GenTrust in the News

GenTrust thought leadership in the news.

FinancialPlanning

Older, wealthier clients remain wary of AI. Here's how to build trust

Mimi Duff shares GenTrust's latest market views

Zephyr's Adjusted for Risk

Jim Besaw on examining the AI Bubble, opportunities and risks ahead

Elena Hernández on 2025 and GenTrust's Outlook for 2026

Mimi Duff on GenTrust's current thinking

With Intelligence

GenTrust eyes decade of defense gains

The Daily Upside

Jim Besaw on the difference between 351 Exchanges and Exchange Funds

GenTrust named a Top RIA firm in America

Family offices assess risks and rewards of AI investments

Negocios Television

Why big fortunes are returning to US bonds in 2025

Barron's Advisor

Krysta Dos Santos on Trump's tax bill and key changes for investors

Krysta Dos Santos on estate planning with volatility

Juniper Square Podcast

Mark Neely on what allocators look for now

Jobs-Day shocker vindicates great risk rally, Elena Hernandez

CNBC Worldwide Exchange

Duff: The Fed’s messaging will matter more than a 25 or 50 basis point cut

Fed to Cut Rates 100 Bps in 2024, GenTrust's Duff Says

CNBC Worldwide Exchange

Duff: Bonds will likely perform better as we’re entering an easing cycle

Financial Advisor Magazine

GenTrust recognized among America's 'Top RIA Firms'

CNBC Worldwide Exchange

GenTrust: The AI boom has delivered so far, but we don’t want to be overweight equities

Suzanne Peck Joins GenTrust as First President

Bloomberg: The Close

Dow average touches 40k before pulling back

CNBC Worldwide Exchange

Duff: Inflation is still driving markets, policy, and the economy

Wall Street Journal

Nasdaq Reaches Record to Start Week

Barron’s: The Big Q

That Happy Couple Is Splitting Up. What Financial Advisors Tell Them.

Commercial Observer

Cracks Appear in Once Sturdy Market for Collateralized Loan Obligations

America’s Top 1,200 Financial Advisors by State

What could cause an 'immaculate correction' of rates, inflation

TheStreetPro PODCAST: The Fixed-Income Perspective with GenTrust's Jim Besaw

Barron's Advisor

What Could Go Wrong With Markets in 2024

Wall Street will try to maintain year-end momentum in the final week of 2023

Four Tips to Keep Your Wealth Transfer on Track

Elena Hernández joined Bloomberg News to discuss the effects of rates across various markets.

Some of the trillions parked in cash may trickle back in to stocks now that the market’s rallying

GenTrust recognized as one of America’s Top RIA Firms as published in Forbes

CNBC Squawk Box

GenTrust’s Mimi Duff explains why she’s underweight on stocks

The Wall Street Journal

Investors Head Into Fall With Jitters After Summer Rally

Mimi Duff joins the Alpha Exchange podcast with host, Dean Curnutt.

Fidelity for Wealth Managers

GenTrust featured in a video highlighting the Fidelity for Wealth Managers platform

CNBC: Closing Bell

The market has not priced in a recession yet

GenTrust's George Perez Recognized Once Again in Barron's 2023 Top Advisor Rankings by State

Financial Times

Beyond 60/40: Balancing risk, not asset classes

Mimi Duff says "Inflation Picture is Priced to Perfection"

GenTrust in the CNBC 2023 Investing Playbook

GenTrust Recognized in Forbes America's Top RIA Firms

The Wall Street Journal

Dow Slips Again After Entering Bear Market

There’s a Talent Shortage. How Advice Firms Are Stretching Their Resources

Dreaming of a Big Inheritance? Just Don’t Build Your Retirement Around It.

GenTrust Adds Kudu Investment Management as Strategic Investor

Financial Planning

Talking about inflation raises prices. Here's how financial advisors can address the "I" word

GenTrust's, George L. Perez, has been named to the list of 2022 Top Financial Advisors in the U.S. by Barron's

The Weekly Journal

2022 economic perspectives: Not out of the woods yet but slowly making way

Big Changes, Big Questions: Handicapping Market Risk in 2022

Puerto Rico's growth potential and its investing opportunity across industries

Hurricane Season Is in Full Swing. It’s Not Too Late for Advisors to Make an Emergency Plan

GenTrust apuesta a crecer de la mano del inversionista del patio

Congratulations to George L. Perez, who was recently named to Barron's Advisor Top 1,200 Financial Advisor list

Urgen las mujeres a tomar control de su bienestar financiero

News is my Business (NIMB)

GenTrust Puerto Rico empowers women to be proactive in financial management

For GenTrust, baseball is just the beginning

The Most Overlooked Clients in Wealth Management

GenTrust's George Perez Recognized in Barron's 2020 Top Financial Advisors by State

$2.4bn Miami RIA opens office in Puerto Rico

News archive