Wealth managers are increasingly being asked if the technology stock surge has reached bubble proportions. Here is what they are telling clients.
By Gregg GreenbergThe Chicago-based RIA deepens institutional investment consulting and advanced planning access for advisors serving wealthy families
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Hear how top advisors are rethinking practice management with smarter technology, dynamic planning, and scalable systems that free up more time for personalized advice
David Waddell, CEO & Chief Investment Strategist at Waddell & Associates, sits down with InvestmentNews anchor Gregg Greenberg to highlight the potential trouble for technology stocks as stock prices and IPO values inflate.
L. Joshua Wein, portfolio manager at Hennessy Funds, sits down with InvestmentNews anchor Gregg Greenberg to highlight the top names in the Hennessy Cornerstone Mid-Cap 30 fund.
Gabe McNerney, managing director at Harbor Capital Advisors, sits down with InvestmentNews anchor Gregg Greenberg to explain why commodities from gold to agriculture to oil will thrive in the current the macro environment.
Andrew Clinton, CEO of Clinton Investment Management, sits down with InvestmentNews anchor Gregg Greenberg to highlight the benefits of municipal bonds in the current market and economic environment.
Jeff Young, head of investment strategy at PGIM Quantitative Solutions, sits down with InvestmentNews anchor Gregg Greenberg to discuss why PGIM’s regime-determination framework and systematic analysis points to more market gains.
Venue: The Edison Ballroom
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