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Worst states for retirement in 2023
RETIREMENT RETIREMENT PLANNING JAN 31, 2023
Worst states for retirement in 2023

As clients consider whether to relocate once they're retired, here's a ranking that takes into account 47 factors related to each state’s affordability, health care and overall quality of life.

LPL adds Texas advisor managing $180 million
NEWS BROKER DEALERS JAN 30, 2023
LPL adds Texas advisor managing $180 million

Jonathan Blakelock and six staff members are joining LPL from Ameriprise and will operate as Blakelock Financial Group in Kingwood.

Is going full equity in portfolios being fiduciarily responsible?
THE INVESTMENTNEWS PODCAST JAN 30, 2023
Is going full equity in portfolios being fiduciarily responsible?

Bruce and Jeff talk to Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, about going 100% equities in portfolios, dealing with the risk averse versus the non-risk averse, and answering the big recession questions. 

UBS adds two teams from Merrill Lynch
NEWS WIREHOUSES JAN 27, 2023
UBS adds two teams from Merrill Lynch

The Klinger Quan Group, which manages more than $1.3 billion, joins in San Francisco, while David Sacharko and Sean Siana, with $340 million, join in Hartford, Connecticut.

Best states for retirement in 2023
RETIREMENT RETIREMENT PLANNING JAN 27, 2023
Best states for retirement in 2023

A ranking of the best states to retire takes into account factors related to affordability, health care and overall quality of life.

Team of women managing $435 million join Raymond James from UBS
NEWS BROKER DEALERS JAN 26, 2023
Team of women managing $435 million join Raymond James from UBS

Jeanne Eisele, Mary Gilbert and Leanne Gray operate as Anchor Financial in Linwood, New Jersey.

Cetera to buy Securian’s wealth business
NEWS BROKER DEALERS JAN 25, 2023
Cetera to buy Securian’s wealth business

The deal will bring Cetera more than 1,000 advisors with $24.8 billion in assets under management and $47.4 billion in assets under administration.

‘IN the Nasdaq’ with Carin Pai, head of portfolio management & equity strategy at Fiduciary Trust International
VIDEOS IN THE NASDAQ JAN 25, 2023
‘IN the Nasdaq’ with Carin Pai, head of portfolio management & equity strategy at Fiduciary Trust International

Fiduciary Trust International strategist Carin Pai sits down with InvestmentNews anchor Gregg Greenberg to explain why she remains cautious on equities and foresees a recession ahead despite the market's strong start in 2023.

‘IN the Nasdaq’ with Bernie Wasserman, president of Participant Capital
VIDEOS IN THE NASDAQ JAN 25, 2023
‘IN the Nasdaq’ with Bernie Wasserman, president of Participant Capital

Participant Capital president Bernie Wasserman sits down with InvestmentNews anchor Gregg Greenberg to discuss trends in real estate investing post-pandemic, as well as why Florida and the Sunbelt remain prime places for development.

‘IN the Nasdaq’ with Brett Hickey, founder and CEO of Star Mountain Capital
VIDEOS IN THE NASDAQ JAN 25, 2023
‘IN the Nasdaq’ with Brett Hickey, founder and CEO of Star Mountain Capital

Star Mountain Capital CEO Brett Hickey sits down with InvestmentNews anchor Gregg Greenberg to discuss the benefits of investing in loans to small and mid-size companies, as well as their place in a diversified portfolio.