James Burton

James Burton
Displaying 12 results
Fed out of line and should cut by 0.5%, says Gundlach
INVESTING FIXED INCOME SEP 17, 2024
Fed out of line and should cut by 0.5%, says Gundlach

DoubleLine Capital founder also predicts five cuts by end of 2024.

How small but mighty RIAs can take the fight to larger firms
NEWS RIAS SEP 16, 2024
How small but mighty RIAs can take the fight to larger firms

Advisor panel packs a punch as thousands of wealth management professionals hit the beach at Future Proof Festival in Southern California.

'We let advisors create their own adventure'
NEWS INDUSTRY NEWS SEP 13, 2024
'We let advisors create their own adventure'

Future Proof CEO Matt Middleton reflects on the event's rapid growth as it prepares to welcome around 4,500 professionals to Huntington Beach.

Focus on outcomes, not mythical legal jargon, says Finseca CEO
NEWS REGULATION AND LEGISLATION MAY 21, 2024
Focus on outcomes, not mythical legal jargon, says Finseca CEO

Marc Cadin responds to a recent InvestmentNews editorial and explains why he believes the DOL process and pro-fiduciary rule argument are both flawed.

30 percent of management's time should focus on organic growth, Duran says
NEWS RIAS APR 16, 2024
30 percent of management's time should focus on organic growth, Duran says

Entrepreneur kicks off InvestmentNews’ RIA Activate with message to business leaders before industry executives discuss how to attract NextGen advisors.

Gold standard drives Steward’s growth
NEWS INDUSTRY NEWS MAR 12, 2024
Gold standard drives Steward’s growth

Steward Partners CEO talks about the value of its equity ownership model, why the wirehouses have already lost, and plans to continue the firm’s M&A momentum.

Expanding an advisor’s playbook
INVESTING ALTERNATIVES FEB 26, 2024
Expanding an advisor’s playbook

Christopher Zook, founder of CAZ Investments, has created a global network of investors that enables access to private market opportunities, including professional sports teams.

Joe Duran’s Rise venture secures $250 million PE backing
NEWS RIAS FEB 01, 2024
Joe Duran’s Rise venture secures $250 million PE backing

Industry pioneer says there's already a ‘massive desire’ – and a $220 billion pipeline – for firm's plan to help fuel the next generation of RIAs.

When will the Fed start cutting?
INVESTING FIXED INCOME JAN 31, 2024
When will the Fed start cutting?

Advisors give their take on the path ahead as central bank reveals its latest interest-rate decision.

‘I want hungry people who are willing to do the right thing’ 
NEWS RIAS JAN 29, 2024
‘I want hungry people who are willing to do the right thing’ 

Handpicked early for the top job, CEO Richard R. Hough ‘grew up’ at Silvercrest – now he’s leading the public RIA’s multifaceted growth story.