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How advisors can use market momentum and volatility to prospect
VIDEOS IN THE NASDAQ APR 12, 2023
How advisors can use market momentum and volatility to prospect

Nasdaq Dorsey Wright strategist Jay Gragnani sits down with InvestmentNews anchor Gregg Greenberg to explain how financial advisors can use the market's momentum trends to find new clients and benefit old ones.

John Catsimatidis talks radio, retail, refining and real estate
VIDEOS IN THE NASDAQ APR 12, 2023
John Catsimatidis talks radio, retail, refining and real estate

Billionaire businessman John Catsimatidis sits down with InvestmentNews anchor Gregg Greenberg to discuss his new book, as well as offer his views on real estate, radio, retail and the airline industry.

Edward Jones advisor managing $330 million jumps to Raymond James
NEWS BROKER DEALERS APR 12, 2023
Edward Jones advisor managing $330 million jumps to Raymond James

William Anderson, who had been affiliated with Edward Jones since 2002, will operate as S.W. Anderson Financial in Salt Lake City.

Blazing a trail to independence
GO RIA PODCASTS APR 11, 2023
Blazing a trail to independence

The goRIA podcast with Jeff and Chuck kicks off with Phil Trueblood, managing partner at Trueblood Wealth, talking about the winding road toward becoming an independent registered investment advisor.

Bank program managing $475 million joins LPL
NEWS BROKER DEALERS APR 11, 2023
Bank program managing $475 million joins LPL

C&N Wealth Management, a unit of Pennsylvania-based Citizens & Northern Corp., will use LPL’s institutional platform.

First Republic team managing $1 billion joins RBC
YOUR PRACTICE PRACTICE MANAGEMENT APR 10, 2023
First Republic team managing $1 billion joins RBC

The trio of advisors will operate as the Todd Halbrook and Adam MacDonald Wealth Management Group in Newport Beach, California.

Mary Beth Franklin talks about the insecurities of Social Security
THE INVESTMENTNEWS PODCAST APR 10, 2023
Mary Beth Franklin talks about the insecurities of Social Security

Jeff and Bruce chat with InvestmentNews contributing editor Mary Beth Franklin about recent projection that the Social Security trust funds will run out by 2034. Mary Beth walks us through how Social Security currently works, how it’s been an ever-evolving system in constant need of reform, and the reality that this current problem is not a math problem but a political one.

10 states that tax people the least
RETIREMENT TAX APR 08, 2023
10 states that tax people the least

As this year’s tax deadline approaches, take a look at the states that impose the smallest tax burden on residents, according to a WalletHub ranking that takes into account property, income and sales taxes.

LPL adds Securities America team managing $200 million
NEWS BROKER DEALERS APR 05, 2023
LPL adds Securities America team managing $200 million

Stephen Walker and Wes Alston operate as Walker Alston Financial Group in San Antonio, Texas.

Commercial real estate fears overblown, says Cohen & Steers strategist
VIDEOS IN THE NASDAQ APR 05, 2023
Commercial real estate fears overblown, says Cohen & Steers strategist

Cohen & Steers real estate strategist Rich Hill sits down with InvestmentNews anchor Gregg Greenberg to explain why fears of a commercial real estate collapse bringing down the banking system are overblown.