Our Results
November 19, 2024 Advisors Capital Management
Advisors Capital Management’s JoAnne Feeney spoke with “The Close” about the markets as well as tech and Nvidia’s upcoming earnings.
November 18, 2024 Crossmark Global Investments
Crossmark Global’s Bob Doll joined “Making Money with Charles Payne” to talk about the latest market moves and his investment strategy.
November 15, 2024 Ark Invest
Ark Invest’s Cathie Wood joined “Squawk Box” to discuss her outlook on Tesla and Bitcoin.
November 15, 2024 Intelligent Alpha
Doug Clinton of Intelligent Alpha dives into his AI investment committee's predictions on companies and stocks likely to be impacted by tariffs.
November 14, 2024 Intelligent Alpha
Doug Clinton with Intelligent Alpha spoke about AMAT earnings and the chip sector while on “The Close."
November 13, 2024 Ava Labs
Ava Lab’s John Wu discusses Bitcoin’s $90K milestone on “Trading 360.”
November 13, 2024 Crossmark Global Investments
Crossmark Global’s Victoria Fernandez joined “Making Money with Charles Payne” to discuss the latest market moves.
November 12, 2024 Aspiriant
Aspiriant’s Sandi Bragar spoke with “Squawk Box Europe” about the latest U.S. market moves.
November 12, 2024 Citizens
Mark Lehmann with Citizens JMP joins “The Close” for a post-election tech and markets focused discussion.
November 11, 2024 Hamilton Capital
On Veterans Day, Hamilton Capital's COO Alex Canacci, a veteran himself, is quoted on what former military personnel should be doing to solidify their finances.
November 11, 2024 Bitwise
Bitwise’s Matt Hougan discussed his expectations for the crypto markets under President Trump while on “Crypto World."
November 11, 2024 Bitwise
Bitwise’s Matt Hougan discussed Bitcoin hitting new highs and his expectations for the crypto markets under President Trump while on “The Close."
November 11, 2024 TwinFocus
Paul Karger with TwinFocus joined “Market Domination” to discuss the market reaction to Trump’s election win and his expectations for which sectors will perform well.
November 11, 2024 Crossmark Global Investments
Crossmark Global’s Bob Doll spoke with “Mornings with Maria” about the markets and his investment strategy.
November 8, 2024 Ark Invest
Cathie Wood with Ark Invest joined “Market Domination: Overtime” to delve into the markets and Trump’s election win.
November 8, 2024 Unlimited
Bob Elliott with Unlimited talked about the markets following the election on “Closing Bell: Overtime.”
November 7, 2024 Hamilton Capital
Hamilton Capital Partners' CIO discusses what Trump's election means for markets.
November 7, 2024 Ark Invest
Ark Invest’s Cathie Wood joined “Businessweek” to discuss the markets, President Trump’s election win and Tesla.
November 7, 2024 Bitwise
Bitwise’s Ryan Rasmussen joined “The Street” to discuss the latest moves in crypto following the election.
November 7, 2024 Crossmark Global Investments
Bob Doll with Crossmark Global reacted to the election and the Fed’s latest announcement on “The Claman Countdown.”
November 6, 2024 Crossmark Global Investments
Victoria Fernandez with Crossmark Global joined “The Open” to discuss the market reaction to President Trump’s election.
November 6, 2024 Bitwise
Bitwise's CIO Matt Hougan discusses the strong price movement in Bitcoin as a result of the election.
November 6, 2024 Neuberger Berman
Neuberger Berman’s Dan Flax spoke with “Market Domination” about Tesla as the stock jumps in the wake of Trump’s reelection.
November 6, 2024 Crossmark Global Investments
Victoria Fernandez with Crossmark Global joined “Insight with Haslinda Amin” to speak about the latest market moves and her investment strategy.
November 5, 2024 Defiance ETFs
Defiance ETF’s CEO states why she does not believe in the "election trade.”
November 5, 2024 Strategic Resource Group
Burt Flickinger of SRG discusses TGI Fridays' bankruptcy filing and what’s next for the dining chain.
November 5, 2024 Ark Invest
Ark Invest’s Cathie Wood joined “Fast Money” on Election Day to discuss what either outcome would mean for Big Tech and how she is positioning herself for a new tech boom.
November 5, 2024 Intelligent Alpha
Doug Clinton with Intelligent Alpha joined “Market Domination” to talk about Tesla and AI.
November 4, 2024 Innovator ETFs
Tim Urbanowicz with Innovator ETFs spoke with “The Open” about the election and impact on the markets.
November 1, 2024 Virtu Investments
Evan Faulkner of Virtu Investments discusses real estate value appreciation and transaction volume in Southern California market.
November 1, 2024 Citizens
Nick Jones with Citizens JMP spoke with “Catalysts” about Amazon spending on AI.
October 31, 2024 Bitwise
Bitwise Head of Research Ryan Rasmussen weighs in on growing institutional investor demand for Bitcoin.
October 31, 2024 Advisors Capital Management
JoAnne Feeney with Advisors Capital Management spoke with “Bloomberg Technology.”
October 31, 2024 Intelligent Alpha
Intelligent Alpha’s Doug Clinton spoke about tech and AI trends on “Making Money with Charles Payne."
October 30, 2024 Boosted.ai
Boosted.ai Chief Revenue Officer Geoff Clauss discussed how AI tools will change how asset managers work.
October 30, 2024 Citizens
Citizens JMP spoke with “Market Domination” about Robinhood and Coinbase earnings.
October 30, 2024 Waddell & Associates
Waddell & Associates’ David Waddell discussed the latest market moves with “Worldwide Exchange."
October 30, 2024 T2 Capital
T2 Capital’s CEO Jeff Brown discussed the promising outlook for CRE and multifamily housing.
October 29, 2024 Tekne Capital
Beeneet Kothari of Tekne Capital was featured about his appearance at the Sohn Conference in November.
October 28, 2024 Crossmark Global Investments
Crossmark Global’s Victoria Fernandez spoke with “Surveillance” about the market and her investment strategy ahead of the election.
October 28, 2024 Matthews Asia
Cooper Abbott with Matthews Asia joined “Squawk Box Asia” to talk about emerging markets and Japan.
October 28, 2024 Neuberger Berman
Dan Flax with Neuberger Berman previewed the big tech earnings on “Morning Brief.”
October 26, 2024 Bitwise
Bitwise CIO Matt Hougan discusses the recent Bitcoin rally and the firm's bullish outlook for crypto assets in 2025.
October 25, 2024 CenterSquare
Uma Moriarity with CenterSquare spoke with “Business Today” about the markets.
October 25, 2024 Aspiriant
Rob Francis of Aspiriant featured in Q&A on how advisors should cater to UHNW investors.
October 25, 2024 Unlimited
Bob Elliott with Unlimited discussed the Fed moves on “Closing Bell Overtime.”
October 24, 2024 Neuberger Berman
Sam Petrucci with Neuberger Berman Wealth discussed both Presidential candidates’ tax policies on “Power Lunch."
October 24, 2024 TwinFocus
Paul Karger with TwinFocus spoke with “The Open” about the upcoming earnings season and the markets.
October 23, 2024 Ark Invest
Ark Invest’s Tasha Keeney discussed why the Tesla Robotaxi is an opportunity for investors on “The Close."
October 23, 2024 Digital Risk
Jeff Taylor with Digital Risk joined “Wealth!” to talk about how the election may impact the housing market.
October 22, 2024 Defiance ETFs
Sylvia Jablonski, CEO and CIO of Defiance ETFs, details the launch of their new ETF, XMAG, that steers away from Magnificent 7 portfolio exposure.
October 21, 2024 Crossmark Global Investments
Bob Doll with Crossmark Global discussed the markets on “Making Money with Charles Payne.”
October 21, 2024 London Business School
Richard Portes, an economist at the London Business School, discusses mistakes people keep making about inflation.
October 20, 2024 Unlimited
Unlimited’s Bob Elliott joined “Surveillance” to discuss the latest market moves.
October 19, 2024 Provenance
Anthony Moro, CEO of Provenance Blockchain, discussed how Blockchain technology Is impacting financial planning.
October 18, 2024 Brighton Jones
Brighton Jones' chief experience officer's byline about how advisors can take an emotionally intelligent approach to difficult client conversations.
October 18, 2024 Waddell & Associates
David Waddell, chief executive of Waddell & Associates, Comments on what's driving markets to all-time highs.
October 18, 2024 Innovator ETFs
Tim Urbanowicz with Innovator ETFs discussed the markets and his investment strategy with “Closing Bell Overtime.”
October 18, 2024 Fortuna
Fortuna’s Justus Parmar discussed VC investing in sports with “Market Domination: Overdrive."
October 17, 2024 Farrell Fritz
Josh Kalish, partner at Farrell Fritz provided insights into strengthening relationships with investors in a challenging environment.
October 17, 2024 Neuberger Berman
Neuberger Berman PM Joe Lynch discusses on the market's appetite for CLOs.
October 17, 2024 Intelligent Alpha
Intelligent Alpha’s Doug Clinton joined “The Open” to discuss his outlook on AI and the semiconductor sector.
October 16, 2024 Advisors Capital Management
JoAnne Feeney with Advisor Capital Management joined “Technology” to discuss chip stocks.
October 16, 2024 Strategic Resource Group
Strategic Resource Group’s Burt Flickinger discussed retail sales and the consumer while on “Morning Brief.”
October 15, 2024 Unlimited
Unlimited’s Bob Elliott spoke with “Street Signs Asia” about the latest market trends.
October 14, 2024 Brandes
Feature article on Brandes Investment Funds' European Value Fund.
October 14, 2024 Bitwise
Bitwise’s Juan Leon was on “Market Domination” to talk about the latest moves in crypto and the future in crypto regulation.
October 14, 2024 Crossmark Global Investments
Crossmark Global’s Victoria Fernandez joined “Surveillance” to discuss what investors can expect from the markets in the coming week.
October 12, 2024 Aspiriant
Nayan Lapsiwala, partner at wealth manager Aspiriant, discusses strategic tax-saving loopholes for HNW investors.
October 11, 2024 Neuberger Berman
Erik Knutzen, co-CIO of Neuberger Berman, discusses what to expect from Big Tech in advance of earnings season.
October 11, 2024 Hamilton Capital
Alonso Munoz with Hamilton Capital Partners discussed Tesla's stock on “Catalysts.”
October 10, 2024 Bitwise
Matt Hougan, CIO of Bitwise, discusses the strong support for Bitcoin amidst the SEC charging crypto market maker Cumberland DRW.
October 10, 2024 Hamilton Capital
Alonso Munoz with Hamilton Capital Partners joined “Trading 360” to preview Tesla’s Robotaxi event.
October 10, 2024 Ark Invest
Ark’s Brett Winton joined “Closing Bell Overtime” to preview Tesla’s Robotaxi event.
October 9, 2024 Wall Street Alliance Group
Wall Street Alliance Group’s Aadil Zaman joined “Making Money with Charles Payne” on set to discuss the markets and his investment strategy.
October 8, 2024 Matthews Asia
Matthews Asia's Mike Barrer discusses ETF flows into Chinese investment after government stimulus.
October 7, 2024 Neuberger Berman
Neuberger Berman’s Erik Knutzen spoke with “Surveillance” on his market outlook.
October 6, 2024 Corestone Capital
Will McDonough with Corestone Capital joined “Daybreak Asia” to preview his market expectations for the week.
October 4, 2024 Innovator ETFs
Bruce Bond, CEO of Innovator, details the benefits of buffer ETFs and how they can be used by investors.
October 4, 2024 Citizens
Nick Jones with Citizens JMP discussed what’s next for Amazon with “Trading 360."
October 4, 2024 Ark Invest
Ark’s Cathie Wood discussed OpenAI investment, Nvidia and Ark’s fund performance with “Market Domination Overtime”."
October 3, 2024 Bitwise
Bitwise Asset Management features as the first firm to file for an XRP exchange-traded fund (ETF).
October 3, 2024 Verde
Ernie Miller, CEO of Verde Clean Fuels, weighs in on gas prices and potential economic impact of the widespread port strike.
October 2, 2024 K2 Integrity
Andrew Whelan, Managing Director for Disputes & Investigations at K2 Integrity, discusses the importance of due diligence when making investments in sports teams.
October 2, 2024 Tekne Capital
Beeneet Kothari, founder of Tekne Capital, discusses the rally in Chinese equities and stimulus from the People Republic's Bank.
October 2, 2024 Intelligent Alpha
Intelligent Alpha’s Doug Clinton discussed how LIVR ETF uses AI to eliminate the bias in investing while on “Trading 360."
October 2, 2024 Ark Invest
ARK-Invest participates in Open AI $157 billion funding round.
October 1, 2024 Bitwise
Jeff Park of Bitwise discusses how options on Bitcoin ETFs can potentially drive prices higher.
October 1, 2024 Boosted.ai
Profile on Boosted.ai's survey on how advisors' can use AI to attract younger high-net-worth investors.
October 1, 2024 Crossmark Global Investments
Crossmark Global’s Bob Doll told “The Claman Countdown” that investors should be owning energy stocks right now.
September 30, 2024 Aspiriant
Sandi Bragar with Aspiriant discussed the markets while on “Daybreak Asia."
September 27, 2024 Unlimited
Unlimited’s Bob Elliott joined “Closing Bell: Overtime” to discuss the Fed, rate cuts and market reaction.
September 26, 2024 Ava Labs
Feature article on Avalanche's $40M grant program for developers.
September 25, 2024 Hamilton Capital
Alonso Munoz, CIO at Hamilton Capital, advises investors where to invest cash in the current interest rate sensitive environment.
September 25, 2024 Boosted.ai
Feature article on Boosted.ai's survey on how high-net worth investors view AI.
September 25, 2024 Crossmark Global Investments
Victoria Fernandez with Crossmark Global joined “Surveillance” to discuss the latest market moves and her advice for investors.
September 24, 2024 Waddell & Associates
Perry Green, of wealth management firm Waddell & Associates, offers advice to parents of financially-dependent adult children.
September 24, 2024 Ava Labs
Ava Lab’s John Wu spoke with “Squawk Box Asia” about his crypto outlook for Q4.
September 23, 2024 Advisors Capital Management
JoAnne Feeney with Advisors Capital Management spoke with “Technology” about reports that Qualcomm is exploring a takeover of Intel.
September 23, 2024 Unlimited
Unlimited’s Bob Elliott discussed the Fed, China’s economic impact on U.S. inflation, how the macroeconomy is limiting AI, and other topics on “Market Domination Overtime."
September 20, 2024 Innovator ETFs
Innovator ETFs Tim Urbanowicz joined “Business Today” to discuss the week’s market action.
September 20, 2024 Intelligent Alpha
Intelligent Alpha’s Doug Clinton appears on “Trading Day” to talk about the launch of the firm's chatbot-powered ETF.
September 19, 2024 Hashdex
Samir Kerbage, Chief Investment Officer of Hashdex, discussed the Fed's interest rate cut on bitcoin and other crypto assets.
September 19, 2024 Intelligent Alpha
Doug Clinton of Intelligent Alpha discusses the launch of the firm's AI-powered investor and first ETF, ticker: LIVR.
September 19, 2024 Innovator ETFs
Tim Urbanowicz with Innovator ETFs joined “Opening Bell” to discuss the markets following the Federal Reserve’s rate cuts.
September 18, 2024 Unlimited
Unlimited Fund's CEO Bob Elliott writes an op-ed in which he argues for a change in hedge fund fee structures.
September 18, 2024 Intelligent Alpha
Columnist Matt Levine weighs in on Intelligent Alpha's new suite of AI-driven ETS.
September 18, 2024 Kopernik
Kopernik’s Alissa Corcoran gave her insights into opportunities in emerging markets on “Morning Markets."
September 17, 2024 TwinFocus
Paul Karger, Co-Founder and Managing Partner of TwinFocus, discussed the upcoming presidential election's potential impact on generational wealth transfers.
September 17, 2024 Citizens
Devin Ryan with Citizens JMP spoke with “Market Domination” about the financial sector and his outlook on the space.
September 17, 2024 Axxes Capital
Feature Coverage on the launch of Axxes Capital's new interval fund offering private equity investments to accredited investors
September 16, 2024 CenterSquare
Uma Moriarity with CenterSquare spoke with “Intelligence” about the markets and expectations for the REIT space following a Federal Reserve rate cut.
September 16, 2024 Advisors Capital Management
Advisors Capital Management’s JoAnne Feeney discussed small caps and some top tech plays on “Yahoo! Live.”
September 13, 2024 Robeco
Feature coverage of Robeco's annual 5-year expected returns report.
September 13, 2024 Unlimited
Bob Elliott of Unlimited joined “Closing Bell: Overtime” to discuss whether the Federal Reserve should cut 25 basis points or 50 basis points.
September 12, 2024 Strategic Resource Group
Burt Flickinger with Strategic Resource Group joined “Trading 360” to discuss Kroger’s earnings and upcoming merger.
September 11, 2024 Farrell Fritz
Josh Kalish, attorney and partner at Farrell Fritz, discussed the growth of private credit markets.
September 11, 2024 Aspiriant
Aspiriant's Sandi Bragar discusses how she is helping HNW clients position their portfolios ahead of the election.
September 10, 2024 Neuberger Berman
Profile on Neuberger Berman's new Co-CIO for Multi-Asset.
September 10, 2024 EisnerAmper
Jeffrey Kelson of EisnerAmper discussed the tax policies of the two presidential candidates.
September 10, 2024 Crossmark Global Investments
Victoria Fernandez with Crossmark Global spoke about the markets, Apple and AI on “Cavuto: Coast to Coast.”
September 9, 2024 Crossmark Global Investments
Bob Doll, CEO of Crossmark Global Investments, discusses his views on Fed rate cuts and inflationary market pressures.
September 9, 2024 Neuberger Berman
Dan Flax with Neuberger Berman joined “The Claman Countdown” to react to Apple launching a new phone with Apple Intelligence.
September 6, 2024 Neuberger Berman
Neuberger Berman’s Dan Flax discussed the latest in tech stocks and Nvidia on “Squawk Box."
September 5, 2024 Citizens
Citizens’ Mark Valentino shared tips for small businesses on “Wealth!”
September 4, 2024 Fortuna
Fortuna’s Justus Parmer joined former NFL lineman Frostee Rucker on “The Watch List” to discuss investing in the WNBA and women’s sports.
September 3, 2024 Kopernik
Kopernik Global Investors analyst Taylor McKenna discusses the long-term value of gold prices and mining stocks.
September 3, 2024 Crossmark Global Investments
Crossmark Global’s Victoria Fernandez spoke with “Yahoo! Live” about which sectors will perform well in an uncertain market.
August 31, 2024 Crossmark Global Investments
Q&A with Crossmark CEO/CIO Bob Doll on his best buy ideas for stocks, ETFs, and bonds.
August 30, 2024 Waddell & Associates
David Waddell discusses Nvidia's staying power despite its run up.
August 30, 2024 Matthews Asia
Matthews Asia portfolio manager Shuntaro Takeuchi discusses Japanese investment opportunities.
August 29, 2024 Crossmark Global Investments
Crossmark’s Victoria Fernandez spoke with “Making Money with Charles Payne” about Nvidia’s earnings and why she is more focused on the JOLTs number than the August jobs report.
August 28, 2024 Innovator ETFs
Innovator ETFs’ Tim Urbanowicz spoke with “Market Domination” about why investors need to prepare for a “spike” in volatility.
August 27, 2024 Framework Ventures
Framework Ventures' co-founder Michael Anderson discusses the firm's investment in Space and Time, a developer at the intersection of blockchain and AI.
August 27, 2024 Bitwise
Hunter Horsley of Bitwise discusses the company's recent acquisitions as part of bolstering their international and domestic presence in the space.
August 27, 2024 EisnerAmper
EisnerAmper’s Michele Martin discussed wealth planning in a soft landing environment with “Wealth!”
August 27, 2024 Bitwise
Bitwise’s Juan Leon told “Crypto World” that long-term investors may be better off flocking to bitcoin than gold when stocks sell off.
August 26, 2024 Neuberger Berman
Neuberger Berman’s Sandy Pomeroy discussed her expectations for rate cuts this year on “Squawk Box."
August 26, 2024 Ava Labs
John Wu with Ava Labs joined “Trading 360” to discuss the latest in crypto regulation.
August 23, 2024 Innovator ETFs
Bruce Bond, CEO of Innovator Capital Management, discusses the company's pioneering of the Buffer ETF space and where these products fit into institutional portfolios.
August 23, 2024 Crossmark Global Investments
Crossmark Global’s Bob Doll told “Surveillance” that a hard landing is not out of the question.
August 23, 2024 Innovator ETFs
Innovator ETFs’ Tim Urbanowicz discussed the impact of Fed cuts on “Closing Bell: Overtime.”
August 22, 2024 Wall Street Alliance Group
Wall Street Alliance Group’s Aadil Zaman joined “Making Money” to talk about the latest market environment and stocks he likes right now.
August 22, 2024 Hamilton Capital
Hamilton Capital's CIO Alonso Munoz discusses what the U.S. presidential election could mean for the market.
August 20, 2024 Strategic Resource Group
Burt Flickinger with Strategic Resource Group discussed the latest with Kroger and the retail space on “Yahoo! Live.”
August 19, 2024 Axxes Capital
Joe DaGrosa with Axxes Capital discussed the pressure being put on the Fed and what it means for investments, on “Morning Trade Live."
August 16, 2024 Harrison Street
Harrison Street’s Chris Merrill spoke with “The Open” about Commercial Real Estate.
August 16, 2024 Framework Ventures
Vance Spencer with Framework Ventures discussed the markets, crypto regulation and VC investments on “Crypto World.”
August 14, 2024 Digital Risk
Coverage of Mphasis Digital Risk's survey on homebuyer sentiment amid expectations of an interest-rate cut.
August 13, 2024 Matthews Asia
In a profile Q&A, a Matthews Asia portfolio manager discusses the bullish case for Japanese stocks.
August 13, 2024 Farrell Fritz
Azriel Baer, partner at Farrell Fritz discusses how to protect business interests in a premarital trust.
August 13, 2024 Crossmark Global Investments
Crossmark Global’s Victoria Fernandez told “Trading Day” she expects to see two Fed rate cuts this year.
August 12, 2024 Advisors Capital Management
Advisors Capital Management’s JoAnne Feeney spoke with “Squawk Box” about why the current economic landscape is still pretty supportive of equities.
August 9, 2024 Neuberger Berman
Julia Chu of Neuberger Berman Wealth pens a piece on moves to consider for your charitable trusts ahead of potential Fed interest rate cuts.
August 8, 2024 Innovator ETFs
Innovator ETF's Tim Urbanowicz discusses market volatility and investors' options to manage risk during periods of volatility.
August 7, 2024 Crossmark Global Investments
Crossmark Global’s Victoria Fernandez told “Mornings with Maria” that investors should be cautious in the markets right now.
August 6, 2024 EisnerAmper
Michele Martin, partner at EisnerAmper, advises individuals on how to prepare for a potential recession.
August 6, 2024 Waddell & Associates
David Waddell, CEO & Chief Investment Strategist at Waddell and Associates, discussed the factors impacting equity markets this week.
August 6, 2024 Innovator ETFs
Innovator ETF's Graham Day discusses the firm's strong buffer ETF inflows amidst a volatile stock market.
August 6, 2024 Ava Labs
John Wu with Ava Labs spoke with “Crypto World” about the volatile swings in the crypto markets and where prices could be headed next.
August 5, 2024 Crossmark Global Investments
Crossmark Global’s Victoria Fernandez joined “Open Interest” to dissect the market selloff.
August 2, 2024 Unlimited
Bob Elliott with Unlimited recapped the week’s markets and Friday’s selloff with “Closing Bell: Overtime.”
August 2, 2024 OceanFirst
Chris Maher, CEO of OceanFirst Bank, discusses small businesses' uncertainty surrounding the US economy.
August 1, 2024 Neuberger Berman
Neuberger Berman’s Dan Flax talked about the latest tech earnings with “Varney and Company.”
July 31, 2024 Waddell & Associates
David Waddell with Waddell & Associates discussed the market reaction to the Federal Reserve announcement on “The Watch List.”
July 30, 2024 Crossmark Global Investments
Crossmark Global’s Bob Doll joined “Surveillance” to discuss the market and economic landscape.
July 29, 2024 TwinFocus
TwinFocus Co-Founder Paul Karger discussed the rise of AI versus the role of human interactions in wealth management.
July 29, 2024 London Business School
Professor Lynda Gratton of London Business School discussed the changing work habits of hybrid employees.
July 29, 2024 Neuberger Berman
Neuberger Berman Portfolio Manager Kei Okamura discusses opportunities within Japan's equity market.
July 26, 2024 Crossmark Global Investments
Crossmark Global’s Victoria Fernandez joined “Surveillance” to preview the day’s market action.
July 24, 2024 Bitwise
Bitwise's Ethereum ETF (ETHW) is cited as a leader in gathering assets during the fund's first week of trading.
July 24, 2024 Aspiriant
Aspiriant's Teresa Greenip provides advice on how to decrease the investment gender gap and how women can better position themselves for financial success.
July 24, 2024 Advisors Capital Management
JoAnne Feeney with Advisors Capital Management discussed options for investing besides Big Tech on “Squawk Box.”
July 23, 2024 K2 Integrity
K2 Integrity COO Jennifer Law provides guidance on how companies can adopt to new accounting rules in the crypto sector.
July 23, 2024 Bitwise
Bitwise CIO Matt Hougan discusses the successful reaction toward the firm's Ethereum ETFs and his expectations for the asset class.
July 22, 2024 Framework Ventures
Michael Anderson, co-founder at VC firm Framework Ventures, discusses imminent launch of Ethereum ETFs.
July 22, 2024 Bitwise
Bitwise CEO Hunter Horsley spoke with “Closing Bell: Overtime” on the ETH ETF.
July 19, 2024 Neuberger Berman
Stephanie Luedke, Head of Neuberger Berman Private Wealth, discusses her leadership style and how the business has grown during her tenure.
July 19, 2024 Unlimited
Unlimited’s Bob Elliott told “Closing Bell: Overtime” that liquidity sensitivity is still impacting the markets.
July 17, 2024 Unlimited
Waddell & Associates’ David Waddell analyzed the latest earnings results and looked ahead to 2025 while on “Making Money."
July 16, 2024 Corestone Capital
Will McDonough with Corestone Capital discussed the future of metals and green energy in the markets while on “Futures."
July 16, 2024 Wall Street Alliance Group
Aadil Zaman with Wall Street Alliance Group told “Wealth!” a market correction is definitely in the cards.
July 16, 2024 Neuberger Berman
Neuberger Berman Private Wealth CIO Shannon Saccocia discusses the recent small-cap rally.
July 15, 2024 Citizens
Devin Ryan with Citizens JMP joined “The Morning Brief” to dissect the latest bank earnings results.
July 14, 2024 Advisors Capital Management
Chuck Lieberman with Advisors Capital Management discussed the market reaction following the attempted assassination of Former President Trump.
July 12, 2024 Strategic Resource Group
Burt Flickinger, managing director of Strategic Resource Group, describes the strategic errors that led to Stop & Shop's decision to close 32 stores in the Northeast.
July 12, 2024 OceanFirst
OceanFirst CEO Chris Maher joined “Open Interest” to discuss the state of regional banks and commercial real estate loans.
July 12, 2024 Robeco
Robeco Head of Emerging Market Equities Wim-Hein Pals discusses sectors where he sees opportunity, including information technology, consumer discretionary and financials.
July 11, 2024 Citizens
Eric Merlis, co-head of global markets at Citizens Bank, discussed what the June CPI report portends for the Fed and a potential rate cut.
July 11, 2024 Harrison Street
Christopher Merrill, CEO of Harrison Street, describes the attractive investment characteristics of alternative real assets, particularly data centers, student housing, and senior housing.
July 11, 2024 TwinFocus
TwinFocus Co-Founder Paul Karger discusses the importance of revisiting estate plans and flexible philanthropic strategies for wealthy families.
July 11, 2024 Unlimited
Unlimited CEO Bob Elliott comments on recent reversals in the US stock market.
July 9, 2024 Bitwise
Ryan Rasmussen, senior crypto research analyst at Bitwise Asset Management, was quoted in Morning Brew's "Brew Markets" on bitcoin's performance year-to-date and the success of bitcoin ETF launches.
July 9, 2024 Bitwise
Bitwise’s Katherine Dowling discussed the company’s Ether ETF and the potential for new products tied to crypto with “Bloomberg: Crypto”.
July 8, 2024 Provenance
Provenance Blockchain CEO Anthony Moro was live from the NYSE, discussing the tokenization of real-world assets.
July 8, 2024 London Business School
London Business School’s Professor Richard Portes opined on the recent elections in France and the possible use of a new financial tool to reduce market volatility.
July 7, 2024 Waddell & Associates
Teresa Bailey, wealth manager strategist at Waddell & Assoc., offers financial advice to the parents of Gen Z-ers.
July 5, 2024 Citizens
Eric Merlis, MD and co-head of global markets at Citizens, weighs in on today's jobs report.
July 5, 2024 CenterSquare
CenterSquare Investment Management Managing Director Rob Holuba discusses his journey in commercial real estate and his specialized retail sector strategy in a Bisnow profile.
July 5, 2024 Neuberger Berman
John San Marco with Neuberger Berman spoke with “Closing Bell: Overtime” about the retail sector and latest M&A news.
July 4, 2024 Matthews Asia
Sean Taylor with Matthews Asia delved into the global markets with “Bloomberg: Markets."
July 3, 2024 London Business School
London Business School’s Professor Richard Portes offers his views on European Central Bank interest rate policy.
July 2, 2024 Neuberger Berman
Julia Chu, Neuberger Berman's head of philanthropy and family governance advisory, writes a bylined article on key charitable giving issues.
July 1, 2024 Indefi
Indefi's Clemence Droin discusses Blackrock's acquisition of a private markets technology firm and what it means for the industry.
July 1, 2024 Innovator ETFs
Innovator ETF featured in article about the use of buffered funds to hedge election year risk.
June 28, 2024 Evercore
Evercore's co-head of U.S. investment banking Dan Mendelow touches on M&A optimism and the role private credit is playing in getting eals done.
June 28, 2024 Crossmark Global Investments
Crossmark’s Bob Doll spoke with “Making Money” on his latest market outlook and investment strategy.
June 27, 2024 Innovator ETFs
Feature story on Innovator ETF's launch of the shortest-ever 100% stock buffer fund.
June 27, 2024 Evercore
Naveen Nataraj, co-head of U.S. investment banking at Evercore, discusses M&A trends amidst some macro uncertainty.
June 26, 2024 Bitwise
Juan Leon with Bitwise delved into the imminent Spot Ether ETF with “Crypto World.”
June 25, 2024 Waddell & Associates
David Waddell of Waddell & Associates discusses how interest rates and inflation are impacting the housing supply.
June 24, 2024 Advisors Capital Management
JoAnne Feeney with Advisors Capital Management spoke with “The Open” on the latest market moves and investment strategy.
June 21, 2024 Provenance
Anthony Moro, of Provenance Blockchain Labs, offered insights regarding the use of tokenization by traditional financial firms.
June 21, 2024 Unlimited
Bob Elliott with Unlimited discussed the day’s market action with “Closing Bell: Overtime."
June 20, 2024 OceanFirst
Vincent D'Alessandro, President of Community Banking at OceanFirst Bank, shared insights on how seasonal businesses manage fluctuating cash flows throughout the year.
June 19, 2024 Robeco
Robeco’s Colin Graham joined “Markets” with his latest outlook on the market moves.
June 18, 2024 Indefi
Indefi partner Agnes Lossi discusses the importance of holding private assets in addition to publicly available securities to balance a portfolio.
June 18, 2024 Neuberger Berman
Neuberger Berman’s Dan Flax told “Squawk Box” that Apple intelligence will drive continued growth.
June 18, 2024 Citizens
Mark Valentino, head of business banking at Citizens, discussed technology small-business owners are implementing to help manage cash flow.
June 17, 2024 Innovator ETFs
Innovator ETF’s Tim Urbanowicz told “Yahoo! Live” that all time market highs are not a catalyst for a sell-off.
June 17, 2024 Ark Invest
ARK Invest Director of Investment Analysis Tasha Keeney discusses Tesla's shareholder meeting.
June 16, 2024 Unlimited
Unlimited CEO Bob Elliott discusses the recent lack of volatility in the U.S. markets in a front-page article in The Wall Street Journal.
June 14, 2024 Ark Invest
ARK invest’s Tasha Keeney discussed Tesla and autonomous driving on “Surveillance.”
June 13, 2024 Innovator ETFs
Innovator ETF’s Tim Urbanowicz told “The Open” that rate cuts are not coming in 2024.
June 12, 2024 Wall Street Alliance Group
Wall Street Alliance Group’s Aadil Zaman told “Worldwide Exchange” that investors should avoid small-caps and stick to utilities and dividend payers.
June 11, 2024 TwinFocus
TwinFocus MP and GC John Pantekidis discussed tax considerations for high-net-worth individuals when moving states.
June 11, 2024 Crossmark Global Investments
Crossmark’s Victoria Fernandez told “Making Money with Charles Payne” that the economy is being driven by consumers' willingness to spend.
June 10, 2024 Okapi
Okapi Partners' CEO Bruce Goldfarb discusses Tesla's shareholder vote on Musk's pay package.
June 8, 2024 Farrell Fritz
Neil Carbone, trusts and estates lawyer and partner at Farrell Fritz, discusses the estate-tax implications of assets concealed in unusual ways.
June 7, 2024 Neuberger Berman
Neuberger Berman’s Evelyn Chow told “Yahoo! Live” that to invest in industrials is to invest in innovation.
June 6, 2024 Wall Street Alliance Group
Wall Street Alliance Group’s Aadil Zaman told “Power Lunch” that his stock plays are Tesla, Robinhood and Crowdstrike.
June 5, 2024 Verde
Verde’s Ernie Miller discussed the election and the clean fuels business on “Yahoo! Live.”
June 4, 2024 OceanFirst
Joseph J. Lebel III, president and COO of OceanFirst Bank discusses options for savers in a high-interest rate environment.
June 3, 2024 Crossmark Global Investments
Crossmark’s Bob Doll told “Making Money with Charles Payne” that a weakening economy is causing market sloppiness.
May 31, 2024 Provenance
Anthony Moro, CEO of Provenance, was interviewed at Consensus 2024 to discuss the promise of real-world assets tokenization.
May 30, 2024 Neuberger Berman
Dan Flax, senior research analyst at Neuberger Berman, discusses how Dell's stock is benefiting from its investments in AI.
May 29, 2024 Corestone Capital
Corestone Capital's Will McDonough discusses the rebranding of ESG investing.
May 28, 2024 EisnerAmper
EisnerAmper financial advisor Michele Martin offers advice on managing a large inheritance.
May 28, 2024 Framework Ventures
Framework Ventures Co-Founder Vance Spencer was interviewed about why he believes Ethereum, through tokenization, will define the next few decades of traditional finance.
May 28, 2024 Neuberger Berman
Neuberger Berman's Jennifer Gorgoll, co-lead of the firm's EM debt strategy, is profiled and discusses Mexican oil refiner Pemex.
May 28, 2024 EisnerAmper
Pamela Dennett, a partner in the private client services at Eisner Advisory Group discusses the benefits of revocable living trusts.
May 24, 2024 Robeco
Robeco’s Colin Graham told “ Surveillance” that the ECB is in a worse place than the Fed at this point.
May 23, 2024 Waddell & Associates
Waddell & Associates’ David Waddell told “Last Call” that hawkish Fed speak and profit taking has weighed markets down.
May 22, 2024 Lafayette Square
Lafayette Square's Don Baylor writes for BenefitsPRO about how workplace benefits can have a meaningful impact on workers' financial lives and boost retention.
May 22, 2024 Matthews Asia
Matthews Asia's Peeyush Mittal discusses the economic implications of India's ongoing elections with Barron's.
Hamilton Capital
Alonso Munoz with Hamilton Capital Partners spoke with “The Watch List” about why concerns of consumers pulling back from purchases could lead to economic woes.
Wall Street Alliance Group
Wall Street Alliance Group’s Aadil Zaman joined “Making Money with Charles Payne” on set to discuss the markets and his investment strategy.