에피소드 37개
Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in Chief David Armstrong, Editor in Chief
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In this podcast series from Wealthmanagement.com, Editor in Chief, David Armstrong takes a deeper look at the RIA space. Topics that will be covered include how advisors are leaving full-service firms and becoming more entrepreneurial, what is driving the flood of money coming into the RIA space, brand new tech solutions that will hopefully benefit independent advisors and how ESG investing becomes part of client portfolios. There will be a lot more covered in these discussions so be sure to mark this series for the future. Enjoy!
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Advisor Innovations: Schwab’s Bernie Clark and Rick Wurster on the “Unprecedented” Migration of Assets From TD Ameritrade, and What Advisors Can Expect From the Dominant Custodian Going Forward
After a summer break, the Advisor Innovations podcast is back. In the new season’s inaugural episode, David Armstrong, director of editorial strategies at Informa Connect’s Wealth Management group, is joined by Rick Wurster, the president of the Charles Schwab Corporation, along with Bernie Clark, managing director and head of advisor services. The conversation was held … Read More Read More
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Advisor Innovations Podcast: Tim Maurer on Personal Finance is More Personal Than Finance
Tim Maurer is a financial advisor and author who most recently took on the role of Chief Advisory Officer at SignatureFD. In this episode of the Advisor Innovations podcast, Maurer talks with David Armstrong about what, exactly, a Chief Advisory Officer does, and how he sees the lessons of life planning and qualitative financial advice … Read More Read More
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Advisor Innovations Podcast: Dumb indexes, “Smart” Beta and Intelligent Design—How Larry Swedroe Helps Advisors Make Sense of Investments
For many advisors, Larry Swedroe needs no introduction; He’s the author of numerous books on investing, a frequent columnist in advisor publications, including Wealthmanagement.com, and the Head of Financial and Economic Research at Buckingham Strategic Wealth, one of the largest RIAs in the country. He’s also active on social media where he can be found … Read More Read More
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Julie Littlechild on Client Feedback and the Engagement Engine
Advisors have long been aware that the better they know the client, the better client experience they can provide. Advisory boards and feedback surveys have been around forever to give the advisor some guidance over how to better engage with clients and prospects. In this episode, David Armstrong speaks with Julie Littlechild, founder and CEO … Read More Read More
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Advisor Innovations Podcast: Mark Miller on Rebooting a Retirement Plan
Mark Miller is a career journalist who digs deep into the world of retirement planning, social security, medicare and the state of retirement “readiness” among people nearing the goal line. Miller has written regularly for The New York Times, Reuters, Morningstar and has been a long-standing columnist for Wealth Management magazine and WealthManagement.com. He is … Read More Read More
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Advisor Innovations: Asset Management Pioneer Bruce Bond on the Story Behind Innovator ETFs
In this episode, David Armstrong is joined by Bruce Bond, CEO and co-founder of Innovator Capital Management, a pioneer in the ETF industry and three-time WealthManagment.com Industry Award winner, to discuss pushing boundaries within the ETF market, diving into where the ETF business is going and how advisors are using ETFs in their client portfolios. … Read More Read More