-
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.
-
06:10
What if the Selloff Continues &...
Ben Behseta, B.Sc. CFP® CIM®, Financial Planner at Coast Capital Wealth Management, shares some of the most frequently asked questions he is getting from clients right now. He also discusses the biggest risks to markets, his advice to investors during periods of uncertainty, and market expectations for the remainder of 2022.
-
10:57
Meet the RIA: Alera Group
Tina Hohman, Executive Vice President, Wealth Services at Alera Group, shares how the firm's "secret sauce" has played a role in its deal-making and growth. She looks at the pipeline for future acquisitions, what makes Alera Group stand out, and how the RIA reacts to challenging markets.
-
12:45
Meet the RIA: Wealthspire Advisors
Wealthspire Advisors has doubled the size of its business over the past three years and grown its AUM to just north of $18 billion. CEO Mike LaMena shares the RIA's different growth strategies, how he ensures that the company is expanding its service to meet clients' increasing needs, and where he sees the industry moving in the years to come
-
05:03
Education Planning With A 529
A discussion on the key features and benefits of a 529, a tax-advantaged savings plan designed to encourage saving for future education costs.
-
10:50
Looking For A Terminal Rate And A Market...
A discussion on the current market drop and how The Fed can bring up federal funds rates.
