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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.
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13:21
Feeling Bearish? How To Prepare
David Stryzewski, CSA, NSSA, CEO of “Sound Planning Group” is feeling bearish and shares what he's talking about with his clients and other advisors, how he’s adjusting his allocations, and where he still sees ample opportunity.
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08:08
Honest Conversations About Current Events Will Keep You "Top of Mind" and Generate Referrals
Allan Pelkonen, CFP®ChFC®, President and CEO of Pelkonen and Associates Wealth Management Solutions discusses the banner year his firm is having and how he is helping his clients deal with the current macroeconomic uncertainty.
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07:46
Meet the RIA: Creative Planning
Peter Mallouk, CEO of Creative Planning, provides insights into their highly successful wealth management strategies, highlighting their personalized approach that has contributed to their remarkable growth. He shares valuable information on how they tailor their services to meet individual client needs, prioritize transparency and collaboration, and leverage technology to deliver exceptional financial outcomes.
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01:42
Fed Signals Further Hikes Possible
Federal Reserve Bank of San Francisco President, Mary Daly, became the latest regional Federal Reserve President to publicly state that future rate hikes are possible after the FOMC meeting in June.
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05:25
The ETF Show - Exploring Actively Managed ETFs and Thrivent's SMID Cap Strategy
Chad Miller, Senior Portfolio Manager at Thrivent, discusses the benefits of actively managed, semi-transparent ETFs and Thrivent's Small-Mid Cap ESG ETF. Gain insights into their unique process that capitalizes on stakeholder value and commitment to sustainability.
