Peter Mallouk discusses how to invest during a bear market, common mistakes people make trying to time the market, and buying opportunities. Mallouk is the President of Creative Planning, which has been consistently ranked one of the top RIA firms in the country.
Matthew Fleissig, president and co-founder of Pathstone, offers insight into building a multi-generational family office and highlights how independence is advantageous in a constantly changing environment.
Wells Fargo Advisors
Joe Montgomery, Managing Director, Investments at The Optimal Service Group of Wells Fargo Advisors, shares trends he is hearing from institutional clients. The Barron's Top 100 Advsior also explains longevity risk and the democratization of investing.
Edelman Financial Engines
Edelman Financial Engines Founder Ric Edelman weighs in on Reg BI, Coronavirus, Bitcoin and Blockchain. Ranked the #1 Advisory Firm by Barron's, Edelman also offers his advice to advisors hoping to climb the ranks.
Your Dedicated Fiduciary®
D. Vance Barse, AIF®, Wealth Strategist and Founder of Your Dedicated Fiduciary®, takes a closer look at RIA industry insights and warns of mistakes to avoid, such as failure to define value.
Exchange Capital Management
Clients have diverse needs and advisors are increasingly using new technologies and tools to help them them accomplish their unique goals. Andrew Stewart, CFA, CAIA, Chief Investment Officer at Stewart Capital Management weighs in on the latest RIA industry trends.
Evercore Wealth Management
Evercore Wealth Management's Partner and Portfolio Manager, Brian Pollak, highlights the top trends in wealth management and examines the key strategies for advising high-net-worth clients and best practices in the industry.
Salem Investment Counselors
David Rea talks markets and shares his advice for financial advisors and investors heading into the new year. He is President of Salem Investment Counselors, which took the #1 spot this year on CNBC's FA 100 list.
Womack Investment Advisers
President of Womack Investment Advisers Greg Womack, CFP talks about the outperformance of large caps, the Fed's interest rate trajectory, and the current market environment. He also offers advice on rebalancing your portfolio in a tax-efficient manner.
The Bahnsen Group
In this Meet the RIA, we hear from Top 100 RIA David Bahnsen, Founder, Managing Partner and CIO of The Bahnsen Group. He dives into market valuations, the Fed, the 2020 election, his book about Elizabeth Warren, and much more.
The Bahnsen Group
We hear from David Bahnsen, CIO and Managing Partner at the Bahnsen Group, on balancing risks and long-term client goals. The Top 100 Advisor gives his take on the Fed's trajectory, the Saudi oil attacks, and negative rates globally.
Women & Finance: Beyond the Dollars and...
Jane P. Newton, Managing Partner & Wealth Advisor at RegentAtlantic, offers her perspective on the financial needs and opportunities of women on Main Street and Wall Street. Newton sheds light on the number one thing that high-level women on Wall Street ask when it comes to their finances.