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13:40
Meet the RIA: LVW Advisors
LVW Advisors is a women-led firm that got its start in the institutional space and still has many institutional clients today. CEO and Founder Lori Van Dusen shares more about the RIA’s culture, values, and investment approach.
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16:18
Opportunities and Risks within...
Amantia Muhedini, Executive Director and Sustainable & Impact Investing Strategist for UBS discusses opportunities and risks within decarbonization and deglobalization.
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17:05
Insights From A Life Transitions &...
Aviva Pinto, CDFA, CDS, Managing Director at Wealthspire, discusses how market volatility plays into personal finances during life transitions, biggest financial challenges faced when going through a divorce, and what new couples should do about their finances that might prevent them going down the road to divorce.
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10:37
Meet the RIA: Mercer Global Advisors
Kara Duckworth, Managing Director of Client Experience at Mercer Advisors, joins us to discuss prioritizing clients, increasing the representation of women in wealth management, and other related topics. Mercer Advisors has achieved the distinction of being ranked among the top 10 RIA's in the country for two consecutive years.
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06:35
How to Avoid Costly Roth IRA Mistakes
Roth IRAs are a powerful savings tool, but they aren’t for everyone, says LifeAndMyFinances Founder Derek Sall. He shares the pros and cons, who should invest in one, and how to properly do a roth conversion for those people who are good candidates. Sall also unveils the surprisingly results from a recent
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08:54
Meet the RIA: Integrated Partners
Robert Sandrew, Chief Growth Officer at Integrated Partners, discusses the trends that he’s seeing in the RIA M&A world, what he looks for in potential RIA acquisition targets, and the key characteristics that have led to Integrated Partners' success.
