Por: Fox Business Tech July 26, 2023
Zeta Global [NYSE: ZETA] CEO David Steinberg gives his take on A.I. taking human jobs on Making Money. The rise of technologies may have a significant impact on the wealth management industry, but human financial advisor roles are unlikely to be automated away according to one major financial services firm. While AI has the capacity to rapidly provide financial insights by researching the vast expanses of the internet and investment firms have... + full article
MarketWatch USA Business May 20, 2023
The River Oak Discovery Fund invests in tech-oriented companies with market capitalizations of $5 billion or less, with an average of about $2 billion. It has a five-star rating, the highest, from Morningstar, despite having what the investment information firm considers... + más
NFL Playoff Scenarios | ABC News
Le Krewe du Roi celebrates the state at 58th annual Mardi Gras Ball | The Advocate
MarketWatch USA Business April 01, 2023
Even now, following an 18% decline in 2021, and a 4% return in 2023, the top five companies held by the SPDR S&P 500 ETF Trust , which tracks the benchmark index, make up 21.3% of the portfolio. These are Apple Inc. , Microsoft Corp. , Amazon.com Inc. , Nvidia Corp. and Alphabet... + más
What Are the Duties of A Trustee? | Forbes
These 2 ETFs show why owning small-cap stocks is key to beating the market at times like this | MarketWatch
Forbes USA Business February 02, 2023
Forbes/SHOOK Top Women Wealth AdvisorsForbes Forbes' top advisor rankings, developed by SHOOK Research, are the only advisor rankings with a focus on quality, including interviewing advisors in-person, virtually and by telephone. Unlike other advisor rankings, SHOOK is not... + más
JPMorgan's new affordable advice service lets investors call advisors as often as they want. Here's how it fits into exec Kristin Lemkau's plan to turbocharge the wealth business. | Business Insider
A surplus of fintechs focused on wealth management has financial advisors scrambling to stitch them together | Business Insider
New York Post USA Opinion January 26, 2023
Israel boycotters have a new home for waging economic war against the world’s only Jewish state: . Federal and state officials should respond by demanding transparency for investors, enforcing existing anti-boycott laws and preventing retirement funds from being weaponized for... + más
In Search Of Alpha Through ESG In The Private Markets | Forbes
Fighting back against the thuggish ‘ESG’ woke agenda | New York Post
MarketWatch USA Business December 18, 2022
Only three U.S. firms— Investments , and —won that ranking. “For the most part, we found that [leaders] have focused on sustainable investing, formerly known as socially responsible investing, since their inception. And, as such, that philosophy remains core to their... + más
Business Insider USA Business November 01, 2022
JPMorgan launched a new program today that allows clients with as little as $25,000 in investible assets to get financial guidance from advisors via phone or video as often as they want.This new Personal Advisors channel is part of US wealth management CEO Kristin Lemkau's... + más
Inside ex-Goldman Sachs banker Gregg Lemkau's big bet on himself | Business Insider
How Gregg Lemkau went from Goldman CEO contender to building a hybrid investment bank catering to billionaires | Business Insider
MarketWatch USA Business October 28, 2022
“The continued growth of U.S. sustainable funds even during a period of could signal that investor demand for sustainable funds is more ‘sticky’ than broader U.S. demand,” says Alyssa Stankiewicz, associate director of sustainability research at Morningstar and a... + más
‘They can actually derisk their portfolios’: Here’s where BlackRock is seeing iShares bond ETFs garner inflows amid climbing bond yields | MarketWatch
As investors hasten to the exit, $68 billion flees U.S. bond funds in 2022 | MarketWatch
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