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wealth management

How Tokenized Stocks Are Changing Investing Forever

At Money20/20 Europe in Amsterdam, Anastasia Kinsky sits down with Val Gui, General Manager of X Stocks, part of Payward and Kraken, to discuss...

AI Infrastructure Is the Next Big Investment Opportunity

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...

Why Nvidia, AI Spending & Earnings Could Drive the Next Market Rally

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...

The Great Wealth Transfer: How Generational Shifts are Reshaping Investment Strategies

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...

55ip: Revolutionizing Wealth Management with Tax-Smart Personalization at Scale

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...

How a 50-Year Investment Firm Is Pairing Market Gains With Global Social Impact

As the world moves into a new era of investment strategies, the role of financial leaders is more prominent than ever. In a recent...