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4 Retirement Planning Steps Middle-Class Americans Should Take in 2025

If you are part of the middle class, planning ahead is crucial to set yourself up for financial success in terms of your retirement.

Your Guide to Investor Education ->

We explore the key steps to attaining financial literacy and ways to improve your investing knowledge.

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Smart Investing

Whether you're just starting out or looking to brush up on your investing skills, we'll help you make smarter decisions about saving, investing and protecting your money.

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: Introduction to Investing

Discover everything you need to know about investing to get started.

Trading Essentials

Discover the trading essentials.

Everyday Economy

Economic factors and trends can give investors some idea of what might happen to the stock market.

Money Matters

From retirement, to saving for life moments, this section lays out the basics for money management.

Potential Tax Legislation in 2025 and 2026 and What Investors

Jeff Levine, Professor of Practice in Tax Planning at The American College of Financial Services, Sophia Duffy, Associate Professor of Business Planning and Program Director at The American College of Financial Services, and Michael Finke, Professor of Wealth Management, WMCP® Program Director, Director for the Granum Center for Financial Security, Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services, join Jill Malandrino on Nasdaq TradeTalks to discuss potential tax legislation in 2025 and 2026 and what investors and financial advisors should be considering.

Dec 05, 2024

How Strategic Investments in Emerging Economies Serve as a Tool for Fostering Economic Stability

Claudia Duran, Regional Managing Director, Endeavor North America, Gina Gotthilf, Co-Founder, Latitud, and Julia Figueiredo, Director of America's at Partners for Growth, join Jill Malandrino on Nasdaq TradeTalks to discuss how strategic investments in emerging economies serve as a critical tool for fostering economic stability and enhancing national security.

Dec 04, 2024

The State of the Private Market and Where Investors Are Deploying Capital

Tom Callahan, CEO of Nasdaq Private Market and Michael Weisz, Founder & CEO of Yieldstreet, join Jill Malandrino on Nasdaq TradeTalks to discuss the state of the private market and where investors are deploying capital.

Dec 03, 2024

The Venture Capital and Alternative Investment Environment

Kyle Brown, CEO of Trinity Capital and Ted Yarbrough, President & Chief Investment Officer of Yieldstreet, join Jill Malandrino on Nasdaq TradeTalks to discuss the venture capital and alternative investment environment and what regions and sectors offer attractive opportunities.

Nov 19, 2024

Digital Asset Tax Reporting Regulations and Compliance Timeline

Erin Fennimore, VP of Tax at Taxbit, Tal Zackon, Co-Founder & CEO of TRES, and Jessalyn Dean, VP of Tax Information Reporting at Ledgible, join Jill Malandrino on Nasdaq TradeTalks to discuss digital asset tax reporting regulations and compliance timeline.

Nov 18, 2024

The Main Challenges Retail Investors and Traders Faced in 2024

Andrew McCormick, Head of eToro US, Tom Bruni, Head of Market Research at StockTwits, andJay Jacobs, Head of Thematics & Active ETFs at BlackRock, join Jill Malandrino on Nasdaq TradeTalks to discuss the main challenges retail investors and traders faced in 2024 and what they are using to manage their portfolios.

Nov 12, 2024

A High Tech and High Touch Approach Towards Modern Investing

Luke Lim, Managing Director at Phillip Securities, joins Jill Malandrino on Nasdaq TradeTalks from the Singapore FinTech Festival to discuss a high tech and high touch approach towards modern investing.

Nov 08, 2024

Gen AI and the Future of Banking, Stages of Adoption, and Challenges to Overcome

Michael Abbott, Senior Managing Director and Global Banking Lead at Accenture, joins Jill Malandrino on Nasdaq TradeTalks from the Singapore FinTech Festival to discuss Gen AI and the future of banking, stages of adoption, and challenges to overcome.

Nov 06, 2024

The Evolution of Employee Retirement Solutions and Selecting the Best Product

Alyssa Zagrobski, Director of Retirement Plan Services at Shelton Capital Management Carrie Freeburg, SVP of Product & Marketing, SILAC Insurance Company, join Jill Malandrino on Nasdaq TradeTalks to discuss the evolution of employee retirement solutions and selecting the best product.

Oct 24, 2024

Navigating the New SEC Rule 15c3-3 Daily Computation Mandate: From Challenges to Opportunities

Sophie Marnhier-Foy, Nasdaq, moderated a discussion between Rochelle Pullman, Nasdaq, Chris Springer, RSM, and Jack Knecht, ING, surrounding the new SEC rule 15c3-3 and how AxiomSL can support the change.

Sep 24, 2024

What the Fed’s Move to Cut Rates Implies for Near- and Long-Term Monetary Policy

James McCann, Deputy Chief Economist, abrdn, James Ragan, Director of Wealth Management at D.A. Davidson, and Douglas Evans, CIO of Callan Family Office, join Jill Malandrino on Nasdaq TradeTalks to discuss what the Fed’s move to cut rates implies for near- and long-term monetary policy and how investors should be positioned through Q4.

Sep 23, 2024

Huntress: Unparalleled Growth

Kyle Hanslovan, Co-Founder and CEO of Huntress, sits does with Nasdaq's Kristina Ayanian to celebrate their $100M in ARR milestone.

Sep 16, 2024

Question Today: Can We Rewrite the Investor Landscape?

With BlackRock’s recent launch of ETHA, a first-of-its-kind ETP, investors are provided with a more efficient and convenient way to invest in Ether, the native token of Ethereum. We spoke with Jay Jacobs, BlackRock’s U.S. Head of Thematic and Active ETFs, about BlackRock’s innovation in the ETP space and why he believes the introduction of ETHA on Nasdaq can be a steppingstone for Gen Z and Millennial investors.

Sep 13, 2024

The Interest and Educational Divide When It Comes to Investments That Align With Their Values

Dana D'Auria, Co-CIO & Group President of Solutions, Envestnet, Bridget Costello, Wealth Advisor at Kayne Anderson Rudnick, and Haleh Moddasser, Managing Partner & Senior Wealth Management Advisor at Stearns Financial Group join Jill Malandrino on Nasdaq TradeTalks to discuss the tailored financial advice that is needed for the female demographic and the interest and educational divide when it comes to investments that align with their values.

Sep 13, 2024

Amalgamated Bank: Celebrating KBW's 25th Annual Community Bank Investor Conference

Jason Darby, Chief Financial Officer of Amalgamated Bank, sits down with Nasdaq's Kristina Ayanian sits down with Nasdaq's Kristina Ayanian to discuss their mission in honor of KBW's 25th Annual Community Bank Investor Conference.

Sep 12, 2024

NewtekOne: Celebrating KBW's 25th Annual Community Bank Investor Conference

Barry Sloane, Chairman, President and CEO of NewtekOne, sits down with Nasdaq's Kristina Ayanian to discuss their mission in honor of KBW's 25th Annual Community Bank Investor Conference.

Sep 11, 2024

Crossfirst Bank: Celebrating KBW's 25th Annual Community Bank Investor Conference

Mike Maddox, President and CEO of Crossfirst Bank, sits down with Nasdaq's Kristina Ayanian to discuss their mission in honor of KBW's 25th Annual Community Bank Investor Conference.

Sep 11, 2024

First Internet Bank: Celebrating KBW's 25th Annual Community Bank Investor Conference

David Becker, CEO of First Internet Bank, sits down with Nasdaq's Kristina Ayanian to discuss their mission in honor of KBW's 25th Annual Community Bank Investor Conference.

Sep 11, 2024

The Asset Allocation Decisions That Advisors Are Making in This Market

Andy Hyer, Client Portfolio Manager at Nasdaq Dorsey Wright, and Ian Saunders, Senior Analyst at Nasdaq Dorsey Wright, join Jill Malandrino on Nasdaq TradeTalks to discuss the asset allocation decisions that advisors are making in this market.

Sep 09, 2024

Equity Bank: Celebrating KBW's 25th Annual Community Bank Investor Conference

Brad Elliott, Founder, Chairman and CEO of Equity Bank, sits down with Nasdaq's Kristina Ayanian to discuss their mission in honor of KBW's 25th Annual Community Bank Investor Conference.

Sep 04, 2024

Titanium Ventures: Fueling the Growth of Standout Disruptors

Mark Sherman, Managing Partner at Titanium Ventures sits down with Nasdaq's Chief Client Officer Joe Brantuk to discuss the venture capital landscape and investment sectors driving future returns.

Aug 13, 2024

Burke & Herbert Financial Services: Celebrating KBW's 25th Annual Community Bank Investor Conference

David Boyle, CEO of Burke & Herbert Bank, sits down with Nasdaq's Kristina Ayanian to discuss their mission in honor of KBW's 25th Annual Community Bank Investor Conference.

Sep 03, 2024

b1Bank: Celebrating KBW's 25th Annual Community Bank Investor Conference

Jude Melville, CEO of b1Bank, sits down with Nasdaq's Kristina Ayanian to discuss their mission in honor of KBW's 25th Annual Community Bank Investor Conference.

Aug 30, 2024

Accelerating Women In Sports

Nasdaq convened trailblazers across sports, business, fashion and media for a dinner and fireside chat hosted by Nasdaq CEO Adena Friedman and Ladies Professional Golf Association (LPGA) Commissioner Mollie Marcoux Samaan on accelerating women in sports.

Aug 29, 2024

Five Star Bank: Celebrating KBW's 25th Annual Community Bank Investor Conference

James Beckwith, CEO of Five Star Bank, sits down with Nasdaq's Kristina Ayanian to discuss their mission in honor of KBW's 25th Annual Community Bank Investor Conference.

Aug 29, 2024

MidWestOne: Celebrating KBW's 25th Annual Community Bank Investor Conference

Len Devaisher, President and COO of MidWestOne, sits down with Nasdaq's Kristina Ayanian to discuss their mission in honor of KBW's 25th Annual Community Bank Investor Conference.

Aug 28, 2024

VersaBank: Celebrating KBW's 25th Annual Community Bank Investor Conference

David Taylor, President and CEO of VersaBank, sits down with Nasdaq's Kristina Ayanian to discuss their mission in honor of KBW's 25th Annual Community Bank Investor Conference.

Aug 28, 2024

Generational Trends Regarding Investments in Alternative Assets

Nelson Chu, Founder & CEO of Percent, Jack Macdowell, Chief Investment Officer of Palisades Group, and Mustafa Humayun, Partner & Portfolio Manager at Sagard Credit, join Jill Malandrino on Nasdaq TradeTalks to discuss generational trends regarding investments in alternative assets and the value of disciplined deal selection.

Aug 22, 2024

How Asset Managers Are Investing in Emerging Technologies

Will Karkar, Senior Partner - Investment Management Strategy & Transformation at Alpha FMC and Daniel Burke, CFA, Investment Management Partner at Callan Family Office, join Jill Malandrino on Nasdaq TradeTalks to discuss how asset managers are investing in emerging technologies, the role of M&A in building out tech, and talent dynamics.

Aug 20, 2024

The Defining Features of Thematic Investments and How to Get Exposure to Them

Jason Chen, Senior Research Analyst at DWS Group and Mark Marex, Senior Director of Index Research & Development with Nasdaq Investment Intelligence, join Jill Malandrino on Nasdaq TradeTalks to discuss the defining features of thematic investments and how to get exposure to them.

Aug 12, 2024

What Risks and Bright Spots Investors Should Be Aware Of

Shaniel Ramjee, Co-Head of Multi Asset London at Pictet Asset Management, Seamus Smyth, Chief Economist at Virtus Investment Partners, and Matt Lloyd, Chief Investment Strategist at Advisors Asset Management, join Jill Malandrino on Nasdaq TradeTalks to discuss the confluence of factors impacting the market and what risks and bright spots investors should be aware of.

Aug 09, 2024

Why AI Is About to Make All of Us Software Developers

Amit Shah, Co-Founder & CEO of Instalily and Jacob Laurvigen, Co-Founder & CEO of Neuralogics, join Jill Malandrino on Nasdaq TradeTalks to discuss why AI is about to make all of us software developers and what investors should look for when determining what to invest in.

Aug 07, 2024

How Investors Are Thinking About Decision Making as the Election Cycle Plays Out

Joe Cavatoni, Market Strategist at World Gold Council and Kevin Mahn, President & Chief Investment Officer of Hennion & Walsh, join Jill Malandrino on Nasdaq TradeTalks to discuss how investors are thinking about decision making as the election cycle plays out.

Aug 07, 2024

Why Investors Should Watch Volatility Futures Versus the Spot to Get a Feel for Sentiment

Russell Rhoads, Associate Clinical Professor of Finance at Indiana University and Dan Deming, Managing Partner at KKM Financial, join Jill Malandrino on Nasdaq TradeTalks to discuss why investors should watch volatility futures versus the spot to get a feel for sentiment.

Aug 05, 2024

IREN Rings the Nasdaq Stock Market Opening Bell

IREN (Iris Energy Limited) (Nasdaq: IREN), a leading next-generation data center business powering the future of Bitcoin, AI and beyond will host an Analyst & Investor Day at the Nasdaq MarketSite in Times Square on Tuesday, July 23, 2024. In honor of the occasion, Daniel Roberts and Will Roberts, Founders & CEOs, ring the Opening Bell.

Jul 23, 2024

What Will Remain Top of Mind for Investors in the Second Half of the Year?

Nanette Abuhoff Jacobson, Global Investment Strategist at Hartford Funds, Brian Joyce and Madie Radner on the Nasdaq Market Intelligence, and Massud Ghaussy, Senior Analyst with Nasdaq IR Intelligence join Jill Malandrino on Nasdaq TradeTalks to discuss what will remain top of mind for investors in the second half of the year.

Jul 16, 2024

How the Rapidly Changing Tech-Driven Economy Is Shaping the Future of Work

Marlon Lindsay, Founder & CEO of 21stCentEd, David Adefeso, Founder & CEO of Sootchy, and Bevon Joseph, Financial Education Advisor to NYC Department of Education and Campus Coin Invest, join Jill Malandrino on Nasdaq TradeTalks to discuss how the rapidly changing tech-driven economy is shaping the future of work, with a specific focus on preparing young people in New York City through financial literacy and entrepreneurial education.

Jul 02, 2024

A New Investing Environment for Market Participants

Dr. Noah Weisberger, Managing Director - Institutional Advisory & Solutions at PGIM, Eric Sterner, Chief Investment Officer of Apollon Wealth Management, Rick Pitcairn, Chief Global Strategist at Pitcairn, and Chris Dearborn, Managing Director on the Nasdaq Market Intelligence Desk, join Jill Malandrino on Nasdaq TradeTalks to discuss why a sustained positive stock-bond correlation regime would be a new investing environment for many market participants.

Jun 26, 2024

How Technology Is Reshaping Investing by Making Markets and Financial Literacy More Accessible

Linda Royer, CEO of VectorVest, Lule Demmissie, CEO – US of eToro, and Brie Williams, Head of Practice Management at State Street Global Advisors join Jill Malandrino on Nasdaq TradeTalks to discuss how technology is reshaping investing by making markets and financial literacy more accessible.

Jun 25, 2024

The Spread Between the Mega-Cap AI Trade and the Rest of the Market

Scott Nations, President of Nations Indexes and Mark Sebastian, CEO of Option Pit, join Jill Malandrino on Nasdaq TradeTalks to discuss the spread between the mega-cap AI trade and the rest of the market and if something is brewing beneath the surface with traders expecting a quiet summer.

Jun 17, 2024

Global Investment and Macro Themes

Alex Gunz, Fund Manager at Heptagon Capital, John Porter, Chief Investment Officer of Newton Investment Management, and Zehrid Osmani, and Senior Portfolio Manager at Martin Currie - a specialist investment manager of Franklin Templeton join Jill Malandrino on Nasdaq TradeTalks to discuss global investment and macro themes and what areas of the market are most attractive for investors.

Jun 17, 2024

Why Select Alternative Assets Into Portfolio Construction Can Lead to a Better Portfolio

Cliff Corso, President & Chief Investment Officer of Advisors Asset Management, Alexandra Browne, Senior Managing Director & Chief Development Officer of Lido Advisors, and Erick Rawlings, Managing Director & Head of Manager Research at Fiduciary Trust International, join Jill Malandrino on Nasdaq TradeTalks to discuss why select alternative assets in portfolio construction can lead to better portfolio results for income, diversification, and alpha generation.

Jun 12, 2024

The Development Gap With the Next Generation of Financial Advisors

Jamie Hopkins, President of the FinServ Foundation & CEO of Bryn Mawr Capital Management, Dr. David Rhoiney, Venture Scout at O'Shaughnessy Ventures, Dr. Preston Cherry, Founder and President of Concurrent Financial Planning LLC, and Kate Healy, CEO and Founder of AdvoKate IQ LLC, join Jill Malandrino on Nasdaq TradeTalks to discuss the development gap with the next generation of financial advisors.

Jun 05, 2024

Planning for a Transfer of Wealth

Lena Haas, Head of Wealth Management Advice and Solutions at Edward Jones, Sonya Nolan, SVP of High Net Worth Solutions at Osaic, and, Andrew Crowell, Vice Chairman of Wealth Management & Financial Advisor at D.A. Davidson, join Jill Malandrino on Nasdaq TradeTalks to discuss what goes into a financial plan, the importance of communication, and planning for a transfer of wealth.

May 23, 2024

How the Financial Planning Space Is Evolving in Response to Changing Client Needs

David Berdon, Managing Director at Morgan Stanley Private Wealth Management, Michael Tanney, Senior Managing Director at Magnus Financial, Michael Durso, Founding Partner, CEO, & CIO of ShoreHaven Wealth Partners, and George Zaki, Executive Vice President at Janney, join Jill Malandrino on Nasdaq TradeTalks to discuss how the financial planning space is evolving in response to changing client needs, market conditions, and technological innovations.

May 22, 2024

The Asset Backed Finance Market

Bret Leas, Partner at Apollo Global Management, joins Jill Malandrino on Nasdaq TradeTalks to discuss the asset backed finance market and investing in media and entertainment.

May 21, 2024

ProShares Nasdaq-100 High Income ETF

ProShares Nasdaq-100 High Income ETF is the first Nasdaq-100 ETF powered by a daily call option strategy. IQQQ seeks investment results, before fees and expenses, that track the performance of the Nasdaq-100 Daily Covered Call Index. Learn more at ProShares.com

May 21, 2024

Inclusive Investment Practices and Why It’s Possible to Both Do Well and Do Good

Roy Swan, Director of Mission Investments at the Ford Foundation, joins Jill Malandrino on Nasdaq TradeTalks to discuss inclusive investment practices and why it’s possible to both do well and do good.

May 21, 2024

How AI Is Revolutionizing Investment Management

Gareth Shepherd, Managing Director and Portfolio Manager at Voya Financial, joins Jill Malandrino on Nasdaq TradeTalks to discuss how AI is revolutionizing investment management.

May 20, 2024

Succession Planning for Financial Professionals Transitioning Their Business

Julie Genjac, Vice President and Managing Director of Applied Insights at Hartford Funds, Jon Kuttin, Founder and CEO of Kuttin Wealth Management, and Nestor Vicknair, Wealth Management Advisor with VMT Wealth Management, Merrill Lynch, join Jill Malandrino on Nasdaq TradeTalks to discuss succession planning for financial professionals transitioning their business and the transferring of responsibilities.

May 13, 2024

The Catalysts Behind Change in Investment Management

Daniel Friedman, Co-Founder of WMGNA and Caleb Silver, Editor-in-Chief of Investopedia, join Jill Malandrino on Nasdaq TradeTalks to discuss the evolution of financial planning and the catalysts behind change in investment management.

May 07, 2024

Why 2024 Could Be a Comeback Year for Small Cap Growth

Amy Zhang, Executive Vice President & Portfolio Manager at Alger, Brian Joyce, Managing Director on Nasdaq’s Market Intelligence Desk, and Maddie Radner, Director on Nasdaq’s Market Intelligence Desk, join Jill Malandrino on Nasdaq TradeTalks to discuss why 2024 could be a comeback year for small cap growth.

Apr 30, 2024

The Value of Financial Literacy Accessibility to Underserved Communities

Lyanne Alfaro, Multimedia Producer & Strategist and Founder of Moneda Moves, Stacey Tisdale, Founder & CEO of Mind Money Media Inc., Kristin Myers, Editor-in-Chief at ETF.com, and Tanya Van Court, Founder & CEO of Goalsetter, join Jill Malandrino on Nasdaq TradeTalks to discuss the value of financial literacy accessibility to underserved communities and why it’s not a one-size-fits-all solution.

Apr 25, 2024

Why Renewable Energy Is Gaining Traction With Investors

Jeff Luse, Managing Director at Warburg Pincus, Chet Benham, President & COO of Viridi Energy, and Cody Myers, Co-Founder & Managing Partner, Green Rock Energy Partners, join Jill Malandrino on Nasdaq TradeTalks to discuss the monumental shift in the way energy is produced and consumed, the role of regulation and incentives, and why renewable energy is gaining traction with investors.

Apr 24, 2024

How Education Technology Companies Are Leveraging AI to Improve

K. Rocco Shields, Founder & CEO of Genius Academy and Christopher Gray, Founder of Scholly by Sallie, join Jill Malandrino on Nasdaq TradeTalks to discuss how education technology companies are leveraging AI to improve and influence educational standards and accessibility.

Apr 23, 2024

Actionable Outcomes for Advisors and Clients

Dr. Kaylee Ranck, PhD, Director of College Research, at The American College of Financial Services, Dr. Eric Ludwig, CFP® PhD, Director of the Center for Retirement Income at The American College of Financial Services, Jennifer McCauley-Weiss, MBA, RICP, CLU, Vice President and Head of Annuity Services and Marketing at New York Life Insurance Company, Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Chief Executive Officer of Bryn Mawr Capital, join Jill Malandrino on Nasdaq TradeTalks to discuss the knowledge gaps and behaviors around areas such as social security, long term care, life expectancy and actionable outcomes for advisors and clients.

Apr 18, 2024

Why Financial Planning Is Not a One-Size-Fits-All Model

Martin Schamis, VP & Head of Wealth Planning at Janney Montgomery Scott, Jay Bass, Leader & VP of Finance at RISE Advisors, and Robert Conzo, CEO & Managing Director of The Wealth Alliance, join Jill Malandrino on Nasdaq TradeTalks to discuss why financial planning is not a one-size-fits-all model, and how to meet your long-term goals and select the right advisor.

Apr 17, 2024

The Future of Banking and How Tradfi and Fintechs Should Co-Exist

Marshall Hayner, Co-Founder & CEO of Metallicus and Board Member of the Dogecoin Foundation, Andrew Carey, Co-Founder & CEO of GoldATM, and Austin Strong, CEO of TAB Bank, join Jill Malandrino on Nasdaq TradeTalks to discuss the future of banking and how tradfi and fintechs should co-exist.

Apr 16, 2024

The Key to Building Wealth and the Benefits of Lifelong Financial Planning

Seth Wunder, Chief Financial Officer & Chief Investment Officer of Acorns, Alexa von Tobel, Founder & Managing Partner of Inspired Capital, Josh Crawford, Vice President of Training & Development at Matson Money, join Jill Malandrino on Nasdaq TradeTalks for Financial Literacy Month to discuss the key to building wealth and the benefits of lifelong financial planning.

Apr 16, 2024

What to Consider When Making an Investment in Private Alternative Assets

Jonathan Farr, CFA, Private Markets Director at Homrich Berg, Edward Fernandez, President & CEO of 1031 Crowdfunding, and Jason Barsema, Co-Founder & President of Halo Investing, join Jill Malandrino on Nasdaq TradeTalks to discuss what to consider when investing in private alternative assets.

Apr 15, 2024

How Technology Keeps Driving Change in Financial Services

Stephanie Miller, CEO of Hazeltree, Emily Steele, President & COO of Savana, and Chelsea Mattias, Partner at Capco, join Jill Malandrino on Nasdaq TradeTalks to discuss how technology keeps driving change in financial services and how career arcs have evolved because of it.

Apr 11, 2024

Strategies for Startups to Survive and Thrive in These Markets

Alex Harris, Founder of Fiat Growth and Co-Founder & Partner of Fiat Ventures, Eddie Behringer, Co-Founder & CEO of Copper Banking, and Lamine Zarrad, Founder and CEO of StellarFi, join Jill Malandrino on Nasdaq TradeTalks to discuss how the funding environment has evolved and strategies for startups to survive and thrive in these markets.

Apr 10, 2024

What the Bitcoin Halving Means for Investors and Traders

Asher Genoot, CEO of Hut 8 Corp, Erin Friez, COO of Digital Asset Research (DAR), and Taras Kulyk, Founder & CEO of SunnySide Digital, join Jill Malandrino on Nasdaq TradeTalks to discuss what the Bitcoin halving means for investors, traders, and the broader ecosystem.

Apr 09, 2024

Benefits of Building Wealth, Achieving Economic Stability, and Narrowing the Wealth Gap

Giovanna Gonzalez, Personal Finance Educator and Author of Cultura and Cash and Melanie Mortimer, President of the SIFMA Foundation, join Jill Malandrino on Nasdaq TradeTalks to discuss benefits of building wealth, achieving economic stability, and narrowing the wealth gap.

Apr 03, 2024

The Pillars of Smart Investing

Desarte Yarnway, Financial Advisor, Yarnway Wealth Management and Head of Community, Altruist, Eric Diton, CIMA, President & Managing Director of The Wealth Alliance, Timothy Chubb, Chief Investment Officer of Girard, a Univest Wealth Division, join Jill Malandrino on Nasdaq TradeTalks to discuss the pillars of smart investing: investment strategy, security in investing, and the custodian.

Apr 01, 2024

Why M&A Will Play a Pivotal Role in the Wealth Management Industry

Jim Gold, Co-Founder & CEO of Steward Partners, Raj Bhattacharya, CEO of Robertson Stevens, and Brandon Kawal, Principal at Advisor Growth Strategies, join Jill Malandrino on Nasdaq TradeTalks to discuss why M&A will play a pivotal role in the wealth management industry to heightened competitive pressure and scaling opportunities.

Mar 26, 2024

The Future of AI in Finance

Hari Sankar, Group Vice President - Product Management, Oracle, joins Jill Malandrino on Nasdaq TradeTalks to discuss the future of AI in finance.

Mar 25, 2024

How Tech Is Contributing to Wider Accessibility of Private Banking

Caesar Sengupta, CEO of Arta Finance, Emily Schlosser, COO of BNY Mellon | Pershing, and Dan Vene, Co-Founder & Managing Partner of iCapital, join Jill Malandrino on Nasdaq TradeTalks to discuss how tech is contributing to wider accessibility of private banking and wealth management services and modernizing financial services.

Mar 20, 2024

Overlooked Tax Deductions

Adrianne Yamaki, Founder & Financial Advisor at Strategic Wealth Capital, joins Jill Malandrino on Nasdaq TradeTalks to discuss overlooked tax deductions.

Mar 19, 2024

Why Active Management and High-Quality Matters With Small-Cap Investing

Jon Christensen, Portfolio Manager at Kayne Anderson Rudnick, joins Jill Malandrino on Nasdaq TradeTalks to discuss why active management and high-quality matters with small-cap investing.

Mar 19, 2024

Strategies for Tax Planning

James Sahagian, Managing Director, at Ramapo Wealth Advisors, an affiliate of Steward Partners, Craig Ferrantino, President of Craig James Financial, and Jessica Perna, Partner – Private Tax at EY, join Jill Malandrino on Nasdaq TradeTalks to discuss what stands to change with the Tax Cuts and Jobs Act and strategies for tax planning.

Mar 14, 2024

How AI Is Changing the Way Investment Decisions Are Made

Steve Orr, CEO of Quasar Markets, and Scott Bauer, CEO of Prosper Trading, join Jill Malandrino on Nasdaq TradeTalks to discuss how AI is changing the way investment decisions are made.

Mar 13, 2024

How Effective Communication and the Strategic Use of Technology Can Enhance the Role of Financial Advisors in the Client-Relationship

Lincoln Ross, President and CEO of CircleBlack, joins Jill Malandrino on Nasdaq TradeTalks to discuss how effective communication and the strategic use of technology can enhance the role of financial advisors in the client relationship.

Mar 12, 2024

The History of the QQQ ETF

Ryan McCormack, Factor & Core Equity Strategist at Invesco, Mark Marex, Director of Index Research & Development at Nasdaq Investment Intelligence, John Jacobs, Former Nasdaq Executive Vice President & Chief Marketing Officer, and David Berdon, Managing Director at Morgan Stanley Private Wealth Management, join Jill Malandrino on Nasdaq TradeTalks to discuss the history of the QQQ ETF, current performance and trends of the Nasdaq-100 Index®, what makes the fund unique, and how advisors are using it in their portfolios.

Mar 11, 2024

Fifteen Percent Pledge Rings the Nasdaq Stock Market Opening Bell

The Fifteen Percent Pledge, a racial and economic justice advocacy organization that calls on major companies to dedicate 15% of their purchasing power to Black-owned brands, visits the Nasdaq MarketSite in Times Square. Almost four years since its founding in 2020 by Aurora James, the Pledge has partnered with 29 companies across three countries and created the potential to shift over $14 billion to Black businesses. In honor of the occasion, Aurora James, founder of the Fifteen Percent Pledge and Creative Director of Brother Vellies, and Emma Grede, Entrepreneur and Chairwoman of the Fifteen Percent Pledge, ring the Opening Bell.

Mar 06, 2024

Why Now Is a Good Time to Lean in on Value Stocks

Burns McKinney, Managing Director, Senior Portfolio Manager, NFJ Investment Group, joins Jill Malandrino on Nasdaq TradeTalks to discuss why now is a good time to lean in on value stocks.

Mar 05, 2024

The Potential Impact of Geopolitics and the US Election on the Market

Josh Emanuel, Chief Investment Officer of Wilshire, Markus Hansen, Portfolio Manager, Vontobel Quality Growth, and Alex Torrens, Head of North America at Walter Scott, a division of BNY Mellon Securities, join Jill Malandrino on Nasdaq TradeTalks to discuss valuations, the potential impact of geopolitics and the US election on the market, and portfolio positioning in the current macro environment.

Mar 01, 2024

How Women View the Financial Services Industry

Haleh Moddasser, Managing Partner at Stearns Financial Group, joins Jill Malandrino on Nasdaq TradeTalks to discuss how women view the financial services industry, the “gray divorce” niche, and the demand for ESG investing.

Feb 27, 2024

Nasdaq Pulse: 2024 Banks and Brokers Outlook

In this Nasdaq Pulse episode, Gil Guillaumey, Head of Capital Markets Technology at Nasdaq, provides insights into the 2024 outlook for banks and brokers. He discusses the evolving landscape of regulations, market reforms, and infrastructure modernization initiatives that are impacting the financial industry. Guillaumey also explores the strategies financial institutions can adopt to navigate these challenges and meet the growing demands of clients. Stay informed about the latest trends and challenges facing banks and brokers in 2024.

Feb 27, 2024

Why Investors Should Be Aware of the Risks in the Move in Stocks in Both Directions

Steve Sosnick, Chief Strategist at Interactive Brokers, joins Jill Malandrino on Nasdaq TradeTalks to discuss why investors should be aware of the risks in the move in stocks in both directions.

Feb 26, 2024

The Benefits of Personalization at Scale in Wealth Management

Dana D’Auria, Co-CIO of Envestnet and Group President of Envestnet Solutions joins Jill Malandrino on Nasdaq TradeTalks to discuss the benefits of personalization at scale in wealth management.

Feb 26, 2024

Intapp Rings the Nasdaq Stock Market Opening Bell

Intapp (Nasdaq: INTA), a leading global provider of AI-powered solutions for professionals, visits the Nasdaq MarketSite in Times Square. Intapp CEO John Hall rings the Opening Bell to celebrate the launch a powerful set of new Applied AI capabilities tailored to the unique needs of the private capital, investment banking, legal, real assets, accounting and consulting industries it serves. Intapp is also debuting its new brand identity and "Intelligence Applied" philosophy, which reflects the company’s dedication to helping professionals and their firms benefit from AI without sacrificing compliance, security or trust.

Feb 22, 2024

Celebrating the GGV Capital U.S. Fintech Innovation 50: Novo

In partnership with GGV Capital U.S., Nasdaq Host Kristina Ayanian sits down with Michael Rangel, Founder and CEO of Novo, to discuss how Novo's platform combines artificial intelligence technology with traditional depository accounts to offer a personalized banking experience for small businesses.

Feb 12, 2024

The Mindset Shift From Advisor to Leader

Julie Genjac, Vice President and Managing Director of Applied Insights of Hartford Funds, joins Jill Malandrino on Nasdaq TradeTalks to discuss the mindset shift from advisor to leader.

Feb 06, 2024

Active vs Passive Investing Trends, Rethinking the 60/40 Portfolio, and Trends in Index Innovation

Mark Marex, Senior Director, Index Research & Development with Nasdaq Investment Intelligence, Carrie Freeburg, Senior Vice President of Product & Marketing at SILAC Insurance Company, and Alfred Eskandar, Co-Founder, President & Chief Operating Officer of Salt Financial, join Jill Malandrino on Nasdaq TradeTalks to discuss active vs passive investing trends, rethinking the 60/40 portfolio, and trends in index innovation.

Feb 01, 2024

The Private Market Environment and Attractive Areas for Investment and Emerging Opportunities

Jeff Collins, Managing Partner at Cloverlay, Rohit Vohra, Head of Global Wealth Alternatives at Principal Asset Management, Raphael ("Raphi") Schorr, Partner and Deputy Chief Investment Officer at HighVista Strategies, and Mike Guarnieri, Managing Partner at Evolution Credit Partners, join Jill Malandrino on Nasdaq TradeTalks to discuss the private market environment and attractive areas for investment and emerging opportunities.

Jan 31, 2024

Will Impending Rate Cuts Favor Higher or Lower Credit Quality Debt?

Jeffrey Rosenkranz, Portfolio Manager at Shelton Tactical Credit Fund (DEBIX), joins Jill Malandrino on Nasdaq TradeTalks to discuss if impending rate cuts favor higher or lower credit quality debt.

Jan 30, 2024

Meet Me @ MarketSite: Tori Dunlap

In this episode of Meet Me @ MarketSite, Her First 100K Founder and CEO Tori Dunlap explains the success story of the company and how she hopes it will contribute to a better, more equitable tomorrow.

Jan 25, 2024

How AI Will Help Advisors Scale Their Business

Jagdeesh Prakasam, CEO of Qdeck.ai, Chris Englebert, Founding Partner and Chief Investment Officer of Englebert Financial Advisors, Nate Lenz, Co-Founder and CEO of Concurrent, and Yelena Melamed, Co-Founder and Head of Product at Catchlight, join Jill Malandrino on Nasdaq TradeTalks to discuss how AI will help advisors scale their businesses and provide the best experience for the next generation of investors.

Jan 24, 2024

Roadzen: Next-Gen Auto Insurance Using AI

Rohan Malhotra, CEO, and Steve Carlson, Chairman of Roadzen, sat down with Nasdaq Host Kristina Ayanian to discuss the company's impressive growth since its Nasdaq listing. During the interview, they delved into how Roadzen is defining the intersection of AI, insurance, and mobility.

Jan 24, 2024

The Financing Environment and Its Impact on Corporate Liquidity

Stephen Roseman, CEO of 1970 Group, joins Jill Malandrino on Nasdaq TradeTalks to discuss the financing environment and its impact on corporate liquidity.

Jan 22, 2024

NBT Bancorp Inc. Rings the Nasdaq Stock Market Opening Bell

NBT Bancorp Inc. (Nasdaq: NBTB) visits the Nasdaq MarketSite in Times Square. NBT Bancorp Inc. is a financial holding company headquartered in Norwich, NY that operates through NBT Bank, N.A., a full-service community bank, and through two financial services companies—EPIC Retirement Plan Services and NBT Insurance Agency, LLC. In honor of the occasion, President and CEO John H. Watt, Jr. rings the Opening Bell.

Jan 22, 2024

The Modernization of Payments and What It Means for the Global Economy

Rasha Katabi, Founder & CEO of Brim Financial, Tom Warsop, President & CEO of ACI Worldwide, and John Caplan, CEO of Payoneer, join Jill Malandrino on Nasdaq TradeTalks to discuss the modernization of payments and what it means for the global economy.

Jan 18, 2024

How Macro Fundamentals Could Impact the Municipal Bond Market

Jennifer Johnson, Director of Municipal Bonds Research of Franklin Templeton, joins Jill Malandrino on Nasdaq TradeTalks to discuss how macro fundamentals could impact the municipal bond market and what the catalyst will be for investors sitting on cash to invest in the space.

Jan 16, 2024

Mistakes and Milestones Advisors Face on Their Journey to Intentional Growth

Dasarte Yarnway, Head of Community and Financial Advisor of Altruist, joins Jill Malandrino on Nasdaq TradeTalks to discuss mistakes and milestones advisors face on their journey to intentional growth.

Jan 16, 2024

Ponce Financial Group Rings the Nasdaq Stock Market Opening Bell

Ponce Financial Group (Nasdaq: PDLB), parent of Ponce Bank, the #1 housing lender among CDFI banks, will visit the Nasdaq MarketSite in Times Square. MDI-, CDFI- and SBA-certified, the bank serves immigrant and communities of color, excelling at affordable housing development, small business support, community service and financial education in and around New York City. Ponce Bank is a two-step converted thrift and after issuing 225 million in ECIP preferred stock, is one of the fastest growing and highest capitalized banks in the country. In honor of the occasion, Steven Tsavaris, Executive Chairman, and Carlos Naudon, President and CEO, ring the Opening Bell.

Jan 09, 2024

How Investors Perceive Market Rallies and Sell Offs

When markets rally, the underlying assumption is that they’re doing what they’re supposed to do. When markets sink, the questions typically have a “what’s wrong” tone. Steve Sosnick, Chief Strategist at Interactive Brokers, joins Jill Malandrino on Nasdaq TradeTalks to discuss.

Jan 05, 2024

The Economic, Geopolitical, Social, and Market Factors to Consider for Portfolio Allocations in 2024

Kevin Mahn, Chief Investment Officer of Hennion & Walsh, Dr. Preston Cherry, Founder and CEO of Concurrent FP, Christopher Gunster, Head of Fixed Income at Fidelis Capital, and Dr. Noah Weisberger, Managing Director Institutional Advisory and Solutions at PGIM, join Jill Malandrino on Nasdaq TradeTalks to discuss the economic, geopolitical, social, and market factors to consider for portfolio allocations in 2024.

Jan 04, 2024

Bluevine: One-Stop Business Banking

Eyal Lifshitz, CEO of Bluevine, sits down with Nasdaq Host, Kristina Ayanian, to discuss how the company enables small business the thrive through innovative banking solutions.

Jan 04, 2024

Cathie Wood on Bitcoin Holdings, Tesla, AI, 2024 Outlook

Cathie Wood, CEO and CIO at ARK Invest explains the shake-up in the ARK Next Generation Internet ETF and discusses the performance of the ARK Innovation ETF and her 2024 outlook for Tesla, AI, and more.

Dec 28, 2023

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