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08:38
Meet the RIA: Ballentine Partners
Drew McMorrow, MBA, CFP®, President and CEO of Ballentine Partners, shares more about the firm’s journey to becoming a Barron's top 100 RIA over the past four decades. He explains the firm’s tagline, “A Decidedly Human Approach to Managing Wealth,” and what he thinks families should be focused on right now to make smart decisions about their wealth.
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05:25
Meet the RIA: Evan’s May Wealth
Brooke May, Managing Partner at Evans May Wealth, shares the RIA's evolution, equity-focused approach, and commitment to comprehensive financial services. Discover their unique perspective in the financial landscape and the importance of a long-term investment view.
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06:51
Meet the RIA: Performance Wealth
Grace Salvino, Wealth Manager at Performance Wealth, shares more about the RIA’s history, its mission to educate the next generation on finance, and why the firm feels it’s so critical to take a long-term view of investing.
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07:15
Retirement Planning & The Biggest Trends...
Jamie Hopkins shares more about his new role leading wealth at Bryn Mawr Trust, adaptive based retirement, the impact of the budding long term care crisis, and some of the key themes he will be monitoring in the new year.
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07:02
Should Investors Be Concerned About a...
Denis Poljak, Partner, Managing Director, Wealth Manager of Poljak Group Wealth Management at Steward Partners, shares his thoughts on the Fed and inflation, market outlook, and more.
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09:26
Why the Amount of Corporate Debt Outstanding...
Don Burrows, Founder and Managing Partner at Burrows Capital Advisors, explains the recent bear steepening of the yield curve, whether the equity risk premium supports valuations, and how higher interest rates are impacting consumers.
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09:17
Meet the RIA: Elm Wealth
Former hedge fund manager Victor Haghani shares the principles he used to found Elm Wealth more than a decade ago. He also discusses the firm’s Dynamic Index Investing® approach, strategy for keeping fees low, and future ambitions.
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10:03
The Case for Overweighting Safe Assets in...
Victor Haghani, Founder & CIO at Elm Wealth and Co-Author of The Missing Billionaires, shares how the firm has clients invested today. The former hedge fund manager also reflects on the lessons learned from the fall of Long-Term Capital Management twenty five years ago.
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07:57
The Case for Private Equity
Angeles Wealth Management CEO Jon Foster discusses best practices for allocating to private equity in a time when appetite for alternative investing is on the rise. He redefines democratization, discusses best practices for deal sourcing and much more.
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13:35
Meet the RIA: Summit Trail Advisors
Managing Partner Jack Petersen discusses the unique needs of the UHNW client base, his manager selection process and the symbiotic relationship between firm growth and client satisfaction.
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16:49
Optimizing Athlete Performance Off the Field
Michael Bapis, Vios Group Private Advisor and Head of the Sports...
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19:42
Capital Group and Financial Finesse Expand...
Capital Group’s Brendan Mahoney and Financial Finesse CEO Liz Davidson discuss what brought the two firms together, what they are hearing from advisors and plan sponsors, and how the program is impacting engagement and growth.
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06:51
Meet the RIA: Bordeaux Wealth Advisors
Managing Partner Jon Snare, CFA, CFP explains what Bordeaux Wealth Advisors' values and investment philosophy have in common with high quality french wine. He also shares how the $4 billion RIA is helping many tech executives grow their wealth.
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08:31
What the Latest Inflation Report Really Says...
The most widely anticipated recession in U.S. history is still yet to materialize. Jon Snare, Managing Partner at Bordeaux Wealth Advisors, shares reasons to be both optimistic and cautious about markets.
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06:54
Evaluating Market Risk and Opportunities
Joining us now with his mid year outlook after a strong start to the year particularly for growth stocks is Eric Beiley, Executive Managing Director of Wealth Management at Steward Partners Global Advisory.
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06:43
Top Tailwinds and Headwinds to Watch in H2
Matthew D. Liebman, CEO of Amplius Wealth Advisors, shares his expert insights on the current market conditions and offers guidance for investors in the second half of 2023. He discusses the impact of interest rate hikes, potential risks in the commercial real estate sector, and political uncertainties. Liebman also highlights tailwinds such as a resilient economy and market skepticism that can...
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07:24
“Value Innovation” And Helping The Elderly...
Marguerita Cheng, CFP®, RICP®, discusses “value innovation” as a founding principle of Blue Ocean Global Wealth, the importance of taking care of our elderly’s finances, and how protecting clients from themselves can present some ethical questions.
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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.
