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Meet the RIA
Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.
Oct 19, 2020
Carson Group Founder: The Power of Positive Energy
Carson Group Founder & CEO Ron Carson shares what it was like to be one of the first independent advisors in the space and what he has learned about investing and proving your value over the years. He also weighs in on how technology has changed the landscape.
Oct 16, 2020
#1 RIA Ric Edelman on 2020 Election & COVID-19
Ric Edelman shares how the results of the 2020 Election could impact markets and whether the economy will catch up with the stock market. He's the Founder of Edelman Financial Engines, which has been consistently ranked the #1 RIA by Barron's.
Oct 14, 2020
Wealthspire Advisors: Focus on Talent & Culture
CEO Mike LaMena shares how talent and culture have led Wealthspire Advisors to be ranked a Top 25 Registered Investment Advisor by Barron's. He also compares organic growth with M&A and explains why both are important.
Oct 1, 2020
Ritholtz Wealth Management: History of the Tech Rally
Since 2015, about two-thirds of the gains in the S&P 500 have been driven by just six stocks, says Ritholtz Wealth Management Chairman & CIO Barry Ritholtz. He shares his research on the big tech rally, the history of markets, and more.
Oct 1, 2020
Moneta Group: Outlook for the Rest of 2020
Moneta CIO Bill Hornbarger looks back on the market impact of the COVID-19 crisis and shares his outlook for the rest of 2020. He weighs in on credit spreads, the low-yield environment, presidential election, and more.
Oct 1, 2020
Creative Planning: 4 Tips to Build Wealth
Peter Mallouk shares some simple tips to help people increase their wealth and get rid of debt. He also shares his thoughts on the future of the financial planning industry and how he is advising people during COVID. Mallouk is the President of Creative Planning and has consistently been ranked one of the top registered investment advisors in the country.
Aug 10, 2020
Moneta Managing Partner and Chairman of the Board Eric Kittner talks about trends in the RIA space, his greatest piece of advice, and more. Moneta has been ranked the #4 Registered Investment Advisor in the country by Barron's.
Jul 31, 2020
Ritholtz Wealth Management
Ritholtz Wealth Management Chairman and CIO Barry Ritholtz offers investment advice, explains why lifelong learning is critical, and describes what he has learning through his conversations over the years with leaders like Ray Dalio.
Jun 11, 2020
Jamie Hopkins, Managing Director & Director of Retirement Research at Carson Group, discusses the current market environment for advisors, his focus within financial planning, and how his firm is approaching the Coronavirus pandemic.
May 21, 2020
Edelman Financial Engines
Ric Edelman of Edelman Financial Engines shares how the Coronavirus pandemic is forcing businesses to think outside the box.
May 18, 2020
Peter Mallouk of Creative Planning shares how investors can avoid some of the common mistakes made during a bear market.
May 11, 2020
David Bahnsen of the Bahnsen Group shares how to stay focused on long-term goals despite short-term challenges.