Mercer Global Advisors Acquires $815 million...
One of the largest financial planning firms in the country managing nearly $25 billion is expanding its footprint in Georgia. Mercer Global Advisors is buying Atlanta Financial Associates. AFA is a woman led and founded RIA that has about 570 clients and $815 million in assets under management.
“We could be entering a golden age.”
Scott Minerd, Chairman of Investments and Global CIO, explains on Bloomberg TV what unprecedented monetary and fiscal policy could mean for the U.S. economy.
Exploring Opportunities Across Sectors
Scott Minerd, Chairman of Investments and Global CIO, joins CNBC to discuss Bitcoin, markets, and the likely direction of fiscal and monetary policy.
The ETF Show - Trends to Watch in 2021...
Stephanie Pierce, CEO of ETF, Index, and Cash Investment Strategies at BNY Mellon Investment Management, shares her outlook for 2021 and looks back on the launch of some new funds in 2020. Nick Cherney, Head of Exchange Traded Products at Janus Henderson, also weighs in on the rise of fixed income and active ETFs.
2021 interest rates and inflation outlook
We expect interest rates to stay low in 2021. But will pent up demand generate inflation? Senior interest rate and currency analyst Ed Al-Hussainy explains his view.
2021 fixed income outlook
For fixed income investors in 2021, credit selection and downside protection will be critical. Interest rates are low, and the margin for error is small.
Virtual Meetings: The New Face to Face
Learn how to demonstrate credibility, gain new clients and solidify relationships in a virtual world. For the full series, visit Columbia Threadneedle: Virtual meetings – The new face to face
ClearBridge Economic Outlook for 2021
Economic outlook podcast with Investment Strategist Jeff Schulze and Investment Strategy Analyst Josh Jamner.
2021 economic outlook
We're likely to see weak GDP growth initially. But once vaccines are broadly distributed, we expect pent-up demand from consumers will lead to more robust growth in the second half of 2021.
2021 equity outlook
COVID-19 has not changed key long-term trends, but cyclical rotation presents opportunities in 2021.
Barry Ritholtz: Favorite Stories from the...
Ritholtz Wealth Management Chairman & CIO Barry Ritholtz shares what it was like launching his own firm and the lessons he has learned along the way. He also outlines 10 finance phrases to avoid, compares the stock market to the economy, and talks about why it's important to set goals.
The ETF Show - Different Ways to Invest in...
Ed Coyne of Sprott Asset Management and Steve Dunn of Aberdeen Standard Investments share their outlooks for gold equities, physical gold, and gold ETFs. They take a closer look at interest rates, the gold mining story, and the potential impact of a vaccine.
The ETF Show - Here Come Active ETFs
Thanks to regulatory approval, 2020 has seen the launch of a lot of new actively managed ETFs. Head of Exchange Traded Funds Tim Coyne shares why T. Rowe Price is getting in the game. U.S. Global Investors CEO Frank Holmes also weighs in on airline investments.
#1 Financial Advisory Firm Shares Biggest...
David Rea tells investors not to forget this very critical investing principle. He's President of Salem Investment Counselors, which has been ranked the #1 Advisory Firm by CNBC two years in a row.
Macroeconomic and Credit Market Update
Brian Smedley, Head of Macroeconomic and Investment Research, and Portfolio Manager Steve Brown share their post-election market outlook.
The ETF Show - When Will Life Return to...
With all eyes on a vaccine, Mannik S. Dhillon of Victory Capital Management discusses what a return to normalcy could mean for value stocks. Sal Bruno of IndexIQ also weighs in how the new administration will potentially impact ESG investing.
TCW Fixed Income Outlook
There Are Decades when Nothing Happens, and Weeks where Decades Happen Tad Rivelle, CIO of Fixed Income, discusses TCW's current views on and outlook for fixed income.
$2 Billion Advisors from Morgan Stanley Move...
A $2 billion team from Morgan Stanley is heading to LPL affiliate Gladstone Wealth Partners. John Gallagher and Mark Levin are setting up a new office in Marlton, NJ. The advisors said in the press release that they chose the name cfor the new firm because Maverick means "independent-minded."