2020 Election Insights from 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.
Bahnsen Group on Negative Yields & Geopolitics
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 Cents
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.
Top Advisor David Bahnsen Shares How to Protect Your Portfolio
What does the trade war and 2020 Presidential Election mean for investors? We tackle all that and more with David Bahnsen of The Bahnsen Group.
LeafHouse Financial Advisors on Best Practices & Fiduciary Mistakes
On this episode of Meet the RIA, Neal Weaver, RF, CFP, CPFA, MBA, Chief Executive Officer of LeafHouse Financial Advisors sits down to discuss the biggest fiduciary mistakes plan sponsors of retirement plans make, the best practices for running a leading RIA firm, and top things plan sponsors should focus on in 2019.
Kings Point Capital Partners Emphasizes Wealth Transfer Responsibility
Jack Salzman, Principal and Founding Member of Kings Point Capital Management sits down to discuss the evolution of the company, recent aggregated products and the importance of wealth transfer responsibility
Modera Wealth Management on Building the Right Client Portfolio
Tom Orecchio, CFA, CFP, ChFC, AIF, principle and wealth manager of Modera Wealth Management sits down to discuss the history of the company, the importance of understanding clients' needs and what to expect to see in the RIA Market.
EMM Wealth on Meeting Client Needs
David Aaron, Co- Chief Executive officer & CIO of EMM Wealth sits down to discuss what's new this year for EMM, the importance when investing in equities, and how to meet client needs now and in the future.
The History & Evolution of ETF Portfolio Management
Investors have to learn to adapt quickly to new technology. David Kreinces, Founder and CIO and Jonathan Schwartz, Advisory Board Member of ETF Portfolio Management sits down to discuss how ETF Portfolio Management has evolved over the years, how to advance your portfolio, and the managing of ETF products as a whole
Heron Wealth Grows AUM with Marketing & Technology Integration
After running a firm for 22 years entirely focused on investor advice, David Edwards, president of Heron Wealth, decided there needed to be a change. David sits down with us to explain how the integration of marketing, technology and process drives his firm’s 30% annual AUM growth.
RegentAtlantic CIO Shares How He Optimizes the Firm
Financial services is all about being well taken care of, but how does one get that message across without going on a journey? Christopher J. Cordaro, CFP, CFA, MBA, Managing Partner and CIO of RegentAtlantic sits down to discuss that journey with financial advisors, the best investing practices to take, and how he optimizes the firm.
Managing Client Expectations with RCL Advisors
When it comes to clients, their family's future is most concerning. William Cafero, Partner and Founding Member of RCL Advisors discusses market and client expectations, the industry's future for families and what's new for RCL Advisors.