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  • Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know

    Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know
    2026/05/26
    The founder and CEO of Dynasty Financial Partners describes five things that buyers and sellers of RIAs each need to do before engaging in a transaction. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    18 分
  • Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients

    Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients
    2026/05/19
    The founder of FCS Family Office describes how Lou Holtz’s coaching shaped the character and values behind his success advising billionaire families. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    41 分
  • Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves

    Envestnet’s Chris Todd: AI Helps Advisors Predict the Next Best Moves
    2026/05/12
    The CEO of Envestnet explains why data and AI are increasingly valuable assets for advisors. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 分
  • Anthony Scaramucci: How Inflation and Populism Change Financial Advice

    Anthony Scaramucci: How Inflation and Populism Change Financial Advice
    2026/05/05
    The SkyBridge Capital founder and short-lived White House communications director says that financial advisors must recognize the growing economic disparity and rise of populism and educate clients about AI and digital assets. Host: Steve Sanduski. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    50 分
  • State Street’s Yie-Hsin Hung: We’re Not Done Innovating

    State Street’s Yie-Hsin Hung: We’re Not Done Innovating
    2026/04/28
    State Street Investment Management’s president and CEO discusses the company’s product strategy, corporate partnerships, and "incredibly important" retirement segment. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 分
  • Rob Nelson: Nine Converging Forces in Financial Advice

    Rob Nelson: Nine Converging Forces in Financial Advice
    2026/04/21
    The CEO and founder of NorthRock Partners explains how industry consolidation, AI, digital assets, private markets, and a consumer shift toward digital convenience are connected. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 時間 1 分
  • Omani Carson: What He Learned After ‘Winning’ the Game

    Omani Carson: What He Learned After ‘Winning’ the Game
    2026/04/14
    Carson Group’s founder opens up about the highs, lows, lessons learned, and sacrifices made in building a $57 billion firm. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    59 分
  • Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’

    Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’
    2026/04/07
    Given the current uncertain environment, the co-chief investment officer of Evoke Advisors advises investors to maintain a long-term horizon and reduce asset correlation. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    38 分