Gregg Greenberg

Manhattan

Retirement Editor and Multimedia Anchor at InvestmentNews

Author, Playwright, Screenwriter

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Articles

Advisors discuss the best ways to grow AUM during an economic downturn

3 days ago | investmentnews.com | Gregg Greenberg

Wealth managers need not bemoan the recession if it finally arrives. They should make the most of it. Recessions are second only to receiving an inheritance as a driver of growth for advisors, according to last week's How Investors Choose 2025 report by the Ensemble Practice. The loss of a spouse came in a close third as a major factor driving the need for advisory services.
Getting up to speed on AI

3 days ago | investmentnews.com | Gregg Greenberg

Financial advisors are educating themselves on the potential uses of AI. Here's how they are approaching what could very well be a game-changing technology Financial advisors are finally smartening up about the benefits of artificial intelligence. Managing money for a living revolves around risk management, which is why wealth managers tend to be highly risk averse.
Chase gold or scoop up stocks? Advisors debate their next moves

1 week ago | investmentnews.com | Gregg Greenberg

So what does it mean for investors when all that glitters really is gold? The yellow metal is up 25 percent since the start of the year and has steadily risen 40 percent over the past 12 months. Meanwhile, gold miners, as represented by the VanEck Gold Miners ETF (Ticker: GDX) have also shined, levitating 47 percent year-to-date and 55 percent in the last year.
Retirement account swings keeping advisors busy soothing client nerves

1 week ago | investmentnews.com | Gregg Greenberg

So much for set it and forget it. The recent volatility in the stock market has retirement savers doing exactly what they shouldn’t be doing, according to financial professionals. And that’s constantly checking their account balances. Or even worse, making rash portfolio decisions instead of sticking with the long-term plan they painstakingly created years ago with their advisor.
Elevation Point CEO Jim Dickson reaches for new heights - again!

1 week ago | investmentnews.com | Gregg Greenberg

Dickson discusses his post-Sanctuary startup. With all due respect to the great American author F. Scott Fitzgerald, who once wrote that "there are no second acts in American lives,” take a look at what Elevation Point CEO Jim Dickson is up to. He’s already finished two wildly successful acts and is breaking out with his third.
Wall Street enjoys blowout earnings while Washington takes the blame

1 week ago | investmentnews.com | Gregg Greenberg

Wall Street firms are celebrating this week. And not simply due to their impressive quarterly profits. They are also reveling over the fact that investors finally have somebody else to blame for the market’s madness. Stocks soared Monday morning due to a tariff rollback for the technology industry revealed late Friday.
Private asset owners enjoy relative calm as stock market swings

1 week ago | investmentnews.com | Gregg Greenberg

Financial advisors can add one more selling point to adding alternatives to client accounts: Avoiding whiplash when stock and bond markets swing madly. It’s been quite a rollercoaster ride for owners of publicly traded securities since President Trump’s so-called “Liberation Day” last week. The S&P 500 plummeted almost 14 percent in the wake of his tariff announcement before rallying 10 percent on his reversal a week later and then falling another 4 percent only a day after.
Wealth managers weigh options after Trump's 90 day tariff pause

2 weeks ago | investmentnews.com | Gregg Greenberg

What a difference 90 days makes. The S&P 500 surged 9.5 percent Wednesday, the most since March 2020, after President Trump halted the highest tariffs on countries that have not retaliated against U.S. trade policies, a group that notably does not include China. The Nasdaq 100 Index jumped nearly 12 percent, and the Dow Jones Industrial Average screamed close to 8 percent higher.
Sucking in the 70s again? Advisors weigh the threat of stagflation

2 weeks ago | investmentnews.com | Gregg Greenberg

Recession fears are growing as stocks sink, GDP stagnates and confidence collapses. Meanwhile, inflation worries are rising as consumer prices remain elevated, Treasury yields drift higher and gold shines. Time to dig out the bell bottoms from the attic and get ready for a return to 70s style stagflation? Maybe, maybe not, according to advisors. Either way, their Churchillian strategy generally stays the same: Keep calm and carry on.
Celebrating Financial Literacy Month despite the market's meltdown

2 weeks ago | investmentnews.com | Gregg Greenberg

A quick reminder that April remains Financial Literacy Month no matter the market’s swoon. Of course, it is understandable that the recent correction in stocks has turned most wealth managers’ attentions to matters more immediate, like responding to anxious client calls or perhaps tax harvesting.