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11:08
Carson Group Founder: The Power of Positive Energy
Carson Group Founder & CEO Ron Carson shares what it was like to be one of the first independent advisors in the space and what he has learned about investing and proving your value over the years. He also weighs in on how technology has changed the landscape.
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10:53
#1 RIA Ric Edelman on 2020 Election & COVID-19
Ric Edelman shares how the results of the 2020 Election could impact markets and whether the economy will catch up with the stock market. He's the Founder of Edelman Financial Engines, which has been consistently ranked the #1 RIA by Barron's.
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13:14
Wealthspire Advisors: Focus on Talent & Culture
CEO Mike LaMena shares how talent and culture have led Wealthspire Advisors to be ranked a Top 25 Registered Investment Advisor by Barron's. He also compares organic growth with M&A and explains why both are important.
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13:07
Moneta Chairman Shares His Greatest Piece of Advice
Moneta Managing Partner and Chairman of the Board Eric Kittner talks about trends in the RIA space, his greatest piece of advice, and more. Moneta has been ranked the #4 Registered Investment Advisor in the country by Barron's.
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12:22
Barry Ritholtz on the Importance of Lifelong Learning
Ritholtz Wealth Management Chairman and CIO Barry Ritholtz shares his personal journey as an RIA, why he started managing people's money, and his approach to research, commentary and analysis.
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13:58
Carson Group on COVID-19 & Behavioral Finance
Jamie Hopkins, Managing Director & Director of Retirement Research at Carson Group, discusses the current market environment for advisors, his focus within financial planning, and how his firm is approaching the Coronavirus pandemic.
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09:06
Ric Edelman Says Pandemic Is Forcing Businesses to Think Outside the Box
Ric Edelman, Founder of the #1 RIA Firm Edelman Financial Engines, shares how the Coronavirus pandemic is forcing businesses to think outside the box.
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10:17
Pathstone Shares the Independence Advantage
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.
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09:01
Top Wells Fargo Advisor Outlines Institutional Trends
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.
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05:29
#1 RIA Ric Edelman Offers Tips to Advisors
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.
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03:19
Your Dedicated Fiduciary® Warns of Failing to Define Value
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.
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05:08
Exchange Capital on Helping Clients with Unique Needs
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 Exchange Capital Management weighs in on the latest RIA industry trends.
