231 episódios
Orion's The Weighing Machine Orion Portfolio Solutions
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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines.
Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”).
The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org.
The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/.
Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com.
0503-OPS-3/4/2024
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Bill Wostoupal of Orion - Custom Indexing and the Future of Wealth Management
This week, Rusty and Robyn talk with Bill Wostoupal, EVP of OCIO at Orion. In this episode, we take a closer look at various use cases for Custom Indexing. In addition, we will discuss industry trends, the future of Orion and much more.
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Jessica Golson of Carson Wealth Management - The Future of the Wealth Management Industry and How to Encourage More Women to Join It
This week, Rusty and Robyn talk with Jessica Golson, Senior Vice President of Investments and Trading at Carson Wealth Management. In this episode, we take a closer look at the future of the Wealth Management Industry and how we can do a better job of encouraging more women to join it. In particular, we will discuss new strategies and an exciting business partnership platform from The Carson Group. In addition, we will cover what clients expect from advisors and top qualities to look for when recruiting. Learn more at orion.com.
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Greg Wilensky and Jeremiah Buckley of JanusHenderson - Fixed Income and Building Balanced Portfolios
This week, Rusty and Robyn talk with Greg Wilensky and Jeremiah Buckley, head of US Fixed Income and Portfolio Manager at JanusHenderson respectively. In this episode, we take a closer look at the current state of Fixed Income and how to best build out a balanced portfolio. Specifically, we will discuss the future of the 60/40 Portfolio, quality growth equities, the case for Fixed Income, the outlook for interest rates and much more. Learn more at orion.com.
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Alex Fink - Leadership Advice from a US Army General
This week, Rusty and Robyn talk with Alex Fink, Retired US Army Major General and former Chief Marketing Officer for the US Army. In this episode, we take a closer look at what it takes to be an effective leader, how to build a successful team and much more. Learn more at orion.com.
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Paul Baiocchi of SS&C ALPS Advisors - ETFs: Growth Prospects, Obstacles and the Future of the ETF Marketplace
This week, Rusty and Robyn talk with Paul Baiocchi, Chief ETF Strategist at SS&C ALPS Advisors in Denver, CO. In this episode, we take a closer look at innovation in the ETF Marketplace and the outlook for active ETFs. In addition, we will discuss the future of Small Caps, International Stocks and much more. Learn more at orion.com.
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Harry Hartford of Causeway Capital Management - Value Investing and the Case for International Markets
This week, Rusty and Robyn talk with Harry Hartford, a Portfolio Manager at Causeway Capital Management in Los Angeles, CA. In this episode, we take a closer look at the market outlook for International Stocks, Small Caps and the US Dollar. We take a look at whether or not non-US securities can outperform, relative to the US, when the dollar gets stronger. In addition, we will discuss risk management and more. Learn more at orion.com.