Podcasts about sanctuary wealth

Check it out! Host David DeCelle interviews Craig Butler, Chief Growth Officer at True Independence, about business development and sales strategies. True Independence, which recently merged with Sanctuary Wealth, manages $45 billion in assets with 120 advisors. Craig emphasizes the importance of differentiating in a crowded market, offering comprehensive business services including compliance, marketing, and technology support. He highlights the need for advisors to transition from practices to businesses, suggesting tools like EOS and business valuations to assess and improve operations. Craig also recommends Donald Miller's "Building a StoryBrand" for effective client engagement.   Connect with Craig:   Website: https://www.tru-ind.com/ LinkedIn: https://www.linkedin.com/company/tru-independence/   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job moves, including Erika Olson joining Meketa as Director of Public Markets Manager Research and Ken Mathieson moving to US Capital Wealth Advisors. In RIA/FA M&A, Wells Fargo recruits the $1.6B Broadleaf Wealth Management Group from UBS, Sanctuary Wealth adds $200M NewSpring Wealth Partners, and Bryn Mawr Trust expands with a four-member team from Truist. Institutional updates feature pension fund searches and commitments, including San Francisco Employees Retirement System and Teacher Retirement System of Texas. Fundraising highlights include Longshore Capital closing Fund II at $325M and Hamilton Lane surpassing its target with a $615.3M venture fund. Tune in for the latest in institutional and intermediary fundraising!

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key updates across job changes, RIA/FA M&A, institutional coverage, and fundraising. Highlights include Jeffrey Chang joining NYU's Investment Office as Managing Director, Scott Poore becoming CIO at Kingswood Wealth Advisors, and Jenny Buck being named CIO of London LGPS CIV. In M&A news, Klingman & Associates brought on NYC-based advisor Lizzie Decarlo from UBS, LPL recruited a $385M team from Kestra in Atlanta, and Sanctuary Wealth secured a $700M Miami team from Truist. Institutional updates featured asset allocation shifts at Austin City Employees' and Tulare County Employees' Retirement Systems, alongside recent commitments from Oregon PERS ($650M across private equity and international equities) and Texas County & District Retirement System ($150M to Ares European Credit Strategies Fund X). Fundraising news included Thoma Bravo closing its third credit fund at $3.6B and Kline Hill Partners targeting $300M for its new private equity secondary fund. Stay tuned for more insights in upcoming episodes!

In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss private equity firms like Blackstone and Apollo pushing for access to U.S. 401(k) plans, arguing their funds offer better diversification despite risks of higher fees and lower liquidity. Job updates include Todd Hirsch joining Point72 to lead a new private credit strategy, Tim Thomas promoted to CIO at Badgley Phelps, and Philip Chandler becoming CIO at Schroders Investment Solutions. In RIA/FA M&A news, Savant Wealth promotes Zach Ivey to CIO, Sanctuary adds a $700M Miami team from Truist, and LPL recruits Lewellyn Financial from Osaic with $320M in assets. Institutional coverage features Wichita Retirement selecting PGIM as its Fixed Income manager and Ohio Police & Fire's $280M 2025 real estate plan. Texas TRS made significant commitments across real estate and private equity, including $400M to Blue Owl Real Estate. Fundraising updates include FTV Capital closing $4.05B across two funds and Stockbridge targeting $550M for a new residential real estate fund. Stay tuned for more fundraising and institutional insights! 

Sanctuary Wealth's chief investment strategist explains why she thinks we're in the “golden age of investing.” Host: Greg Bartalos. 

Send us a textIn the latest episode, Anna and Paul introduce Lauren Sulkowski, who has been a mentor of our podcast since its inception. Lauren shares her experiences as the head of HR at Sanctuary Wealth, discussing the importance of workplace flexibility and empathy in leadership. She also talks about balancing work and personal life as a single mother and the significance of creating a supportive work environment.  Tune in to hear more about Lauren's journey and her advice for other leadersMusic in this episode is Pelicans by Joe Cooney. Check him out on instagram @cooney.tunes !!Follow us on Instagram! @work_dad_podcast

In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss Ares' $3.3B real estate fundraise and a potential merger between TelstraSuper and Equip Super, which could create a $40.9B Australian pension. We highlight Michael Lopes' move to J.P. Morgan Wealth Management and Centel Wealth Advisory joining Sanctuary Wealth. We also cover institutional updates, including global equity and private markets searches, as well as recent commitments from major pension funds like LACERA and the North Dakota State Investment Board. Tune in for the latest industry insights!

In this episode of the Dakota Fundraising News Podcast, Pat and Konch explore key job changes, including Adam Freeman's move to the University of Minnesota Endowment and Eduard van Gelderen's departure from PSP Investments. The RIA/FA M&A segment highlights new advisor teams joining Sanctuary Wealth and RBC Wealth Management. In institutional coverage, we discuss upcoming searches, significant investment decisions, and the latest fund launches, including insights from Bain & Company on the growth of private markets. Join us for the latest updates in institutional and intermediary fundraising! 

In episode 9 of the Alternative Allocations podcast series, Tony sat down with Patrick McGowan of Sanctuary Wealth, to discuss the importance of educating advisors on alternative asset classes. Patrick shared his thoughts on structure versus strategy as well as the importance of conducting due diligence. Patrick McGowan is a Managing Director, Head of Manager Research and Alternative Investments at Sanctuary Wealth. In this role, Mr. McGowan oversees a team responsible for all alternative investment matters including manager sourcing, due diligence, selection, and monitoring. He serves as a member of the Alternative Investment Committee. Previously, Patrick was a Senior Vice President and Head of Product Management at Azimut Alternative Capital Partners, the New York-based GP-stakes arm of Azimut Group, one of the largest independent wealth management companies in Europe. Mr. McGowan joined Azimut from Invesco Private Capital, the $1 billion private equity and venture capital arm of Invesco (NYSE: IVZ), focusing on efforts for Invesco's CalSTRS SMA and a fund-of-funds. Prior to Invesco, Mr. McGowan was at OC Private Capital, a joint venture between The Carlyle Group and OppenheimerFunds, the advisor to a $1 billion close-ended interval fund focused on private credit. Prior to this role, Mr. McGowan was a Senior Director at AI Insight, supporting RIAs and wealth management firms' alternative investment due diligence efforts, and establishing regulatory and fiduciary best practices. Mr. McGowan started his career at OppenheimerFunds, then worked at Altegris Investments as a Vice President. Mr. McGowan earned a bachelor's degree from Vanderbilt University in Nashville, TN. He holds FINRA Series 7 and 63 registrations.     Home | Sanctuary Wealth Patrick McGowan | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

Today's show highlights include: *A breakdown of Chris Shaw's versatile background across financial services, and how his passion for teaching others eventually led him to the independent space after spending nearly 30 years in the wirehouse world. *Some of the common misnomers that many advisors have on what it means to be an independent financial advisor. *The key differentiators between the wirehouse and independent worlds, and what specific factors led Chris to Sanctuary Wealth. *Why Sanctuary Wealth prioritizes their company culture and fit above all else, and a breakdown of the advantages that stem from this. *Why the true value in independence for many financial advisors is the equity you are building in yourself. *An explanation of the Sanctuary Wealth program they will soon be releasing that will allow smaller solo practitioners to “tuck-in” to their model by affiliating with one of Sanctuary's partner firms. Today's conversation between Frank and Chris offers a comprehensive exploration into the rise and appeal of independence in financial services. Through their thorough analysis and firsthand experiences, they provide a roadmap for advisors navigating the complexities of the industry and seeking to chart their own path to success. This episode promises to provide valuable insights for both seasoned professionals and aspiring advisors looking to understand the nuances of independence and its implications on their careers.

Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth and one of the industry's most trusted experts in economic analysis and financial communication, joins Chief U.S. Economist Lara Rhame for a conversation on market trends, career building, women pathfinders and more. Listen for the 2024 economic outlook she refers to as a “bucking bull,” her storied path to success in finance (including the trailblazing aunt who broke barriers in the male-dominated world of 1970s Wall Street) and what it means to “follow your gut, follow your intuition.” As a part of our celebration of Women's History Month, we're featuring conversations with the women shaping financial futures. Join us as we honor the trailblazers among our colleagues, industry leaders and partners. 

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives deep into one of the fastest growing independent wealth platforms in the US — Sanctuary Wealth — and how alternatives is a major ingredient to the growth of their firm and the RIA space more broadly.We have Sanctuary's MD and Head of Alternative Investments, Patrick McGowan, and Director of Strategic Partnerships, Oksana Poznak, on the show to discuss why they believe alternative investments are a key driver of their growth and why they are so important to the development of advisor's practices.Patrick and Oksana both bring valuable perspectives on private markets to bear.Patrick was previously a SVP and Head of Product Management at Azimut Alternative Capital Partners, the NY based GP stakes arm of Azimut Group, one of the largest independent wealth management companies in the world. This background gives him a great understanding of the GP stakes world, where he's spent a bunch of time thinking about this in terms of how it relates to the wealth channel. Prior to Azimut, Patrick was part of the Invesco Private Capital team, the $1B PE and VC arm of Invesco, where he focused on their efforts for CalSTRS SMA and a fund of funds that invested in a number of high-performing, generally smaller and emerging managers. He also worked at OC Private Capital, a JV between Carlyle and OppenheimerFunds, the advisor to a $1B close-ended interval fund focused on private credit. Prior to this role, he was a Senior Director at AI Insight, which was acquired by iCapital. He started his career at OppenheimerFunds and then worked at Altegris Investments, which was a pioneer in bringing alts to the wealth channel.Oksana brings over 20 years of experience in business development, marketing, and relationship management to Sanctuary. She was most recently Segment Marketing Director at CAIS, where she promoted alternative investment fund managers. Prior to CAIS, she held senior positions at Atria Wealth Solutions, BNY Mellon Pershing, Ladenburg Thalman, and Advisor Group.We had a fascinating discussion about the intersection of wealth and alts. We discussed: What it will take to grow Sanctuary to a $100B Super RIA.Why the wealth channel is so interested in alternatives.Why alternative asset managers are interested in working with the wealth channel.How alternative asset managers can best approach working with and educating the wealth channel.The biggest mistake alternative asset managers make when trying to work with the wealth channel.How smaller funds can partner with wealth advisors.Thanks Patrick and Oksana for coming on the show to share your thoughts and wisdom about the intersection of wealth and alts. We hope you enjoy.

We welcome Mary Ann Bartels, Chief Investment Strategist of Sanctuary Wealth, to give us an outlook on what 2024 has in store. Mary Ann brings all the data, and wraps it into a narrative that resonates. Across markets, economics, asset classes and the historical comparisons, Mary Ann makes some great points.  

Sanctuary Wealth's chief investment strategist sees more gains ahead. Host: Greg Bartalos.

Bloomberg Intelligence Senior Global Banks Analyst Alison Williams reports on both Goldman Sachs and Barclays planning to cut jobs. Bloomberg News International Economics & Policy Correspondent Michael McKee and Bloomberg News Economics Editor Molly Smith talk about the US economy and the US Open. Kenny Estes, CEO at Diffuse Digital 30, shares his insight on how investors can take advantage of opportunities in crypto. And we Drive to the Close with Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth. Hosts: Tim Stenovec and Jess Menton. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Bloomberg Intelligence Senior Global Banks Analyst Alison Williams reports on both Goldman Sachs and Barclays planning to cut jobs. Bloomberg News International Economics & Policy Correspondent Michael McKee and Bloomberg News Economics Editor Molly Smith talk about the US economy and the US Open. Kenny Estes, CEO at Diffuse Digital 30, shares his insight on how investors can take advantage of opportunities in crypto. And we Drive to the Close with Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth. Hosts: Tim Stenovec and Jess Menton. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Bloomberg News EV Reporter Sean O'Kane discusses Tesla signaling more price cuts ahead despite margin damage. Bloomberg News Space Reporter Loren Grush reports on SpaceX's Starship rocket exploding shortly after liftoff on Thursday. Rachel Gerring, EY Americas IPO Leader, shares her insight on the current state of the US deals market. Bloomberg Businessweek Editor Joel Weber and Bloomberg Markets Senior Editor Mike Regan provide the details of Mike's Businessweek Magazine cover story Breaking Up With Your Bank Is Easier With 4% Savings Accounts. And We Drive to the Close with Mary Ann Bartels, Chief Investment Strategist for Sanctuary Wealth. Hosts: Carol Massar and Madison Mills. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Bloomberg News EV Reporter Sean O'Kane discusses Tesla signaling more price cuts ahead despite margin damage. Bloomberg News Space Reporter Loren Grush reports on SpaceX's Starship rocket exploding shortly after liftoff on Thursday. Rachel Gerring, EY Americas IPO Leader, shares her insight on the current state of the US deals market. Bloomberg Businessweek Editor Joel Weber and Bloomberg Markets Senior Editor Mike Regan provide the details of Mike's Businessweek Magazine cover story Breaking Up With Your Bank Is Easier With 4% Savings Accounts. And We Drive to the Close with Mary Ann Bartels, Chief Investment Strategist for Sanctuary Wealth. Hosts: Carol Massar and Madison Mills. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

There are a lot of reasons why alternatives have a place in investment portfolios. How are current market conditions influencing private equity, private real estate, private credit, and other alternative assets? In this episode, David Bodamer speaks with Patrick McGowan, Head of Alternative Investments and Manager Research at Sanctuary Wealth, on assessing private equity and … Continue reading WMRE Common Area: Where Alternative Investments Fit Within an Evolving Market With Patrick McGowan →

Among the many topics Frank and Vince cover are:*How Vince's decades of experience in the wirehouse space led him to a career championing supported independence.*The current state of financial advisor recruiting, its industry impacts, and what trends will influence advisor transitions in the coming months.*The Sanctuary Wealth value proposition and the key differentiators of the firm's supported independence offering.*The importance of having a strong online presence and how supported independence bolsters an advisor's marketing prowess.*How Sanctuary Wealth has used strategic talent acquisition to strengthen its firm position.The detailed analysis and expertise showcased by Frank and Vince in this episode are immense. If you are a financial advisor who is ready to take your practice to the next level, consider this a masterclass in learning whether supported independence is the right fit for you.

Jim Dickson is the CEO and Founder of Sanctuary Wealth, an RIA platform with 80 partner firms in 29 states that collectively oversee nearly $25 billion in assets under management. Jim has successfully built an RIA platform in just 5 years through efficient management of hiring, staffing, and raising outside investor capital, while providing middle and back-office support for independent advisors and playing a unique role in helping them grow their businesses. Listen in as Jim shares why he built the "Partnered Independence" platform to provide support systems for advisors who want to run their own practices, why he created a unique partnership structure where advisor practices are their own LLCs but are also IARs under the corporate RIA of Sanctuary Wealth, and why the firm has built a centralized data warehouse providing each advisor with their own level of business intelligence. We also discuss why Jim left the wirehouse world after 25 years and took a year-long trip around the world, how he's working through the challenges associated with rapid growth, and how the demand for independence among advisors surprised him despite his two decades in the wirehouse. For show notes and more visit: https://www.kitces.com/320

Lisa Bush is the Assistant Vice President and Wealth Advisor of Alluvial Private Wealth at Sanctuary Wealth. Lisa has worked in the financial services industry for over 10 years and serves on multiple nonprofit organizational boards, supporting her community and promoting women in business. Live from the Sanctuary Oasis Conference in Las Vegas, Lisa sheds … Continue reading Episode 148 – Sanctuary Wealth Oasis: Women in Control of Their Wealth – With Lisa Bush →

Massimo Guiati is the CEO of the Azimut Group, and is responsible for the development and distribution of business globally. Azimut is a leading Italian independent asset manager. The group specializes in wealth management and offers financial advisory services for investors, primarily through its advisory networks. Live from the Sanctuary Oasis Conference in Las Vegas, … Continue reading Episode 147 – Sanctuary Wealth Oasis: Believing in the Independent Advisor – With Massimo Guiati →

Brian Cooke, CIMA® is a Partner at Cooke Financial Group alongside his brother, Chris. Cooke Financial Group has been helping private and institutional clients plan and manage their wealth for over 50 years. Live from the Sanctuary Oasis Conference in Las Vegas, Doug and Brian discuss the succession Cooke Financial Group has flourishingly maneuvered through … Continue reading Episode 146 – Sanctuary Wealth Oasis: Partnerships in Both Family and Business – With Brian Cooke →

Mary Ann Bartels is the Chief Investment Strategist of Sanctuary Wealth. Mary Ann is a recognized and award-winning strategist that has spent 35 years on Wall Street analyzing and communicating trends in the economy, equities, bonds, commodities, and exchange-traded funds. Live from the Sanctuary Oasis Conference in Las Vegas, Mary Ann shares why she came … Continue reading Episode 145 – Sanctuary Wealth Oasis: How to Stay Elevated in a Falling Market – With Mary Ann Bartels →

RIA M&A deals make up 91% of all deals currently being made in the space. While it's a wonderful time for the space due to more aggregators and integrators, more funding, and more private equity, there's also room for a lot more confusion. This week's guest on the DealQuest Podcast RIA Series is Jim Dickson of Sanctuary Wealth. As an “entrepreneur at his core”, Jim joins me to talk about leaving Merrill Lynch, the frustration many have felt in the wirehouses, the Sanctuary Wealth model, his role as an aggregator, and the different characteristics of aggregators and integrators that appeal to different people. We also dive into some of the new opportunities in this market, and what they mean for advisors. SANCTUARY WEALTH Sanctuary Wealth is a nationally recognized pure aggregator firm. Their core operational principles revolve around autonomy and helping people grow. Everyone sits under the same ADV, but each retains its own brand. Sanctuary Wealth will break away a lot of firms from the wirehouses, and later take a stake in them. Overall, the takeaway here is that there's no one way to do M&A. The sheer variety of ways that firms are approaching it shows that it's all going to hinge on whom you work best with. Choose the right firm for you, and the rest will fall into place. • • • FOR MORE ON JIM DICKSON & SANCTUARY WEALTH:https://www.sanctuarywealth.com/ https://www.linkedin.com/in/jim-dickson-b02934162/ https://twitter.com/JDicksonSW Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney,

Jene Hoosier is the Head of Platform Strategy at Sanctuary Wealth, an advanced platform for the next generation of elite advisors who have the entrepreneurial spirit to build and own their own practices, desiring the freedom to deliver the tailored service their clients deserve. Live from the Sanctuary Oasis Conference in Las Vegas, Doug and … Continue reading Episode 144 – Sanctuary Wealth Oasis: Providing Advisors Game-Changing Tech Solutions – With Jene Hoosier →

Ainslie Simmonds is a Managing Director and member of the executive committee at Pershing. She's also Pershing's President of Pershing X, a new business unit that designs and builds innovative digital solutions for Pershing's wealth solutions clients including broker-dealers, RIAs, and trust companies. Live from the Sanctuary Oasis Conference in Las Vegas, Doug and Ainslie … Continue reading Episode 141 – Sanctuary Wealth Oasis: Connecting the Technology to the Advisor – With Ainslie Simmonds →

Mark Tibergien has been a leader in the financial services industry for many years, most recently having retired in 2020 from Pershing where he served as the CEO. Mark continues his contributions to the industry by now working as a consultant, speaker, or board member with other enterprises that are going through a dynamic transformation. … Continue reading Episode 139 – Sanctuary Wealth Oasis: How to Foster an Enduring Enterprise – With Mark Tibergien →

EJ Kahn is the Founder and Managing Partner at SLK Private Wealth. SLK offers distinctive wealth management solutions for individuals and families who seek a partner who can provide all-encompassing financial expertise founded in genuine care for their success.  Live from the Sanctuary Oasis Conference in Las Vegas, Doug and EJ discuss the principles behind … Continue reading Episode 140 – Sanctuary Wealth Oasis: Passion Under the Hood of Portfolios – With EJ Kahn →

Bloomberg News Finance Reporter Sri Natarajan discusses news that Goldman Sachs may eliminate as many as 4,000 jobs, or roughly 8% of the workforce, as the firm battles to contain a slump in profit and revenue. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Projects & Investigations Reporter Lauren Etter share the details of Lauren's Businessweek cover story Cocaine Smugglers Infiltrated the World's Biggest Shipping Line. Tony Saliba, CEO of Liquid Mercury, shares his thoughts on the state of the crypto market following the collapse of FTX. And we Drive to the Close with Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth. Hosts: Tim Stenovec and Madison Mills. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Bloomberg News Finance Reporter Sri Natarajan discusses news that Goldman Sachs may eliminate as many as 4,000 jobs, or roughly 8% of the workforce, as the firm battles to contain a slump in profit and revenue. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Projects & Investigations Reporter Lauren Etter share the details of Lauren's Businessweek cover story Cocaine Smugglers Infiltrated the World's Biggest Shipping Line. Tony Saliba, CEO of Liquid Mercury, shares his thoughts on the state of the crypto market following the collapse of FTX. And we Drive to the Close with Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth. Hosts: Tim Stenovec and Madison Mills. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Jim Dickson is the CEO and Founder of Sanctuary Wealth: an advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Live from the Sanctuary Oasis Conference in Las Vegas, Doug and … Continue reading Episode 137 – Sanctuary Wealth Oasis: Making the Advisor's Life Easier – With Jim Dickson →

Bloomberg News Deputy Team Leader for US Equities Jess Menton and Bloomberg News U.S. Economy Reporter Reade Pickert explain how the economy and inflation are on the minds of Americans preparing to cast ballots in Tuesday's midterm elections. Bloomberg Businessweek Global Economics Editor Cristina Lindblad and Bloomberg News White House Correspondent Nancy Cook provide the details of Nancy's Businessweek Magazine story Inflation-Focused Voters Defy Biden's Bid to Change the Subject. Bloomberg News Senior Markets Reporter Katie Greifeld discusses Binance buying FTX following an investor exodus from billionaire Sam Bankman Fried's three-year-old cryptocurrency exchange. And we Drive to the Close with Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth.Hosts: Carol Massar and Paul Sweeney. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Bloomberg News Deputy Team Leader for US Equities Jess Menton and Bloomberg News U.S. Economy Reporter Reade Pickert explain how the economy and inflation are on the minds of Americans preparing to cast ballots in Tuesday's midterm elections. Bloomberg Businessweek Global Economics Editor Cristina Lindblad and Bloomberg News White House Correspondent Nancy Cook provide the details of Nancy's Businessweek Magazine story Inflation-Focused Voters Defy Biden's Bid to Change the Subject. Bloomberg News Senior Markets Reporter Katie Greifeld discusses Binance buying FTX following an investor exodus from billionaire Sam Bankman Fried's three-year-old cryptocurrency exchange. And we Drive to the Close with Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth.Hosts: Carol Massar and Paul Sweeney. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

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Since its inception four years ago, Sanctuary Wealth has expanded to $25 billion in assets under advisement. CEO Jim Dickson shares the firm's mantra, how it plans to put a recent $175 million investment to use, and how the hybrid RIA has achieved so much growth, partnering with 79 firms in 26 states across the country. 

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Dan Ahrens, Managing Director and Portfolio Manager at AdvisorShares Investments, discusses investing in vice-related ETFs. Ainslie Simmonds, President of Pershing X, shares her thoughts on the impact of digital disruption on the advisory community. Bloomberg Businessweek Editor Joel Weber and Businessweek Assistant Managing Editor Jim Ellis have the details of Jim's Businessweek cover story Inflation Has Americans Uneasy About Everything. Jim Dickson, Founder and CEO of Sanctuary Wealth, talks about the evolution of the RIA industry. Ram Nagappan, Chief Information Officer at BNY Mellon Pershing, discusses the digitization of the advisory industry. Tonia Bottoms, Senior Managing Counsel at BNY Mellon Pershing, explains why DEI is so important in the financial advice community. And we Drive to the Close with Laurie Brignac, CIO and Head of Global Liquidity at Invesco. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.  See omnystudio.com/listener for privacy information.

Dan Ahrens, Managing Director and Portfolio Manager at AdvisorShares Investments, discusses investing in vice-related ETFs. Ainslie Simmonds, President of Pershing X, shares her thoughts on the impact of digital disruption on the advisory community. Bloomberg Businessweek Editor Joel Weber and Businessweek Assistant Managing Editor Jim Ellis have the details of Jim's Businessweek cover story Inflation Has Americans Uneasy About Everything. Jim Dickson, Founder and CEO of Sanctuary Wealth, talks about the evolution of the RIA industry. Ram Nagappan, Chief Information Officer at BNY Mellon Pershing, discusses the digitization of the advisory industry. Tonia Bottoms, Senior Managing Counsel at BNY Mellon Pershing, explains why DEI is so important in the financial advice community. And we Drive to the Close with Laurie Brignac, CIO and Head of Global Liquidity at Invesco. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.  See omnystudio.com/listener for privacy information.

Jim Dickson, founder and CEO of Sanctuary Wealth, revisits the show as the firm celebrates its 4th anniversary, recapping the early days of Sanctuary, discussing where the firm is today, the growth of supported independence and more.

Apple prepares to kick of its annual developers conference today, where the company is expected to unveil updates to the core operating systems and its long rumored augmented reality device. Daniel Flax of Neuberger Berman gives us the rundown on what to expect from the event. Plus, according to Triple A, the current national average for regular gasoline stands at just under $4.87 a gallon, which is 59% higher compared to this time last year. OPIS Chief Oil Analyst Denton Cinquegrana joins us to discuss the future of gas prices and what's in store for the consumer. And, the markets' rally from the brink of a bear market faces an important test this week, as Friday's consumer price data report may offer insight into how much more the Fed will need to do in its fight against inflation. Marc LoPresti of The Strategic Funds, Jeff Kilburg of Sanctuary Wealth, and Ivory Johnson of Delancey Wealth Management weigh in.

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CES is kicking off, and while things are mostly remote, the headlines are as ambitious as ever. Scott Stein of CNET joins to discuss some of the announcements. Plus, Covid hospitalizations in New Jersey have crossed 5,000 for the first time since May 2020. We speak with University Hospital Newark CEO Dr. Elnahal about what things look like on the ground. And Jeff Kilburg of Sanctuary Wealth joins to discuss what sectors he thinks investors should be exposed to in 2022.

Next gen Tom Stadum realized that he had a long runway and greater opportunity beyond UBS. So once his partner/father fulfilled the obligations of his retirement agreement, Tom left to build independent firm Fjell Capital with Sanctuary Wealth.

This week's Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Jeff Kilburg, chief investment officer at Sanctuary Wealth. Among the topics covered: What's behind the current market jitters? Is it the debt ceiling debate, concern about tighter central bank policy, soaring energy prices, supply chain worries, China Evergrande? Whatever the reason and whatever the resolutions to the above concerns, all roads appear to lead to easier than otherwise Fed policy, and Kilburg remains bullish. Two regional Fed presidents resigned earlier this week thanks to trading scandals, and as the podcast was being recorded, Chairman Jay Powell's odds of serving another term took a dip when Senator Elizabeth Warren declared him a “dangerous man.”. A lot of this stuff is for show, reminds Kilburg, but it's yet another reason Jay Powell will more or less continue to stand there with a sign saying “buy risk assets.” The velocity of the move higher in long-term rates has shaken some, notes Kilburg, but the absolute level of the 10-year yield of about 1.5% remains historically low. As long as the 10-year rate remains range-bound below about 2%, it should be good for tech stocks. Kilburg and team have been buying the dip in areas like cybersecurity and semiconductors. Though a fan of the reflation trade, and an owner of names like 3M (MMM), Boeing (BA), and Masco (MAS), Kilburg did take profits on most energy holdings in mid-September. Links of interest: Senator Warren: Fed Chair Jay Powell a 'dangerous man' Debt ceiling and inflation in focus at Yellen's and Powell's Senate testimony Learn more about your ad choices. Visit megaphone.fm/adchoices

Adhesion Wealth, Diamond Consultants, and Sanctuary Wealth are all well-known for their laser focus on providing customized solutions to support the widely varied business models and challenges faced by advisors who are looking to go or already have gone independent.  In this episode of Power Your Advice, Adhesion Wealth President, Barrett Ayers, takes the reins … Continue reading Episode 19 – Financial Advisors Can Find the Right Version of Independence – with Barrett Ayers, Louis Diamond and Jim Dickson →

3 “ex-wirehouse-turned-independent-industry-leaders” in a rare single forum: Shirl Penney of Dynasty Financial Partners, Jim Dickson of Sanctuary Wealth and Rich Steinmeier of LPL Financial. They join Mindy Diamond to share an “insider's view” of the wirehouse world, wealth management, independence, and more.