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11:03
Carson Group Founder: The Power of Positive...
Carson Group Founder & CEO Ron Carson shares what it was like to be one of the first independent advisors in the space and what he has learned about investing and proving your value over the years. He also weighs in on how technology has changed the landscape.
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13:02
Moneta Chairman Shares His Greatest Piece of...
Moneta Managing Partner and Chairman of the Board Eric Kittner talks about trends in the RIA space, his greatest piece of advice, and more. Moneta has been ranked the #4 Registered Investment Advisor in the country by Barron's.
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12:22
Barry Ritholtz on the Importance of Lifelong...
Ritholtz Wealth Management Chairman and CIO Barry Ritholtz shares his personal journey as an RIA, why he started managing people's money, and his approach to research, commentary and analysis.
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06:35
Don't Make This Mistake Trying to Time...
Peter Mallouk discusses how to invest during a bear market, common mistakes people make trying to time the market, and buying opportunities. Mallouk is the President of Creative Planning, which has been consistently ranked one of the top RIA firms in the country.
