Podcasts about asset tv

CEO Joe Schmuckler shares the history of Cary Street Partners, what he views as instrumental to the team's growth and success over the years as a Barron's Top 100 RIA, and how they are building on that foundation with a new strategic partnership.

Jason Britton, founder and CIO of Reflection Asset Management, shares his story of breaking away from the wirehouse to launch his own firm that's grown to $6 billion in AUM and fintech rooted in values-driven investing.

Armando A. Ureña, Senior Partner and Managing Director at Snowden Lane Partners, shares more about the firm's path to becoming a Barron's Top RIA, its investment approach, and growth trajectory.

In the first two years since its founding in 2022, Callan Family Office grew its AUM organically to $5 billion. CEO Jack Ginter shares more about Callan Family Office's core values and how the firm is serving its client base of UHNW families and institutions.

Jonathan Rogers, CFP®, Co-Managing Partner at Forum Financial, shares more about the firm's unique partnership structure, how its growth has led it to become a Barron's Top 100 RIA, and why he describes Forum as “fiercely independent.”

Kay Lynn Mayhue, President of Merit Financial, reflects on the firm's history, client base, path to becoming a top RIA, and multi-faceted growth strategy.

Rose Capital Advisors Founder and Managing Partner Michael Rose shares how his firm is serving high profile athletes, gaining exposure to alternatives, and more.

Sarat Sethi, CFA, CIC, Managing Partner at Douglas C. Lane & Associates, shares more about the firm's history, growth over the years, and path to becoming a Baron's Top 100 RIA.

Brooke May, Managing Partner at Evan's May Wealth, shares the RIA's evolution, equity-focused approach, and commitment to comprehensive financial services. Discover their unique perspective in the financial landscape and the importance of a long-term investment view.

Grace Salvino, Wealth Manager at Performance Wealth, shares more about the RIA's history, its mission to educate the next generation on finance, and why the firm feels it's so critical to take a long-term view of investing.

Former hedge fund manager Victor Haghani shares the principles he used to found Elm Wealth more than a decade ago. He also discusses the firm's Dynamic Index Investing® approach, strategy for keeping fees low, and future ambitions.

For this episode, Bill welcomes a very special guest, sports and business journalist, Gillian Kemmerer. She shares how her experiences as a hockey player and a locker room reporter gave her more empathy for her guests, opened her eyes to the importance of diversity in the workplace, and instilled an appreciation for the evolution of the role of female reporters in the sports industry. But the conversation doesn't stop there. Gillian shares her insights on the importance of democratizing education before product democratization, the concept of "illiquidity premium," and the need for greater access to private market opportunities for investors. Listen in! 

Managing Partner Jack Petersen discusses the unique needs of the UHNW client base, his manager selection process and the symbiotic relationship between firm growth and client satisfaction.

Managing Partner Jon Snare, CFA, CFP explains what Bordeaux Wealth Advisors' values and investment philosophy have in common with high quality french wine. He also shares how the $4 billion RIA is helping many tech executives grow their wealth.

Steward Partners has grown to $30 billion since its launch in 2013. CEO Jim Gold explains why they feel it's important to offer equity to everyone at the firm and what's been key to their success. He also paints a picture of the RIA firm of the future and how Steward Partners is trying to stay ahead of the curve.

Brett Bernstein, CEO and co-founder of XML Financial Group describes the team's client-centric approach, the ways that they keep their employees feeling valued, and the secret to their growth since breaking away from Merrill Lynch and launching as an independent RIA. He emphasizes the importance of tailored solutions that foster lasting relationships and help clients achieve their goals.

LVW Advisors is a women-led firm that got its start in the institutional space and still has many institutional clients today. CEO and Founder Lori Van Dusen shares more about the RIA's culture, values, and investment approach.

Kara Duckworth, Managing Director of Client Experience at Mercer Advisors, joins us to discuss prioritizing clients, increasing the representation of women in wealth management, and other related topics. Mercer Advisors has achieved the distinction of being ranked among the top 10 RIA's in the country for two consecutive years.

Peter Malek, CEO of Creative Planning, provides insights into their highly successful wealth management strategies, highlighting their personalized approach that has contributed to their remarkable growth. He shares valuable information on how they tailor their services to meet individual client needs, prioritize transparency and collaboration, and leverage technology to deliver exceptional financial outcomes.

Robert Sandrew, Chief Growth Officer at Integrated Partners, discusses the trends that he's seeing in the RIA M&A world, what he looks for in potential RIA acquisition targets, and the key characteristics that have led to Integrated Partners' success.

Chris Nicholson, CFP®, Principal, Senior Wealth Advisor and Director of Wealth Management at Kovitz Investment Group Partners, one of Barron's top 100 RIAs, discusses how the RIA has gained success and loyalty as a value-oriented investment advisor.

Jason Jackman, CFA, CEO of Johnson Investment Counsel discusses the firm's inception, which it's founder, Tim Johnson, Ph.D., described as “a hobby that got outta hand”, and the philosophy and approach allowed it to grow into one of the nation's largest RIAs managing over $17 billion.

Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning & Advanced Solutions at Carson Group, shares more about the top RIA's philosophy and how their approach differs from other firms.

Bartlett Wealth Management President Holly Hirt Mazzocca, CFP® reflects on how the firm has found success and grown to $6.9billion in AUM since its founding in 1898. She also shares her strategy for finding the best independent wealth management firms, how she is engaging with talent across all levels of Bartlett.

Nick Kolbenschlag, Managing Director at Evolv Family Wealth, shares what went into the launch of the new RIA platform, its strategy for helping advisors build wealth, and how the personal CFO model ultimately benefits the end client. He also explains what pain points that Evolv intends to solve for advisors looking to leave the wirehouses.

Beacon Pointe Advisors is the largest female-led RIA in the country and has been consistently ranked one of the top RIAs in the U.S. by Barron's. CEO Shannon Eusey shares what it was like launching the firm in 2002, the allWEALTH® approach, and what's been key to Beacon Pointe's success over the past two decades.

Advisors Chairman and CEO Bob Oros reflects on how the firm has found success and grown to $140 billion in AUM since its founding in 2008. He also shares his strategy for finding the best independent wealth management firms, how he is engaging with talent across all levels of Hightower, and where he sees the RIA industry headed in the coming years. 

Seven out of ten LGBTQ+ Americans report that they would be more comfortable with an advisor who is part of the community or a vocal ally.  RegentAtlantic Wealth Advisors Barbara Bilello and Lisa Neira, CFP® share how their firm is serving this community, important considerations when working with LGBTQ+ clients, and ways that RIAs can improve on equity and inclusion. 

Johnson Financial Group has a wealth, bank and insurance business and more than $14 billion in assets under administration. Brian Andrew, EVP Wealth and Chief Investment Officer shares growth plans for the coming years, what the firm looks for in an acquisition target, and how the RIA is helping clients navigate volatile markets.

Investment Strategist Maria Giraldo takes us through the fixed-income market to evaluate risk and return prospects with spreads near their historical wides and bond prices at levels not seen in decades. Jerry Cai, an economist in the Macroeconomic and Investment Research Group, provides an update on the latest macro data. Also, we answer listener mail. Related Content: Global CIO Outlook: That Sound You Hear is the Fed Breaking Something The Federal Reserve (Fed) is closer to the end of its tightening cycle, but is clearly not done. https://www.guggenheiminvestments.com/perspectives/global-cio-outlook/that-sound-you-hear-is-the-fed-breaking-something (Read CIO Outlook)  “A Once in a Generation Opportunity for Investors” Scott Minerd, Chairman of Guggenheim Investments and Guggenheim Partners Global CIO, joined CNBC to discuss opportunities for investors in a market beset by policy and economic challenges. https://preprod.guggenheiminvestments.com/perspectives/media/a-once-in-a-generation-opportunity-for-investors (Watch Video) 2022's Upside: The Fed Has Put the Income Back in Fixed Income Anne Walsh, Chief Investment Officer for Fixed Income at Guggenheim Investments, joined Asset TV to discuss macroeconomic conditions, risk, and relative value in the bond market. https://www.guggenheiminvestments.com/perspectives/media/the-fed-has-put-the-income-back-in-fixed-income (Watch Video) Investing involves risk, including the possible loss of principal. This material is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. This material contains opinions of the author or speaker, but not necessarily those of Guggenheim Partners, LLC or its subsidiaries. The opinions contained herein are subject to change without notice. Forward-looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. Past performance is not indicative of future results. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information. Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.  SP 54708

Matt Bush, Guggenheim's US economist, discusses the fast-moving economic data and what it might mean for the future course of monetary policy. Aditya Agrawal, head of the Agency MBS Sector Team, reports on developments in his sector, which is directly affected by the Fed's balance sheet management. 3Q22 Fixed-Income Sector Views Relative Value and performance drivers across fixed-income sectors. https://www.guggenheiminvestments.com/perspectives/sector-views/q3-2022-fixed-income-sector-views (Read Fixed-Income Sector Views) The Inflation Moderation We Expected Should Continue Lower July CPI inflation is likely the beginning of a trend. https://www.guggenheiminvestments.com/perspectives/macroeconomic-research/inflation-moderation-we-expected-should-continue (Read Macro Alert)  CIO Mid-Year Outlook Steve Brown, CIO for Total Return and Macro Strategies, joins Asset TV's CIO Mid-Year Outlook Masterclass to discuss multi-asset solutions for the market ahead. https://www.guggenheiminvestments.com/perspectives/media/masterclass-cio-mid-year-outlook (Watch Video)   Investing involves risk, including the possible loss of principal. This material is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.

Jenny Marler, head of Guggenheim Real Estate, focuses on hotels and hospitality, one of the real estate sectors hardest hit by the pandemic. Jerry Cai, a Vice President in the Guggenheim Investments Macroeconomic and Investment Research Group provides an update on latest Federal Reserve decision and other macro developments. We also answer a listener's question. If you have a question to direct to the podcast, please email macromarkets@guggenheiminvestments.com. Related Insights: 3Q22 Fixed-Income Sector Views Relative Value and performance drivers across fixed-income sectors. https://www.guggenheiminvestments.com/perspectives/sector-views/q3-2022-fixed-income-sector-views (Read Quarterly Market Review) CIO Mid-Year Outlook Steve Brown, CIO for Total Return and Macro Strategies, joins Asset TV's CIO Mid-Year Outlook Masterclass to discuss multi-asset solutions for the market ahead. https://www.guggenheiminvestments.com/perspectives/media/masterclass-cio-mid-year-outlook (Watch Video)  Investing involves risk, including the possible loss of principal. This material is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.  

Episode 18: Investment-Grade Corporates and the Macro Backdrop Thursday, July 21 Justin Takata, head of Guggenheim's Investment-Grade Sector Team, discusses the technical and fundamental drivers of value in his market. Guggenheim's U.S. Economist Matt Bush reviews the latest CPI and jobs data, and outlines his views on recession timing and the possible progression of monetary policy. We also answer a listener's question about fixed-income funds in retirement plans. If you have a question to direct to the podcast, please email macromarkets@guggenheiminvestments.com. Related Content 1. Recession Signals Flashing Red The latest data suggest we may already be in a recession. https://www.guggenheiminvestments.com/perspectives/macroeconomic-research/recession-signals-flashing-red (Read Macro Alert) 2. CIO Midyear Outlook Steve Brown, CIO for Total Return and Macro Strategies, joins Asset TV's CIO Mid-Year Outlook MasterClass to discuss multi-asset solutions for the market ahead. https://www.guggenheiminvestments.com/perspectives/media/masterclass-cio-mid-year-outlook (Watch Video) Investing involves risk, including the possible loss of principal. This material is distributed or presented for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy or investment product, or as investing advice of any kind. This material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. The content contained herein is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. This material contains opinions of the author or speaker, but not necessarily those of Guggenheim Partners, LLC or its subsidiaries. The opinions contained herein are subject to change without notice. Forward looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. Past performance is not indicative of future results. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information. No part of this material may be reproduced or referred to in any form, without express written permission of Guggenheim Partners, LLC. Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.  

CEO Joseph P. Biondo shares how Biondo Investment Advisors has expanded its RIA business to just under $1 billion in assets under management. He discusses dividend and growth strategies, how they are using ETFs and Mutual Funds, and the importance of diversified long-term planning.

Chief Investment Officer and President of Johnson Wealth Brian Andrew shares how the firm has carved out a niche advising pilots, family businesses, and other groups. The RIA manages $10 billion and has plans to grow.

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.

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.

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.

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.

Today Daniel Simon joins us to discuss his new book The Money Hackers - How a group of misfits took on wall street and changed finance forever. Daniel P. Simon is author of The Money Hackers: How A Group Of Misfits Took On Wallstreet and Changed Finance Forever (HarperCollins Leadership), chairman of the Museum of American Finance communications board and CEO of Vested, a global financial communications firm. He has represented some of the most recognizable brands in finance and fintech, including Morgan Stanley, Bloomberg L.P., and Goldman Sachs. He’s a regular columnist for Forbes, Markets Media, and Cointelegraph and is a regular commentator on platforms like Cheddar, Asset TV, and FinTech TV. His podcast Wall & Broadcast has over 100,000 downloads. Vested - https://fullyvested.com/ Daniel’s site - https://danielpsimon.com/ Money Hackers - https://www.amazon.com/dp/B07TH7VLQ3/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1 Daniel’s LinkedIn - https://www.linkedin.com/in/dansimon Daniel’s Twitter - https://twitter.com/danielpsimon?lang=en View this episode on our website here. *Disclaimer. None of this information is financial advice. ~ Follow us on Instagram, Twitter, Facebook, LinkedIn, Pinterest and Uptrennd today! ~ Want to learn more about cryptocurrency? Check out our educational videos today! ~ Looking to attend a cryptocurrency or blockchain event? Check out our events page! ~ Read U.Today to stay up to date on the latest crypto news, check short-term and long-term crypto analysis daily, and watch interviews with top influencers ~ Tune in on Crypto Current TV throughout the week for a 24/7 crypto stream on the latest action on crypto markets, news, and interviews with the industry’s top experts! ~ Enjoying our podcast? Please leave us a 5 star review here! ~ Stay up to date with the latest news in cryptocurrency by opting-in to our newsletter! You will receive daily emails (M-S) that are personalized and curated content specific to you and your interests, powered by artificial intelligence.  ~ We were featured as one of the Top 25 Cryptocurrency Podcasts and one of the 16 Best Cryptocurrency Podcasts in 2020. ~ Are you an accredited investor looking to invest in cryptocurrency? Check out Crescent City Capital. ~ Want to take educational courses on cryptocurrency & blockchain? Sign up for Blockchain Training Academy today! ~ Earn Interest. Receive Loans. Trade Crypto. Start Today! Learn more about how you can sign up for Blockfi  ~ Want to be on our show or know someone who should? Contact us today! ~ We hope you are enjoying our cryptocurrency and blockchain educational content! We greatly appreciate donations, which all go directly towards creating even better educational content. Thank you for your generosity! Buy us a coffee here :) BTC: 3BpSmgS8h1sNtbk6VMiVWxoftcwBxAfGxR  ETH: 0x743c0426CE838A659F56aFC4d3c10872d758EC79  LTC: MKCpf3qEVfT6yprhDhkJJcdNpqh5PZXSbx

A bonus episode, featuring the audio of Simon's appearance on Asset TV in 2017 in which he discusses with Maya Chung what financial advisors need to know and understand when dealing with foreign national clients. It ends up being a good summary of many of the important financial planning issues that need to be considered by foreign nationals moving to the US. Unfortunately the video clip is no longer available.

Brian Naylor from The TV Training Academy brings you a complete step by step guide which will help you focus, motivate, brand you and you’ll discover how to dedicate intelligent hard work to the direct matters that will affect your chances of getting the dream TV presenter job or to perfect your onscreen camera skill. He will lead you every step of the way like he has done for hundreds of students who have gone on to become successful TV presenters. Under his mentorship, you will be set apart from the wannabes and the amateurs. You will be shrewd, you will be astute, and you will be successful. For this limited time, you will be able to learn all the skills and secrets without any cost. Work effectively under his guidance towards your dream goal.    Brian Naylor has over 30 years extensive experience working in the entertainment & TV industry. He started his career as a performer then went on to work as a Cruise Consultant, he was responsible for training presentation, communication, and stagecraft skills for light entertainment staff. He then went on to work extensively in TV with contributions on The BBC, Sky Sports and The Horse and Country show as well as hundreds of appearances on the SKY TV platform for Vinnapris Wine Channel, Asset TV and County Focus. In 2008 he was asked to judge the reality TV show ‘Search for a Presenter’ which aired for two seasons on Life TV. This lead to an engagement as Director of Showcase 24’s Breakfast show as well as directing numerous programmes for the Slimming and Fitness Channel. Since then he's produced and presented on ‘U Sell TV’ & ‘ Chance TV’. His main role now is to pass on his 30 years plus expertise and industry knowledge. Aside from just training TV Presenters & Media Professionals he also trains Politicians, Civil Servants, Corporate Exec’s and Small Business Managers. He believe's that with effective, engaging and persuasive communication skills everyone has the potential to achieve great results.     "Luck has very little to do with getting that first invite for an audition and even less to do with successfully convincing the casting director/producer to choose you for the part. Hard work is required. Solid, uncompromising and unending hard work. I encourage you to practice this preparatory hard-work training that I am going to give you because when you do land that dream TV presenter job, you will be working even harder to keep that dream alive!" 

Dennis Heinke, vice president of Product Strategy at Franklin Templeton Investments, speaks with Asset TV’s Gillian Kemmerer on retirement income.