Saving Your Business with Additional Services
In this episode of Meet the RIA, Joel Isaacson, Founder and CEO of Joel Isaacson & Co. sits down to talk about how to adjust to client needs, how to progress your business for many years, and the importance of being able to communicate with your clients
The Future of Decoupling and Charging for Advice
Rick Ferri, CFA, CEO of Ferri Investment Solutions discuss the evolution of commissions, the way financial advisors charge for advice in the future and what he see for the future of the industry.
New Product Development Opportunities in ETF Space
Matt Kaufman, Principal of Milliman Financial Risk Management discuss the evolution of the company, the importance of moving hedging strategies into funds, and the opportunities found in new product development.
The Responsibility of What Money is
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
Financial Planning & Investment Management as One
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.
Global ETFs and ETP Asset Growth
Deborah Fuhr, Managing Partner & Founder of ETFGI LLP, presents an update on Global ETF industry (as at end of November 2018).
US ETFs and ETP Asset Growth
Deborah Fuhr, Managing Partner & Founder of ETFGI LLP, presents an update on US ETF industry (as at end of November 2018).
Financial Advisors: World Class Travelers of Investing
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.
Family Matters: Know What's Important to Clients
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.
Federated High Income Bond Fund (FHIIX)
FHIIX: A unique high yield bond fund that looks at cash flow much more than the rating of the issuer.
Mainstay Cushing Renaissance Advantage: A Strong MLP Based Strategy
With its lost grounds in 2018, Mainstay Cushing Renaissance Advantage has performed relatively well on its historical bases. Todd Rosenbluth talks about the analysis and commentary of the Mainstay Cushing Renaissance Advantage
Why We Favor Emerging Asia to Europe: International Markets and Earnings Trends for 2019
Lindsey Bell and Todd Rosenbluth discuss the investment outlook for 2019 as 2018 ends in market pullback and its impact on overseas markets.