Podcast appearances and mentions of miracle mile advisors

Join Pat and Konch on the Dakota Fundraising News Podcast. This episode highlights significant career transitions including Matt Dmytryszyn's move to Miracle Mile Advisors and Thomas Yao's new role at RDM Financial. Discover the strategic expansions with Waverly Advisors' acquisition of Derbend Asset Management and the Rockefeller Global Family Office adding a prominent Chicago-based team. Dive into institutional investment insights with detailed coverage of the Illinois Firefighters' Pension Investment Fund's latest RFPs and investment plans by the Employees' Retirement System of Texas in diverse asset classes. Tune in for a comprehensive analysis of how these movements are shaping the financial landscape.

Join Pat and Konch as they delve into recent pivotal job changes and mergers and acquisitions shaping the landscape of institutional and private wealth management. The episode kicks off with important executive movements, including the  CIO of Radnor Capital and Matt Dmytryszyn's appointment at Miracle Mile Advisors. The discussion then shifts to significant mergers, highlighting LPL Financial's addition of a top-tier advisory team and Apella Capital's strategic acquisition of ClearLogic Financial. Wrapping up, the hosts explore institutional investment strategies and new fund launches, including notable commitments by the University of Alabama System Endowment and innovative fund strategies by Taconic. This episode offers an in-depth look at the dynamic shifts within the financial services industry.

Like Miracle Mile Advisors, the path from where your firm is today to where you want it to be tomorrow is not a straight line up and to the right. You'll face fork-in-the-road moments that will define you and your firm. Antonia Burchman shares how Miracle Mile Advisors responded to their pivot points and paints a path forward for advisory firm leaders who want to grow and deliver a great client experience. Guest: Antonia Burchman, Senior Director of Corporate Development for Miracle Mile Advisors. Antonia was one of Miracle Mile's first team members and has been with the firm as it has grown from less than $100 million in AUM to approximately $4.5 billion.

Join us as we sit down with Certified Divorce Financial Analyst, Grant Johnstone, and his team of financial advisors at Miracle Mile Advisors, to discuss pertinent questions that they wish their clients would have brought to them before negotiating and finalizing their divorce settlement. In this episode, Grant and his team discuss the below topics:•    How Important are the Impact of Taxes in a Divorce Settlement?•    How Does Long-Term Impact of Inflation Figure Into Negotiating My Divorce Settlement?•    How Do you Evaluate a Settlement Proposal?•    What Does it Really Cost to Keep the Family Home? •    Why are My Spouse's Eligibility for Social Security Benefits Something I Need to Consider?•    Why Do I Need to Insure the Divorce Settlement?•    Do I Need a Post-Divorce Financial Plan?If you would like to speak with one of our family law attorneys, please call our office at (503) 227-0200, or visit our website at https://www.landerholmlaw.com.To get in contact with Grant and his team at Miracle Mile Advisors, you can email him at gjohnstone@miraclemileadvisors.com or visit their website: https://miraclemileadvisors.com/Disclaimer: Nothing in this communication is intended to provide legal advice nor does it constitute a client-attorney relationship, therefore you should not interpret the contents as such.Miracle Mile Advisors LLC (“MMA”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where MMA and its representatives are properly licensed or exempt from licensure. Advisory services are offered through Miracle Mile Advisors, LLC (“MMA”). The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

We discuss:What intentional recruiting and succession planning means.How the industry is changing when it comes to recruiting female and next-gen talent.How firms can create their own intentional recruiting.Goal setting and why that's important when developing these plans.Resources: InvestmentNews | Christine Shaw | Antonia Burchman | Miracle Mile AdvisorsGuest BiographyAs director of growth for Miracle Mile Advisors, Antonia is responsible for implementing innovative growth strategies including M&A process management, recruitment and retention, and brand marketing. Antonia works closely with new advisory teams to ensure seamless transition and integration to Miracle Mile's platform and culture and facilitates long-term success.Prior to joining Miracle Mile Advisors, Antonia worked as an executive recruiter at an international recruiting agency where she worked with a variety of clients, including some of the largest financial services firms in Los Angeles. Before entering financial services, Antonia worked in the marketing division of a global hospitality group based in Los Angeles.Antonia received her bachelor's degree from the University of California, Los Angeles. She is committed to community empowerment through causes such as Big Brothers Big Sisters of Greater Los Angeles, a youth mentorship program and Defy Ventures, a coaching-based movement to reduce incarceration statistics.

Every new planner wants to move up quickly through the ranks, but it can be hard to do so when they don’t get the attention or experience they need. Matt Granksi, CFA®, is an example of what’s possible, though, rising from analyst to President at Miracle Mile Advisors before his 28th birthday. Up next, Matt tells Hannah Moore, CFP®, how he got noticed and how his approach to his career helped him solve problems for his clients and team. Find out what it took for Matt to grow his firm to a multi-billion dollar business by focusing on premium client service, innovative systems, and empowering NextGen talent.

Duncan Rolph, Managing Partner of Miracle Mile Advisors, joined the podcast this week to discuss why current stock market highs have prompted him to adopt a more defensive investment strategy for his clients and how independent financial advisors are challenging the dominance of big banks. Plus, we take a look at three stocks: Brookfield Asset Management (BAM), CVS Health (CVS) and Focus Financial Partners (FOCS). For the video version, show notes and charts, visit investors.com/podcast.

Niladri Mukherjee, head of portfolio strategy, Merrill Lynch and Bank of America Private Bank, said that fund flows -- rather than investor-sentiment measures -- are showing that individuals are too pessimistic right now, pulling billions from equity funds and moving all that money and more into bond funds at a time when the stock market still has room to run and doesn't have imminent signs of impending trouble. Also on the show, Brian Carberry of Apartment Guide discusses the lengths some workers will go -- or not go -- when it comes to mixing their job and their home life, and Brock Moseley of Miracle Mile Advisors talks ETFs and tactical investing in the Market Call.

This week’s episode is featuring my good friend of 15 years, Sara Rajo Miller. She grew up living all over the world in Germany, Israel, London, and Mexico, before moving to Los Angeles at the age of 12. I remember when I first met her, I could not believe she had already lived in all of those places and I had lived in the same house for pretty much all of my life. Growing up, her parents who are both foreign correspondents taught her that life is all about relationships and, as a result, she developed an affinity to interacting with different people early on. She fell into wealth management after a college internship at a stock analysis company, Miracle Mile Advisors, and never left! It felt like a natural fit from the beginning and now, six years later, Sara has worked her way up to a Senior Financial Advisor position and manages hundreds of millions of dollars in assets for over 70 families. I’m always so impressed by that considering I can barely manage my bank account that is pennies compared to that! Sara works closely with clients to design and implement customized investment plans based on their unique needs. As an Investment Advisor, she constructs detailed investment and cash flow models, asset allocation recommendations, wealth transfer structures, pre-transaction planning recommendations, and a variety of other life planning strategies. Sara has even been recognized by Forbes as one of America’s 200 Top Women Advisors and Top Next-Gen Financial Advisors. So, you can probably understand why she is the first person I called when it came to talk about financial planning. In school, we aren’t ever taught how to balance a checkbook (sounds pretty old school at this point) and we definitely aren’t taught about building a retirement fund. As someone who is still in my 20s, I never realized how much I could be doing now to set myself up to be very comfortable in my 60s until I spoke with Sara! I hope you learn as much as I did in this episode! *I also wanted to preface this episode because at one point a man entered the conference room next to us and decided to talk very loudly so you might pick up on that background noise and I apologize in advance! Like I said in my first podcast post, I am no sound engineer! My main takeaways from this episode are: -Understanding finances first will help you make better decisions about money later. -Age is our biggest asset! The power of compounding really does work! -Open a Roth IRA like yesterday and put in as much as you can each month, up to $5500 a year, for tax-free growth and withdrawal! Don’t sleep on that one! -If the company you currently work at offers a 401k, take advantage of that! -There are three options to go about managing your money: Financial Advisors, Robo-Advisors, or managing it yourself on sites like TD Ameritrade or E*Trade. -Talking about budgeting and taxes with your kids is a great way to prepare them for supporting themselves later. You can find Sara here: Miracle Mile Advisors where you can e-mail Sara with questions! Thank you for listening! Natalie --- Support this podcast: https://anchor.fm/notamamayet/support

Tom Lydon of ETFTrends.com made the VanEck Vectors Semicnductor ETF his 'ETF of the Week,' noting that the industry has been on the rise and -- despite recently volatility caused by high-profile earnings misses this week -- remains a worthwhile play for as long as it stays above its long-term average. Also on the show, Dan Keady, chief financial planner at TIAA, discusses volatility, Mark Hamrick of Bankrate.com covers a survey on how Americans don't expect their finances to improve this year, and Brock Moseley of Miracle Mile Advisors talks ETFs in the Market Call.

Brian Sterz of Miracle Mile Advisors (http://www.miraclemileadvisors.com/our_team/brian-sterz/) talks personal money management for startup founders and team members. Brian talks shares methods for achieving diversification and smart tax planning, two of the most impactful ways startup folks can manage their money intelligently.