Bloomberg Businessweek

Day Two, Part Two from Future Proof Festival

Sep 18, 2024
Peter Mallouk, CEO at Creative Planning, specializes in advising high-net clients and discusses the evolving landscape of wealth management. Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, dives into the Fed's impending rate decision, highlighting its impact on investments. Jan van Eck, CEO of VanEck, shares insights on direct indexing and tokenization, showcasing innovative strategies for managing wealth. The conversation balances optimism with caution, emphasizing the need for emotional management in uncertain financial climates.
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