ETFs in Ireland and Other European Markets Post Brexit
Brian Higgins, Partner, Asset Management and Investment Funds of Dillon Eustace discuss the importance of ETFs in Ireland, having access to UK and other European markets post Brexit, and the opportunities within the ETF regulatory space.
The Responsibility of What Money is
Jack Salzman, Principal and Founding Member of Kings Point Capital Management sits down to discuss the evolution of the company, recent aggregated products and the importance of wealth transfer responsibility
Global Market and Geopolitics: Changing Thinking in 2019?
With coming out of the first down year for the markets since the financial crisis, it will be interesting what actions will be taken in 2019. Three financial advisor experts sit down to discuss their concerns, how they will adjust their asset allocations, and possible global trends such as climate change and equity. Erika Karp - Founder and CEO of Cornerstone Capital Group Peter Rup - CEO & CIO of Artemis Wealth Advisors Wayne Yi - Director, Head of Manager Research of Massey Quick Simon
Position Your Firm for 25 Years of Growth
After running a firm for 22 years entirely focused on investor advice, David Edwards, president of Heron Wealth, decided there needed to be a change. David sits down with us to explain how the integration of marketing, technology and process drives his firm’s 30% annual AUM growth.
MASTERCLASS: Municipal Bonds - November 2018
Once considered a sleepy market, municipal bonds have made headlines ever since the US Tax Cuts and Jobs Act threatened to take away some of their tax favored status and affects stability. One of those issues that affect stability is how bondholders of Special Revenue Bonds will be paid back. A mix group of experts join together to discuss this issues on muni markets insurance and the investing space. Grant Dewey - Head of Municipal Capital Markets at Build America Mutual Matthew J. Caggiano - Managing Director, Portfolio Manager for Municipal Bonds at DWS Jeffrey Lipton - Managing Director, Head of Municipal Research and Strategy at Oppenheimer & Co.
ESG Opens a New Outlet for Charitable Giving
Sarah Gelfand, Director of Donor Programs at Fidelity Charitable, reveals the growing demand for charitable assets to do more good through ESG investing.
Robust US Economy Drives Risk Premiums Lower
Despite trade uncertainty and slowing growth on a global scale, US economic fundamentals remain strong. Recent tax cuts are partially responsible for the uptick in fixed income investment activity. As the yield curve flattens and risk premiums approach lows for the current cycle, how will this shape the credit space? INCORE Capital Management shares what they see ahead in the latest installment of Fixed Income Insights.
Joining Forces to Transform Target-Date Design
AllianceBernstein (AB) and Morningstar Investment Management LLC have joined forces to address the challenges of traditional target-dates and deliver a solution that leverages a diverse range of asset classes from multiple managers to mitigate risk while generating returns. For more information on the AB Multi-Manager Trusts: Our Multi-Manager Retirement Trusts Microsite
Will Corporate Profits Continue to Rise in 2018?
VP and Sr. Global & Non-U.S. Equity Portfolio Manager Brent Puff believes the backdrop for future gains remains constructive—even in the face of rising interest rates and high market valuations relative to long-term averages. This is why.
Equity Markets and Corporate Dividends Under Trump
TCW Portfolio Manager Diane Jaffee discusses the impact of the new administration’s proposed policies, as well as rising interest rates, on equity markets and corporate dividends.