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A deep dive into uncompensated versus compensated risk
THE INVESTMENTNEWS PODCAST JAN 09, 2023
A deep dive into uncompensated versus compensated risk

Jeff and Bruce are joined by Michael Hunstad, executive vice president and chief investment officer for global equities at Northern Trust Asset Management. Michael talks us through his detailed research on risk, including six key findings every portfolio manager should be aware of. 

Arizona advisor managing $200 million joins LPL from Cambridge
NEWS BROKER DEALERS JAN 09, 2023
Arizona advisor managing $200 million joins LPL from Cambridge

David Dobrusin is both a CPA and a certified financial planner.

Two cheers for the SECURE 2.0 Act
RETIREMENT RETIREMENT PLANNING JAN 09, 2023
Two cheers for the SECURE 2.0 Act

Digesting everything in the new law will take some time as financial advisors will have plenty of interpreting and educating to do.

EP Wealth acquires Maine firm managing $347 million
NEWS RIAS JAN 06, 2023
EP Wealth acquires Maine firm managing $347 million

The acquisition of Cribstone Capital Management was EP Wealth's sixth deal of 2022.

Raymond James adds Tennessee team managing $832 million
NEWS BROKER DEALERS JAN 04, 2023
Raymond James adds Tennessee team managing $832 million

The nine-member group, which will do business as Fountain Financial Group, had been affiliated with First Horizon Advisors.

‘IN the Nasdaq’ with Gregg Fisher, small-cap portfolio manager at Quent Capital
VIDEOS IN THE NASDAQ JAN 03, 2023
‘IN the Nasdaq’ with Gregg Fisher, small-cap portfolio manager at Quent Capital

Quent Capital portfolio manager Gregg Fisher sits down with InvestmentNews anchor Gregg Greenberg to discuss how "deglobalization" will spur small-cap stocks higher in 2023 and beyond.

Prime Capital acquires $575 million advisory firm
NEWS INDUSTRY NEWS JAN 03, 2023
Prime Capital acquires $575 million advisory firm

Pasadena, California-based Stonnington Group has 275 clients and is led by Nick Stonnington.

It's 2023, and we're talking about fees
THE INVESTMENTNEWS PODCAST JAN 03, 2023
It's 2023, and we're talking about fees

Bruce and Jeff ring in 2023 with their guest Charles Rowlan, senior vice president of business development at Advyzon. They discuss Charles' extensive research on the ever-evolving advisor fee model. 

Advisor managing $160 million joins LPL from Ameriprise
NEWS BROKER DEALERS JAN 03, 2023
Advisor managing $160 million joins LPL from Ameriprise

Dallas-based Matt Irwin has 24 years of experience, all with Amerprise and a predecessor firm.

Kingswood recruits 15 financial advisers in fourth quarter
NEWS RIAS DEC 22, 2022
Kingswood recruits 15 financial advisers in fourth quarter

The additions bring 2022 total recruitment to 21 advisers who supervise more than $943 million in assets.