Latest
-
15:53
Meet the RIA: Evolv Family Wealth
Nick Kolbenschlag, Managing Director at Evolv Family Wealth, shares what went into the launch of the new RIA platform, its strategy for helping advisors build wealth, and how the personal CFO model ultimately benefits the end client. He also explains what pain points that Evolv intends to solve for advisors looking to leave the wirehouses.
-
01:46
Kansas City Fed President Says It’s Time To...
In a recent interview with Bloomberg, Kansas City Fed President, Esther George, said that the U.S. economy is in a good place and that the Fed’s efforts to curb inflation are working in many areas, but certain markets remain too tight.
-
08:50
Cetera Acquires Securian Financial’s Retail...
Adam Antoniades, CEO of Cetera Financial Group, announces Cetera’s acquisition of Securian’s retail wealth business and what it means for both businesses, the financial professionals that work for them, and their clients.
-
14:40
Meet the RIA: Beacon Pointe Advisors
Beacon Pointe Advisors is the largest female-led RIA in the country and has been consistently ranked one of the top RIAs in the U.S. by Barron's. CEO Shannon Eusey shares what it was like launching the firm in 2002, the allWEALTH® approach, and what’s been key to Beacon Pointe’s success over the past two decades.
-
05:15
The ETF Show - 2023 ETF Outlook &...
James Seyffart, CFA, CAIA, ETF Research Analyst for Bloomberg Intelligence shares a recap of ETF trends in 2022 and what to expect in 2023, followed by Ed Coyne, Senior Managing Director of Global Sales for Sprott doing the same for precious metals related to the energy transition.
-
10:57
Meet the RIA: Hightower Advisors
Hightower Advisors Chairman and CEO Bob Oros reflects on how the firm has found success and grown to $140 billion in AUM since its founding in 2008. He also shares his strategy for finding the best independent wealth management firms, how he is engaging with talent across all levels of Hightower, and where he sees the RIA industry headed in the coming years.
