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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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01:25
St. Louis Federal Reserve President Vows Not To Repeat 70’s
They Say history repeats itself, but James Bullard, President of the Federal Reserve Bank of St. Louis said the Federal Reserve is determined not to let that happen. Or at least they want to avoid the inflation and volatility the US experienced in the 70’s.
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09:57
Long-Term Planning To Manage Short-Term Volatility
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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01:46
Kansas City Fed President Says It’s Time To Look Around Corners
In a recent interview with Bloomberg, Kansas City Fed President, Esther George, said that the U.S. economy is in a good place and that the Fed’s efforts to curb inflation are working in many areas, but certain markets remain too tight.
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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.
