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Top related persons:
Brian Portnoy - 5 Jason Pereira - 3 Bob Pisani - 2 Tony Rochte - 1 Morgan - 1 Alison Doyle - 1 Nasdaq's - 1 Rob Harvey - 1
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Search resuls for: "Brian Portnoy"


7 mentions found


☆ How financial advisors are using AI
  + stars: | 2024-02-12 | by ( Bob Pisani | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHow financial advisors are using AIJason Pereira, senior partner & financial planner at Woodgate Financial, and Brian Portnoy, Shaping Wealth founder, join CNBC's Bob Pisani on 'ETF Edge' live from the ETF Exchange conference in Miami to discuss how financial advisors are incorporating artificial intelligence into their work and the role the technology is playing on Wall Street.
Persons: Jason Pereira, Brian Portnoy, Bob Pisani Organizations: Woodgate Financial, Wealth, Exchange Locations: Miami
☆ ETF Edge, February 12, 2024
  + stars: | 2024-02-12 | by ( Bob Pisani | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailETF Edge, February 12, 2024Tony Rochte, Morgan Stanley Investment Management global head of ETFs, Alison Doyle, Nasdaq's ETP Listings head, Rob Harvey, Dimensional Funds co-head of product specialists, Jason Pereira, senior partner & financial planner at Woodgate Financial, and Brian Portnoy, Shaping Wealth founder, join CNBC's Bob Pisani on 'ETF Edge' live from the ETF Exchange conference in Miami to discuss ETF trends on their radar this year, how financial advisors are using AI and more.
Persons: Tony Rochte, Morgan, Alison Doyle, Nasdaq's, Rob Harvey, Jason Pereira, Brian Portnoy, Bob Pisani Organizations: Morgan Stanley Investment Management, Funds, Woodgate Financial, Wealth, Exchange Locations: Miami
☆ Bitcoin, AI and Magnificent 7: The emerging ETF trends as industry gathers for big conference
  + stars: | 2024-02-12 | by ( Bob Pisani | ) www.cnbc.com   time to read: +9 min
To grow, the ETF industry has to expand the offerings of active management and devise new ways to entice investors. The big topics in 2024: Bitcoin, AI, Magnificent 7 alternativesIn 2024, the industry is betting that the new crop of bitcoin ETFs will pull in billions. Financial advisors are divided on whether to jump inTen spot bitcoin ETFs have successfully launched. Inflows into bitcoin ETFs to date have been modest, but bitcoin ETFs are being viewed by some advisors as the first true bridge between traditional finance and the crypto community. Jason Pereira, senior partner & financial Planner, Woodgate Financial, is speaking on how financial advisors are using artificial intelligence.
Persons: Matt Hougan, Steve Kurz, David LaValle, Ric Edelman, Edelman, Gary Gensler's, bitcoin, Jason Pereira, Pereira, Roundhill's, Alex Zweber, Eric Veiel, Rowe Price, Brian Portnoy, Neil Bage, feely Organizations: ETF, LIV, Miami, Super, Advisors, JPMorgan, bitcoin, Galaxy, Edelman, Digital Assets, Financial Professionals, SEC, Apple, Microsoft, NVIDIA, China ETF Locations: Fontainebleau, Miami Beach, China, bitcoin
☆ 'Loud budgeting' is mentally and financially 'healthy,' says expert—and it's good etiquette too
  + stars: | 2024-01-29 | by ( Ryan Ermey | ) www.cnbc.com   time to read: +3 min
A number of stories emerged recently explaining the rise of a new viral money trend on TikTok: loud budgeting. And as long as you do it right, loud budgeting shouldn't ruffle feathers in your social circles either, says Diane Gottsman, an etiquette expert and founder of the Protocol School of Texas. "Loud budgeting is just another way of saying open communication," she says. Why loud budgeting is healthy financial psychologyGood money management requires two types of literacy, Portnoy says. The etiquette of loud budgeting: Be positive, but don't overshare
Persons: TikToker Lucas, I've, Buzzfeed, Brian Portnoy, Diane Gottsman, Portnoy, you've Organizations: Protocol, of Texas
☆ Forget ‘spend less’ or ‘save more.’ Make this your No. 1 financial resolution for 2024
  + stars: | 2023-12-28 | by ( Jeanne Sahadi | ) edition.cnn.com   time to read: +7 min
New York CNN —You may think that improving your financial life is simply a matter of taking unpleasant but necessary steps: Curb spending. So make just one financial new year’s resolution for 2024: Figure out what financial well-being means for you. You can avoid the action but you can’t bury something completely when it comes to money,” Agnew said. Spend in ways that are true to who you are, not others’ expectationsBeyond creating a greater sense of security, financial well-being is about using your money as you wish. Figure out your relationship with moneyThere are plenty of other ways to define financial well-being for yourself.
Persons: ”, Ashley Agnew, you’re, Agnew, you’ll, ” Agnew, “, Meghaan, It’s, ” Lurtz, Lurtz, Brad Klontz, Morgan Hounsel, Brian Portnoy Organizations: New, New York CNN, Financial Therapy Association, Centerpoint Advisors Locations: New York, Here’s
☆ Don't be fooled by these 9 common money myths, finance gurus say
  + stars: | 2023-04-01 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +8 min
CNBC polled eight personal finance experts to help answer one question: What are the biggest money myths out there for consumers? Dealers therefore can have an incentive to charge a higher rate because they will also make more money, she said. Myth #3: Financial 'advice' always has your best interests at heartThere's a misconception that every financial advisor is a "fiduciary," said George Kinder, who pioneered the "life planning" branch of financial advice. "Although households and regulators remain concerned about the cost of financial advice, it's the absence of holistic financial advice that turns out to be so expensive," he said. There are many different fee models for financial advice, and the cost doesn't have to be significant: Many advisors have hourly or project rates, for example.
☆ A financial planner says open enrollment is a prime opportunity to build your retirement savings — here's how
  + stars: | 2020-11-19 | by ( Liz Knueven | Stephanie Hallett | Personal Finance Reporter | ) www.businessinsider.com   time to read: +4 min
Investment advisor and financial planner Blair duQuesnay says she uses open enrollment to save more for retirement, signing up for a high-deductible healthcare plan with access to a Health Savings Account, or HSA. AdvertisementFor most people, open enrollment doesn't go beyond signing up for health insurance coverage for the coming year. However, HSAs are only available if you enroll in a high-deductible healthcare plan during open enrollment. And you don't always have to have a high-deductible healthcare plan to keep your HSA open and growing. "I hope to resume my HSA savings in future years to build a savings account for future healthcare costs," she writes.
Persons: Blair duQuesnay, —, Joshua Brown, Brian Portnoy's, duQuesnay, It's, she'll Organizations: Investment, Service, Finance, Invest, Fidelity
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