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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 11, 2024 Unlimited

Unlimited CEO Bob Elliott comments on recent reversals in the US stock market.

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 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 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 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 8, 2024 Provenance

Provenance Blockchain CEO Anthony Moro was live from the NYSE, discussing the tokenization of real-world assets.

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 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 Citizens

Eric Merlis, MD and co-head of global markets at Citizens, weighs in on today's jobs report.

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 Innovator ETFs

Innovator ETF featured in article about the use of buffered funds to hedge election year risk.

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.

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 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 25, 2024 Waddell & Associates

David Waddell of Waddell & Associates discusses how interest rates and inflation are impacting the housing supply.

June 21, 2024 Unlimited

Bob Elliott with Unlimited discussed the day’s market action with “Closing Bell: Overtime."

June 21, 2024 Provenance

Anthony Moro, of Provenance Blockchain Labs, offered insights regarding the use of tokenization by traditional financial firms.

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 Citizens

Mark Valentino, head of business banking at Citizens, discussed technology small-business owners are implementing to help manage cash flow.

June 18, 2024 Neuberger Berman

Neuberger Berman’s Dan Flax told “Squawk Box” that Apple intelligence will drive continued growth.

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 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 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

Pamela Dennett, a partner in the private client services at Eisner Advisory Group discusses the benefits of revocable living trusts.

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 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 EisnerAmper

EisnerAmper financial advisor Michele Martin offers advice on managing a large inheritance.

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 Matthews Asia

Matthews Asia's Peeyush Mittal discusses the economic implications of India's ongoing elections with Barron's.

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 18, 2024 Digital Risk

Digital Risk managing partner Jeff Taylor discusses the advantages of a home-equity loan over a personal loan

May 13, 2024 Neuberger Berman

Neuberger Berman’s John San Marco discussed Home Depot on “Closing Bell Overtime.”

May 13, 2024 Corestone Capital

Corestone Capital’s Will McDonough told “Trading Day” that Tesla is best positioned against Chinese supply shocks.

May 10, 2024 Crossmark Global Investments

Crossmark’s Victoria Fernadez told ”Last Call” that the market is looking at everything through the lens of inflation.

May 9, 2024 Citizens

Citizens JMP’s Nick Jones discussed Airbnb Q1 earnings on “Trading 360.”

May 8, 2024 Advisors Capital Management

ACM’s Chuck Lieberman told “The Open” that the inflation numbers are very important for the bond market.

May 7, 2024 Innovator ETFs

Innovator ETFs’ Tim Urbanowicz told “The Claman Countdown” that we will continue to see volatility in interest rates.

May 6, 2024 Aspiriant

Aspiriant’s Sandi Bragar told “Wealth!” that couples could talk about money to be on the same page and avoid potential financial issues.

May 3, 2024 Unlimited

Unlimited’s Bob Elliot joined “Closing Bell Overtime” to discuss markets.

May 2, 2024 Wall Street Alliance Group

Wall Street Alliance Group’s Aadil Zaman explains why the market is due for a pullback on 'Making Money with Charles Payne.”

May 1, 2024 Citizens

Citizens’ Ted Swimmer discussed the capital markets environment and M&A activity on “Trading 360.”

April 30, 2024 Neuberger Berman

Neuberger Berman’s Kevin McCarthy discussed Starbucks earnings on “Closing Bell Overtime.”

April 29, 2024 Kopernik

Kopernik’s Alissa Corcoran discussed the opportunities in gold equities on “Trading Day.”

April 29, 2024 Innovator ETFs

Innovator ETFs Tim Urbanowicz told “Closing Bell Overtime” that investors are going to be focused on Amazon, Apple and the Fed.

April 25, 2024 Crossmark Global Investments

Crossmark Global Investments' Bob Doll told “Making Money with Charles Payne” that Powell will have to wait before lowering rates.

April 24, 2024 Provenance

Anthony Moro, CEO of Provenance Blockchain Foundation, joined Moody's podcast to discuss tech and infrastructure developments shaping financial asset tokenization.

April 23, 2024 Neuberger Berman

David Lyon, Head of NB Capital Solutions at Neuberger Berman, pens an op-ed on private credit bubbles for Pensions & Investments.

April 22, 2024 Advisors Capital Management

Advisor Capital Management’s JoAnne Feeney told “The Close” that after last year’s weak earnings we are starting to see a bounce back this year.

April 19, 2024 Bitwise

Bitwise Matt Hougan told “Trading Day” that the bitcoin halving event is historically bullish.

April 18, 2024 Matthews Asia

Peeyush Mittal, Portfolio Manager at Matthews Asia, discusses with CNBC what stocks to buy as India’s huge election gets underway.

April 17, 2024 Neuberger Berman

Feature article on Neuberger Berman's Sustainable Equity Fund.

April 16, 2024 Wall Street Alliance Group

Wall Street Alliance Group’s Aadil Zaman discussed where investors should jump in if there is a Mag 7 pullback on “Worldwide Exchange."

April 15, 2024 Citizens

Citizens’ Devin Ryan told “The Close” that interest rates moving higher have been a real tailwind for Morgan Stanley.

April 11, 2024 Waddell & Associates

David Waddell, CEO & Chief Investment Strategist at Waddell & Associates, provides his take on markets and interest rates.

April 11, 2024 Ark Invest

ARK’s Cathie Wood interviewed about the firm’s new position in OpenAI.

April 11, 2024 Framework Ventures

Framework Ventures leads investment in DePIN Platform, a leading Web3/blockchain infrastructure company.

April 10, 2024 Crossmark Global Investments

Crossmark Global Investments' Bob Doll discussed the Fed's quest for 2% inflation on “Making Money with Charles Payne.”

April 9, 2024 Ava Labs

Ava Lab’s John Wu told “Mornings with Maria” that his outlook for crypto in 2024 is very positive.

April 9, 2024 Unlimited

Bob Elliott, CEO and CIO of Unlimited, discusses the influence of hedge fund activity on recent movements in the commodities market.

April 8, 2024 Ark Invest

ARK Invest’s Tasha Keeney discussed Tesla’s expected launch date of its robotaxi on “Yahoo! Live.”

April 5, 2024 Crossmark Global Investments

Crossmark Global Investments' Bob Doll reacts to the March jobs report on “Mornings with Maria.”

April 4, 2024 TwinFocus

Paul Karger and John Pantekidis, MPs at TwinFocus, write about why professional investment managers need help managing their own personal wealth.

April 4, 2024 Crossmark Global Investments

Crossmark Global Investments' Victoria Fernandez told “The Close '' that until you see cracks in the labor market there is going to be a strong consumer.

April 4, 2024 Citizens

Citizens JMP’s Nick Jones joined “Yahoo Live” to discuss Grindr's potential and what it could look like moving forward.

April 3, 2024 Ark Invest

ARK Invest’s Cathie Wood told “Squawk Box” that now is not the time to bail on Tesla.

April 2, 2024 Citizens

Don McCree, Vice Chair and Head of Commercial Banking at Citizens, explains why his optimism has returned to the market as interest rates have stabilized and the dealmaking pipeline has improved.

April 2, 2024 Unlimited

Unlimited’s Bob Elliott told “Yahoo Live” that consensus growth expectations in the US for 2024 went from well below 1% to now 2.2% for 2024.

April 1, 2024 Advisors Capital Management

Advisor Capital Management’s Amber Kanwar told “The Close” that there's a fair chance the U.S. Federal Reserve doesn't cut rates this year.

April 1, 2024 PEWIN

PEWIN Executive Director Emily Mendell discusses the importance of diversity to help address changing demographics in finance.

March 28, 2024 Grafine

Grafine Partners, a female-founded private equity firm, was profiled in Buyouts Magazine following the close of their inaugural fund at $600 million.

March 28, 2024 Bitwise

Bitwise’s Matt Hougan told “Technology” that we have entered a new institutional moment for crypto.

March 27, 2024 Crossmark Global Investments

Crossmark Global Investments' Victoria Fernandez joined “Closing Bell” to discuss how investors should position in today’s market.

March 26, 2024 EisnerAmper

EisnerAmper’s Michelle Martin discussed the benefits of alternate investing strategies on “Wealth.”

March 25, 2024 Boosted.ai

Boosted.ai discusses the launch of an ETF that relies wholly on artificial intelligence to make investment decisions.

March 25, 2024 Innovator ETFs

Innovator Funds featured as one of the fastest-growing ETF firms in the U.S.

March 22, 2024 Bitwise

Bitwise's Hunter Horsley told "Live" that bitcoin ETFs have almost been like an IPO for crypto.

March 21, 2024 Advisors Capital Management

Advisor Capital Management's JoAnne Feeney joined "The Open" to discuss how investors can create breadth in their portfolios.

March 21, 2024 Neuberger Berman

Neuberger Berman's Kevin McCarthy told "Closing Bell" that Nike is under earning and explained why he's bullish on the stock.

March 20, 2024 Crossmark Global Investments

Crossmark Global's Bob Doll discussed the Fed's rate decision on "The Open."

March 19, 2024 Raymond James

News article on Raymond James's newly named CEO, Paul Shoukry.

March 19, 2024 Robeco

Arnout van Rijn, PM at Robeco, Discussed Japan's First Interest rate rise in 17 years

March 19, 2024 EisnerAmper

Miri Forster, a partner at Eisner LLP, discusses the IRS's new focus on personal audits of wealthy individuals.

March 18, 2024 Advisors Capital Management

Advisor Capital Management’s JoAnne Feeney joined “ Worldwide Exchange” to discuss how markets are in a transitional period.

March 15, 2024 Innovator ETFs

Innovator ETF’s Tim Urbanowicz joined “Yahoo! Live" to discuss investor psychology.

March 15, 2024 Neuberger Berman

Shannon Saccocia, CIO of Neuberger Private Wealth, discusses outlook for markets in advance of Fed meeting.

March 14, 2024 Matthews Asia

Matthew's Asia Shuntaro Takeuchi discusses the investment opportunity in the Japanese market.

March 14, 2024 Crossmark Global Investments

Crossmark Global’s Victoria Fernandez discussed the momentum-driven bull market while on “Worldwide Exchange."

March 13, 2024 Ark Invest

Ark Invest CEO Cathie Wood spoke about the surge in Bitcoin while on “Market Overtime."

March 12, 2024 Okapi

Okapi’s Bruce Goldfarb discussed the state of investor activism while on “Yahoo! Live."

March 11, 2024 Crossmark Global Investments

Crossmark Global’s Bob Doll spoke with “Squawk on the Street” about the markets, economy and the upcoming Fed meeting.

March 8, 2024 Defiance ETFs

Defiance’s Sylvia Jablonski joined “Trading Day” with her hot stock picks.

March 7, 2024 Crossmark Global Investments

Crossmark Global’s Bob Doll discussed where he sees opportunities outside of the U.S. while on “Yahoo! Live."

March 6, 2024 Unlimited

Unlimited’s Bob Elliott joined “the Open” to discuss the latest market trends and outlook for the Fed.

March 5, 2024 Ava Labs

John Wu with Ava Labs told “Trading Day” that Bitcoin could easily hit $100K by year-end.

March 4, 2024 Unlimited

Unlimited's Bob Elliott provides macro commentary on the direction of Japan's economy.

March 1, 2024 Bitwise

Matt Hougan with Bitwise spike with “Fox Business” about the latest crypto moves and bitcoin’s new highs.

February 29, 2024 Bitwise

Bitwise’s Matt Hougan spoke about Bitcoin, Bitwise’s BITB ETF and the latest crypto moves on “Squawk Box."

February 27, 2024 Crossmark Global Investments

Victoria Fernandez of Crossmark Global spoke with “Surveillance” about the markets and her latest investment strategy.

February 26, 2024 Robeco

Robeco's Portfolio Manager Colin Graham discusses the relationship between stock market moves and GDP growth.

February 26, 2024 Brandes

Brandes Investment Partners portfolio manager Brent Fredberg discusses Brandes Global Equity Fund.

February 26, 2024 Matthews Asia

CNN Business quoting Matthews Asia Portfolio Manager Peeyush Mittal about the investment opportunity in India.

February 23, 2024 Innovator ETFs

Tim Urbanowitz with Innovator ETFs discussed investing in tech during the current bull run while on “Market on Close."

February 22, 2024 Neuberger Berman

Dan Flax with Neuberger Berman discussed Nvidia earnings and growth expectations on “Yahoo! Live."

February 21, 2024 Innovator ETFs

Innovator ETFs’ Tim Urbanowicz told “Worldwide Exchange” that Nvidia is all about risk management and exposure maintenance.

February 20, 2024 London Business School

London Business School's Professor Fernandez-Mateo featured in a story on the challenges faced by women CEOs in the Fortune 500.

February 19, 2024 Defiance ETFs

Sylvia Jablonski with Defiance ETFs discussed the markets on “Making Money with Charles Payne.”

February 16, 2024 Ark Invest

Ark Invest’s Cathie Wood discussed AI as a catalyst for innovation on “Mornings with Maria.”

February 15, 2024 Matthews Asia

Matthews Asia's CIO Sean Taylor weighs in on how China went from a growth to a value story.

February 14, 2024 Digital Risk

Jeff Taylor with Digital Risk gave his latest outlook on the housing market on “Worldwide Exchange.”

February 13, 2024 Unlimited

Bob Elliott, Chief Investment Officer of Unlimited, weighs in on recent moves in the equity markets.

February 13, 2024 Advisors Capital Management

JoAnne Feeney with Advisors Capital Management talked about Cashing in on love—which stocks to marry, which to date and the one that got away on “The Open.”

February 12, 2024 Citizens

Jordan Bender with Citizens JMP joined “The Watch List” to discuss his outlook for online gaming stocks.

February 9, 2024 Crossmark Global Investments

Crossmark Global’s Bob Doll told “Cavuto: Coast to Coast” that the markets want to climb and suggests S&P 6000 is next.

February 8, 2024 Unlimited

Unlimited’s Bob Elliott discussed the latest market moves and investment strategy on “The Close."

February 7, 2024 Ark Invest

Ark Invest’s Cathie Wood joined “Last Call” from Ark’s Big Ideas conference to discuss the markets, Ark’s investment strategies and big tech companies.

February 6, 2024 Defiance ETFs

Sylvia Jablonski with Defiance discussed the Fed, rates, inflation and the market impact on “Squawk Box.”

February 5, 2024 Axxes Capital

Axxes Capital’s Joe DaGrosa spoke with “Trading 360” about how no sector is immune to volatility.

February 1, 2024 Crossmark Global Investments

Victoria Fernandez with Crossmark discussed stock market headwinds on "Making Money."

February 1, 2024 Ark Invest

Feature Q&A with ARK's Cathie Wood in which she discusses the next "big thing."

January 30, 2024 London Business School

Professor Ben Hardy of the London Business School offers guidance for corporate boards in anticipation of US presidential election.

January 26, 2024 Advisors Capital Management

JoAnne Feeney with Advisors Capital Management discussed prospective Fed moves on “Squawk Box.”

January 25, 2024 Corestone Capital

Corestone Capital’s Will McDonough discussed Tesla on “Morning Markets.”

January 24, 2024 Boosted.ai

Boosted.ai CEO Josh Pantony spoke with “Yahoo! Live” about the company and how AI can reshape investor portfolios.

January 23, 2024 CenterSquare

CenterSquare Investment Management's Alex Snyder discusses the merits of office real estate debt.

January 22, 2024 Defiance ETFs

Sylvia Jablonski with Defiance ETFs joined “Squawk Box” to discuss why the “Mag 7” stocks are all considered AI stocks now.

January 19, 2024 CenterSquare

Reuters quotes and cites data from CenterSquare Investment Management's outlook for global REITs.

January 19, 2024 Crossmark Global Investments

Bob Doll with Crossmark Global discusses earnings estimates on “Morning Markets.”

January 18, 2024 CenterSquare

Uma Moriarity of CenterSquare Investment Management discusses opportunities in CRE in the FT’s popular Unhedged column.

January 17, 2024 Ava Labs

John Wu with Ava Labs joined “Cavuto: Coast to Coast” to discuss the latest crypto news and price movement.

January 16, 2024 Advisors Capital Management

Chuck Lieberman with Advisors Capital Management discussed banks and earnings on “Morning Trade Live.”

January 15, 2024 TwinFocus

Wealth advisor Paul Karger of Twin Focus weighs in on the race for Bitcoin ETF asset-gathering.

January 12, 2024 Crossmark Global Investments

Crossmark’s Victoria Fernandez discussed the latest market moves on “Surveillance.”

January 11, 2024 Bitwise

Matt Hougan with Bitwise spoke with “Yahoo! Live” about the Spot Bitcoin ETF approvals and what it means for the crypto sector.

January 10, 2024 Citizens

Citizens' 2024 M & A outlook reveals that mid-market optimism ‘pops’ to highest level since 2020.

January 10, 2024 Brown

Brown Advisory's Sustainable Growth named among 2023's top 5 ESG funds.

January 9, 2024 Hashdex

Hashdex’s Samir Kerbage discussed the Spot Bitcoin ETF outlook with “Yahoo! Live.”

January 8, 2024 Defiance ETFs

Defiance ETFs’ Sylvia Jablonski discussed the latest market moves with “Making Money with Charles Payne."

January 5, 2024 Matthews Asia

Matthews' portfolio manager Shuntaro Takeuchi provides analysis and actionable ideas for investing in Japan in 2024.

January 4, 2024 Ark Invest

Hashdex, ARK and Bitwise all cited as firms vying for SEC approval for the first spot Bitcoin ETF.

January 3, 2024 Innovator ETFs

Innovator ETFs’ Bruce Bond spoke with “The Close” about the markets and his investment strategy.

January 2, 2024 Robeco

Robeco's Sander Bus and Reinout Schapers make the case for investment-grade credit in a '24 fixed income outlook piece.