Latest
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11:05
Launching a Firm in the "Wolf of Wall...
Julianne F. Andrews, MBA, CFP®, AIF® of Atlanta Financial Associates shares what it was like founding a woman-owned and led financial advisory firm almost three decades ago and some of the obstacles over the years. She also discusses the importance of carving out a niche and how she developed a client base of physicians.
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05:38
International Assets Advisory CEO: Don...
International Assets Advisory CEO Ed Cofrancesco shares his holistic approach to fostering strong relationships. With the historic rise of Gamestop, he also warns investors to be weary of "magic" in the markets and emphasizes the importance of diversification and a long-term strategy.
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05:47
The ETF Show - Nuclear Power &...
D.J. Tierney of Charles Schwab shares how alternative weighting ETFs try to tackle concentration risk and another common concern he has been hearing from advisors: overextended valuations. Tim Rotolo of North Shore Indices also shares why he sees deep value opportunities in uranium.
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08:25
Wealth Enhancement Group: It's About...
Chief Investments and Business Development Officer James Cahn shares the key points driving Wealth Enhancement Group's growth. He also discusses how the top RIA firm is transforming to the digital space and the role of technology in the ever-evolving industry.
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05:39
The ETF Show - Hedge Fund Meets ETF
2020 saw a record number of new issuers launching ETFs and Leatherback Asset Management was one of them. CEO Mike Winter, CFA shares how Leatherback's active ETF uses active hedge fund strategies. Brandon Rakszawski also shares how VanEck is trying to "beat the bank" in this low yield environment.
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15:57
The Impact Executive: Business Leadership
The Impact Executive series highlights private sector leaders for social good. JR Kerr, CEO of Handshake, joins Dina DiLorenzo, COO & Managing Director of Guggenheim Investments, to discuss how expectations on business leadership are going beyond delivering value to shareholders.
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