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Top related persons:
Jason Pereira - 3 Brian Portnoy - 3 Bob Pisani - 2 Tony Rochte - 1 Morgan - 1 Alison Doyle - 1 Nasdaq's - 1 Rob Harvey - 1
Top related locs:
Miami Fontainebleau Miami Beach China bitcoin
Top related orgs:
Woodgate Financial - 2 Wealth - 2 Exchange - 2 Morgan Stanley Investment Management - 1 Funds - 1 ETF - 1 LIV - 1 Miami - 1

Search resuls for: "Jason Pereira"


3 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
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