On this episode, Dave Mazza, CEO of Roundhill Investments, joins J.D. Durkin to break down the market's latest all-time highs and the surprising sectors...
Eddie Ghabour, Co-founder and CEO of Key Advisors Wealth Management, joins to break down the latest market momentum, highlighting strong conviction in both semiconductors and...
Amar Ahluwalia, CEO and co-founder of OneVest, joins Remy Blaire to provide insights into the evolving landscape of SaaS and wealth management.
They discuss the...
Gautam Sachdev, the CEO of 55ip, joins Remy Blaire to discuss how the tax-smart investment management platform is transforming the way advisors manage client...