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Higher yields and the case for CEFs, BDCs and interval funds
VIDEOS IN THE NASDAQ FEB 22, 2023
Higher yields and the case for CEFs, BDCs and interval funds

John Cole Scott, president of Closed-End Fund Advisors, joins InvestmentNews anchor Gregg Greenberg in the Nasdaq to talk about opportunities in the markets for closed-end funds, BDCs and interval funds.

Market volatility not stopping massive shift from open-end mutual funds to ETFs
VIDEOS IN THE NASDAQ FEB 22, 2023
Market volatility not stopping massive shift from open-end mutual funds to ETFs

BNY Mellon global head of ETFs Ben Slavin joins InvestmentNews anchor Gregg Greenberg in the Nasdaq to discuss the massive market transition from traditional open-end mutual funds into ETFs.

TradePMR, FP Transitions partner on consulting service
NEWS RIAS FEB 21, 2023
TradePMR, FP Transitions partner on consulting service

The service aims to help RIAs and breakaways with organizational structure, compensation and entity design.

Mariner acquires California firm that advises medical professionals
NEWS INDUSTRY NEWS FEB 21, 2023
Mariner acquires California firm that advises medical professionals

Fullerton, California-based Walker Wealth manages $301 million in assets.

The ins and outs of Goldman Sachs' custody operation
THE INVESTMENTNEWS PODCAST FEB 20, 2023
The ins and outs of Goldman Sachs' custody operation

Bruce and Jeff are joined by Jeremy Eisenstein, co-head of RIA custody sales at Goldman Sachs. Jeremy gives his views on the custody operation at Goldman, where it's going, where it's been and how it got here. 

The ’secret’ of advisor job security
NEWS RIAS FEB 20, 2023
The ’secret’ of advisor job security

As long as wealth management firms can continue to attract and retain knowledgeable and empathetic individuals, financial advisors should always have a job.

NewEdge Advisors rolls out employee affiliation model
NEWS RIAS FEB 17, 2023
NewEdge Advisors rolls out employee affiliation model

South Dakota-based Reinke Gray Wealth Management is the first to join NewEdge using the new model.

Vestwell selected to administer California ABLE program
YOUR PRACTICE FINTECH FEB 17, 2023
Vestwell selected to administer California ABLE program

The digital record keeper is now administering ABLE programs for 20 states.

Empower joins group providing portability of retirement savings
RETIREMENT RETIREMENT PLANNING FEB 15, 2023
Empower joins group providing portability of retirement savings

The Portability Services Network, a group that includes Alight, Fidelity and Vanguard, aims to automatically transfer retirement plan account balances when workers who've saved less than $5,000 change jobs.

Shape up! How to improve the financial wellness of your employees
VIDEOS IN THE NASDAQ FEB 15, 2023
Shape up! How to improve the financial wellness of your employees

Morgan Stanley at Work's Krystal Barker sits down with InvestmentNews anchor Gregg Greenberg to talk about the importance of financial wellness in the workplace and what employers need to do to properly provide it to their workers.