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12:58
Inflation: The Question of the Month
Winthrop Wealth Co-Chief Investment Officer Andrew Murphy, CFA talks about overcoming different challenges over the years, ranging from an office fire to a pandemic. He also explains how inflation impacts different asset classes.
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11:27
Evoke Advisors: Build It and They Will Come
Evoke Advisors Co-CIO and Managing Partner Alex Shahidi shares tips for protecting your portfolio, how he built a practice that manages more than $20 billion, and ways to surround yourself with the right people.
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09:03
Time in the Market, More Important than Timing the Market
Bartlett Wealth Management President, Wealth Advisor and Principal Holly Hirt Mazzocca, CFP® describes the firm's investment approach, culture, focus on diversity & inclusion, and growth strategy.
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10:22
Taxes Are Top of Mind for Investors, Says RIA Founder
Your Dedicated Fiduciary® Wealth Strategist & Founder D. Vance Barse, AIF® discusses the #1 concern he is hearing from clients right now: taxes. He also outlines Morningstar's updated categories, reflects on what it was like leading a company through a pandemic, and shares his longterm outlook on the financial services industry.
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13:51
We Need More Women in Financial Services, Says WEG Executive
Wealth Enhancement Group's Chief Operations Officer Terri Kallsen shares why she chose a career in financial services and why she hopes more women will choose to do the same. She says it's important for women to lift each other up and offers advice for young women as they launch their careers.
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07:37
RIA Co-Founder Discusses Merger with Mercer Global Advisors
Sr. Client Advisor Cathy Miller opens up about what clients need most from their advisors and some of the biggest industry changes she has seen over the years. Miller is the co-founder of Atlanta Financial Associated, which recently merged with Mercer Global Advisors.
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12:01
Growth Is Not the Goal, It's the Outcome: Johnson Investment Counsel
Johnson Investment Counsel President and CIO Jason Jackman shares why people and culture are crucial to his RIA's success. He also discusses how the firm is using technology, focusing on diversity and inclusion, and getting more employees involved in the goals and planning process.
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13:46
Beacon Pointe Advisors on M&A, Culture, & Female Leadership
CEO Shannon Eusey discusses Beacon Pointe Advisors' focus on culture, M&A and female leadership. She says these factors differentiate the firm, which has been consistently ranked a top RIA by Barron's.
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11:11
Launching a Firm in the "Wolf of Wall Street" Era Was Tough, Says Female Co-Founder
Julianne F. Andrews, MBA, CFP®, AIF® of Atlanta Financial Associates shares what it was like founding a woman-owned and led financial advisory firm almost three decades ago and some of the obstacles over the years. She also discusses the importance of carving out a niche and how she developed a client base of physicians.
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05:38
International Assets Advisory CEO: Don't Chase Magic in the Markets
International Assets Advisory CEO Ed Cofrancesco shares his holistic approach to fostering strong relationships. With the historic rise of Gamestop, he also warns investors to be weary of "magic" in the markets and emphasizes the importance of diversification and a long-term strategy.
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08:30
Wealth Enhancement Group: It's About Culture & Helping People
Chief Investments and Business Development Officer James Cahn shares the key points driving Wealth Enhancement Group's growth. He also discusses how the top RIA firm is transforming to the digital space and the role of technology in the ever-evolving industry.
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17:04
#1 RIA Ric Edelman's 2021 Outlook for Digital Assets
Ric Edelman talks about the Bitcoin rally, outlines the goals of the RIA Digital Assets Council, and discusses how advisors can build a better brand. Ric is the Founder of Edelman Financial Engines, which has been consistently ranked the #1 independent advisory firm by Barron’s.
