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wealth management

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...