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Gregg Greenberg

Gregg Greenberg

Retirement & Planning Editor, Multimedia Anchor at InvestmentNews Online

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Email address
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Influence score
45
Location
United States
Languages
  • English
Covering topics
  • Finance & Banking Services
  • Life

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Recent Articles

investmentnews.com

Financial advisors wonder how the US-China relationship will impact investors in 2026

The relationship between the US and China was turbulent in 2025. Wealth managers weigh in on how it will affect their client portfolios in the coming year.
investmentnews.com

Texting Santa! Wealth managers reveal their technology wish lists f...

Financial advisors say AI tools will be on their shopping lists for the coming year. They also discuss which technologies might not make the cut.
investmentnews.com

'K-shaped' economy creates opportunities, concerns for wealth managers

Financial advisors explain how they are adapting to the current 'k-shaped' economy.
investmentnews.com

Buy, sell or hold Bitcoin? Advisors weigh in after crypto's recent ...

The drop in Bitcoin prices over the past month has wealth managers answering client questions about their strategy for this risky asset.
investmentnews.com

Putting culture first at Prospera

“Culture and strategy aren’t separate for us; they’re the same thing,” Prospera president Tarah Williams said.
investmentnews.com

Advisors debate 'family office' craze overtaking the wealth managem...

More wealth managers are billing themselves as 'family offices' as clients request services formerly reserved for the ultra-wealthy.
investmentnews.com

Top ideas for wealth managers searching for the perfect client holi...

The season of giving has arrived on Main Street and Wall Street. Here are some personal and legal gift ideas for wealth managers.
investmentnews.com

Advisors reflect on AI and crypto outlooks after endowment study sh...

Wealth managers weigh in on AI and crypto investing in the wake of a new study on endowment returns.
investmentnews.com

November celebrates 'Long-Term Care Awareness Month' by focusing on...

Advisors highlight 'Long-Term Care Awareness Month' by offering financial tips to adults simultaneously taking care of their parents and children.
investmentnews.com

Louvre heist has advisors safeguarding, planning for client collect...

Wealth managers are speaking with clients about properly placing jewelry and collectibles in their estate plans in the wake of the Louvre heist.
investmentnews.com

NBA gambling scandal sparks client conversations about betting, tax...

The rise in legal sports betting is crossing into the world of financial planning, especially with tax changes around gambling winnings set for 2026.