This chapter explores the remarkable growth of a leading financial advisory firm, emphasizing its appeal to high net worth investors and the shift towards independent financial services. It discusses the rise of private credit as a mainstream investment option, the allure of cryptocurrency, and the increasing integration of AI in financial planning. The speakers reflect on their journey of providing customized financial strategies while adapting to the evolving landscape of wealth management.
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
Peter Mallouk, CEO at Creative Planning, discusses advising high-net clients. Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, shares her thoughts on the Fed ahead of Wednesday's rate decision. VanEck CEO Jan van Eck talks about direct indexing, tokenization.
Hosts: Carol Massar and Barry Ritholtz. Producer: Paul Brennan.
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