Latest
-
12:10
Meet the RIA: XML Financial Group
Brett Bernstein, CEO and co-founder of XML Financial Group describes the team’s client-centric approach, the ways that they keep their employees feeling valued, and the secret to their growth since breaking away from Merrill Lynch and launching as an independent RIA. He emphasizes the importance of tailored solutions that foster lasting relationships and help clients achieve their goals.
-
02:22
El-Erian Thinks Fed Projections Need Revision
Mohamed El-Erian criticizes the Federal Reserve's economic projections, arguing that they are overly pessimistic regarding unemployment and overly optimistic regarding inflation. El-Erian believes that the Fed will be compelled to revise downward their forecast of 4.5% unemployment by the year's end and revise upward their projection of 3.3% PCE inflation at the same time.
-
13:40
Meet the RIA: LVW Advisors
LVW Advisors is a women-led firm that got its start in the institutional space and still has many institutional clients today. CEO and Founder Lori Van Dusen shares more about the RIA’s culture, values, and investment approach.
-
16:18
Opportunities and Risks within...
Amantia Muhedini, Executive Director and Sustainable & Impact Investing Strategist for UBS discusses opportunities and risks within decarbonization and deglobalization.
-
17:05
Insights From A Life Transitions &...
Aviva Pinto, CDFA, CDS, Managing Director at Wealthspire, discusses how market volatility plays into personal finances during life transitions, biggest financial challenges faced when going through a divorce, and what new couples should do about their finances that might prevent them going down the road to divorce.
-
10:37
Meet the RIA: Mercer Global Advisors
Kara Duckworth, Managing Director of Client Experience at Mercer Advisors, joins us to discuss prioritizing clients, increasing the representation of women in wealth management, and other related topics. Mercer Advisors has achieved the distinction of being ranked among the top 10 RIA's in the country for two consecutive years.
