Aspen wealth management has recently updated its equity

Aspen Wealth Management has recently updated its equity exposure strategy, increasing allocations in the tech sector as the Nasdaq shows a 3.2% month-to-date rise. Their analysts forecast continued strength in AI-related stocks, projecting up to 8% growth in select holdings within the next quarter. “Our time horizon is permanence. We’re not trying to sell businesses every three to five years,” said Aspen CEO Aly Kassim-Lakha. “In that way, we’re modeled very much after Berkshire or Constellation or Danaher.” Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes Aspen Wealth Management’s equity update shows financial technology shares gaining traction amid increased digital payments volume. The forecast suggests a continued upward trend of roughly 6% by the end of Q