Gregg Greenberg

Manhattan

Retirement Editor and Multimedia Anchor at InvestmentNews

Author, Playwright, Screenwriter

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Articles

Advisors split on private credit risk following skeptical Moody's report

3 weeks ago | investmentnews.com | Gregg Greenberg

Should financial advisors fear private credit becoming a “locus of contagion” in the banking system? Are private credit funds vehicles of “systemic stress” that could exacerbate a financial panic? No, these are not concerns coming from a fictional Chicken Little freaking out that the financial sky is falling. These are real worries spelled out in a report this week from Moody’s Analytics that wealth managers are being forced to take seriously.
Building a specialized financial advisory practice: 'This niche chose me'

3 weeks ago | investmentnews.com | Gregg Greenberg

For some advisors, there’s more to knowing your customer than "KYC." Every wealth manager is well acquainted with the "Know Your Customer" or KYC rule. That’s because KYC is a regulatory requirement for financial advisors to verify the identities of their clients and monitor their business activities. The KYC rule helps prevent fraud, money laundering, and all sorts of other bad things.
Building specialized financial advisory practice: 'This niche chose me'

3 weeks ago | investmentnews.com | Gregg Greenberg

For some advisors, there’s more to knowing your customer than "KYC." Every wealth manager is well acquainted with the "Know Your Customer" or KYC rule. That’s because KYC is a regulatory requirement for financial advisors to verify the identities of their clients and monitor their business activities. The KYC rule helps prevent fraud, money laundering, and all sorts of other bad things.
Advisors vow they are not market timers when it comes to succession planning

3 weeks ago | investmentnews.com | Gregg Greenberg

Timing, they say, is everything. Especially when it comes to buying and selling financial securities where investors would almost always prefer to be lucky than good. That said, when it comes to selling one’s wealth management practice, the general feeling among advisors is that market timing is not the best method for ensuring a successful succession.
Wealth managers weigh in on inflation numbers, prepare for volatility

4 weeks ago | investmentnews.com | Gregg Greenberg

For all the talk of tariff-based inflation, the Federal Reserve’s favorite indicator is not reflecting overly painful price hikes hitting the economy. At least not yet. Still, financial advisors are preparing themselves - and their client portfolios - for the possibility of unwelcome sticker shock.
Survey confirms rising demand for guaranteed retirement income

1 month ago | investmentnews.com | Gregg Greenberg

Things change over the course of four years - even the feelings of more than two thousand 401(k) participants when it comes to guaranteed lifetime income. When asked in 2021, fewer than six in 10 workers said their employers had a responsibility to provide access to lifetime income in retirement, according to a survey at the time by Nuveen, the investment manager of TIAA, and the TIAA Institute.
Financial advisors reflect on a wild first half ahead of Memorial Day weekend

1 month ago | investmentnews.com | Gregg Greenberg

Wealth managers look ahead to a relaxing long weekend after being put to the test so far in 2025. Hey wealth managers, are you ready for the summer?
Wealth managers see Roth conversions as bright side of market volatility

1 month ago | investmentnews.com | Gregg Greenberg

There’s no doubt that market volatility is unnerving for investors. And, yes, these wild market swings require a whole lot of handholding by advisors to soothe the fears of anxious clients. But there is an upside to markets that collapse on a dime, or a tweet. An oversized drop in stocks could also signal the perfect occasion to take advantage of a Roth conversion. Just don’t call it market timing.
Financial advisors taking little mind of Moody's US downgrade

1 month ago | investmentnews.com | Gregg Greenberg

America's credit is perfect no more now that Moody's has finally downgraded the country's debt rating. Not that financial advisors seem too worried about it. Moody's cut its US credit rating to Aa1 from Aaa last Friday due to concerns over the country's rising debt obligations. Moody's was the last of the major three rating agencies to lower its grade, with Fitch Ratings downgrading the US in 2023 and S&P Global Ratings making the move in 2011.
Coming advisor shortfall has advisors turning to AI

1 month ago | investmentnews.com | Gregg Greenberg

Studies show there’s a scarcity problem brewing in the wealth management industry. Over the coming decade, fewer advisors will be serving more and more clients. Those professionals that view this market imbalance as an opportunity have a chance to enjoy remarkable growth. Those that don’t could very well disappear. The difference, and the wild card, advisors say, is technology.