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13:59
Engaging and Empowering Women Through...
Carey Shuffman, Executive Director and Head of The Women's Segment at UBS, discusses the research done by UBS over several years, looking at how involved women are in their financial planning, the importance of involvement, how women can take greater control of their financial planning, and ways Advisors can help.
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09:06
Meet the RIA: Bartlett Wealth Management
Bartlett Wealth Management President Holly Hirt Mazzocca, CFP® reflects on how the firm has found success and grown to $6.9billion in AUM since its founding in 1898. She also shares her strategy for finding the best independent wealth management firms, how she is engaging with talent across all levels of Bartlett.
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12:32
UBS Value Added Partners Differentiated...
Harold Elish, CFP®, CPWA® and Kevin M. O'Leary, CFA, CFP®, two of the senior partners at Value Added Partners, discuss what they are hearing from their clients and how they are approaching the management of their practice.
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09:57
Long-Term Planning To Manage Short-Term...
Allan Pelkonen, CFP, ChFC, President and CEO of Pelkonen and Associates LLC Wealth Management Solutions, shares what’s in his latest client annual review deck, how he helps clients process the volatile investment climate, and how to strategically invest without making predictions.
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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.
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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.
