Make your commute less boring with these latest wealth podcasts

Podcast Spotlight - March 2022

New Podcast Series Alert - Catch the first episode below!

Episode 1:  Market's Measure Podcast: State Street Global Advisors' George Milling-Stanley on Creating a ‘Golden’ Portfolio

Gold has long been considered a background commodity for most investors. Often used tactically, gold’s rarely been utilized as a core or permanent asset class in portfolios. However, with Russia’s invasion of Ukraine again sparking hedging interest and the release of compelling research on gold’s power to attenuate overall risk, investors and advisors are reevaluating the metal’s role as a portfolio bulwark. 

Episode 3: The RPA Edge Podcast: Wise Rhino’s Dick Darian on Opportunities and Threats in DC Plans

Wise Rhino CEO Dick Darian discusses the differences between RPAs and wealth management, and why RIAs are starting to use DC plans to find more clients.

Episode 2: The RPA Edge Podcast: Ascensus CEO David Musto on Acquisitions and Purposeful Tech

Learn how Ascensus is competing with the Fab Five following the acquisition of the Newport Group in this latest podcast from RPA Edge.

Episode 1: RPA Edge Podcast: Voya Financial’s Charlie Nelson on Optimizing Financial Planning

Voya Financial's Charlie Nelson shares his expertise of RPAs and how financial advisors can leverage their utility to benefit clients’ retirement plans, financial plans and employee benefit programs.

RIA Edge with Mark Bruno - Sponsored by Schwab Advisory Services

The RIA Edge Podcast is the only podcast that focuses on how the wealth management industry’s top RIAs are growing their businesses through M&A and strategic organic growth plans. Hosted by Mark Bruno, The RIA Edge Podcast provides leaders of advisory firms with research, best practices, and recommendations designed to drive intentional growth.  

Episode 18: RIA Edge Podcast: Beacon Pointe’s Matt Cooper on Driving Exponential RIA Growth

Episode 17: RIA Edge: Mercer Advisors’ Martine Lellis on Growth Through Talent Management

Martine Lellis shares her extensive views on the intense war for talent in the RIA space, and dives into the evolving NextGen and G2 talent shift.

Episode 16: RIA Edge: Plancorp’s Chris Kerckhoff on Reinventing the Client Experience

Plancorp CEO Chris Kerckhoff discusses the drivers of the company's growth into a $5.1 billion RIA.

Advisor Innovations - Sponsored by LPL Financial

Where can financial advisors and wealth professionals learn more about the innovations that are impacting their lives and the lives of their clients?  The Advisor Innovations Podcast was built with this goal in mind, see who we recently sat down with through these exclusive audio casts:

Episode 23: Advisor Innovations Podcast: GeoWealth’s Colin Falls

GeoWealth President Colin Falls on the firm's growth trajectory and how technology can ease the tension for RIAs between model portfolios and customized investment management.

Episode 22:  Advisor Innovations: Merit Financial’s Kay Lynn Mayhue on Plotting an Aggressive Growth Trajectory

Episode 21: Advisor Innovations: First Ascent's Scott MacKillop on TAMP Technology Changing The Onboarding Process

The Inside ETF Podcast - Hosted by NYSE

The Inside ETFs podcast is the only podcast that specifically provides financial advisors with a targeted summary of the key trends, innovations and developments  in ETFs. Each episode of the Inside ETFs podcast is a deep-dive with an ETF industry thought leader and is designed to help financial advisors
understand how they can construct portfolios that are highly customized, cost efficient and designed to meet a wide range of client needs.

Episode 8:  The Inside ETFs Podcast: Agriculture Investing with Teucrium’s Sal Gilbertie

Teucrium CEO Sal Gilbertie shares how and why he decided to build an ETF franchise focused on commodities.

Episode 7: Inside ETFs Podcast: ETF Evolution Through the Pandemic With PIMCO’s David Braun

PIMCO's David Braun reveals how the market has evolved following the COVID-19 recession.

Episode 6: The Inside ETFs Podcast: The Future Of Finance and ETFs with Grayscale’s David LaValle

David LaValle reveals why Grayscale, the world’s largest asset manager of digital assets, entered the ETF market.

Additional Podcast Series

 
Interested in sponsoring a podcast series or want to learn more about creating your own to reach our Wealth Management community?  Reach out to our team today and we will help guide you on podcasting in Wealth.