Nadia Papagiannis, senior vice president of multi-asset class solutions at Northern Trust Asset Management, joins Jeff to chat about the income portion of portfolios for clients on the cusp of retirement. Given inflation, low interest rates and general uncertainty, advisers have their work cut out for them. Nadia shares her perspective and advice on the matter.
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Guest Bio:
Nadia Papagiannis, CFA, is responsible for developing and managing discretionary, multi-asset class products, including model portfolios and custom strategies, for NTAM. She joined Northern Trust in 2018, having spent more than four years at GSAM as director of alternative investment strategy and eight years at Morningstar, where she was the director of alternative fund research. Prior to joining Morningstar in 2005, she was a senior compliance examiner at NASD (now Finra), auditing broker-dealers. She also worked at the National Futures Association, auditing firms trading futures and options, including hedge funds.
Bruce is joined this week by new InvestmentNews managing editor Emile Hallez to discuss what happens now that the election is over and we know who the next president is going to be.
Bruce is joined once again by InvestmentNews managing editor James Burton to discuss the ongoing consolidation and potential for job cuts at one of the country’s largest broker-dealer networks.
Bruce mixes it up this week and brings in InvestmentNews managing editor James Burton to discuss the story that rocked the newsroom last week – the surprise termination of LPL CEO Dan Arnold.
Bruce sits down with Vance Barse, founder and wealth strategist at Your Dedicated Fiduciary, to discuss different fee models and the passionate “hourly fee bros.”
