Wealthies Circle Podcast

Cetera's 401(k) Fee-for-Service Advice Program

Special Guest: Kaci Skidgel, President, Retirement Plans, Summit and Jon Anderson, Head of Retirement Plan Solutions, Cetera

David Armstrong, editor in chief at WealthManagement.com, talks to Kaci Skidgel, President, Retirement Plans, Summit and Jon Anderson, Head of Retirement Plan Solutions, Cetera. Today’s guests discuss their award-winning platform while providing insight into their firm’s financial wellness programs and how they can help improve financial outcomes while reducing its stress implications.

Wealthies Circle Podcast

Simplify Your Life With TradingFront

Special Guest: Yang Xu, Co-Founder, CEO, TradingFront

TradingFront was a finalist in two categories at the 2020 WealthManagement Industry Awards in the categories of Client Onboarding Module and Client Portal Module. Yang has also been recognized as one of the “Ten to Watch for 2021” by WealthManagement.com. Find out:

• How the idea came about for the creation of TradingFront
• What does TradingFront do for RIAs
• Which type of advisors are ideal clients for TradingFront

Wealthies Circle Podcast How Just Invest Makes a Unique Portfolio for Every Client Special Guest: Jonathan Hudacko, CEO, Just Invest Just Invest strives to deliver the best that modern finance can deliver to its clients. It’s a mandate that made it a finalist in three categories in this year's Wealthies, winning for ESG Reporting in the category of Asset Managers: Socially Responsible Investing(SRI)/Impact Investing. In this episode you will learn: How Just Invest distinguishes between ESG and SRI How new tax optimization tools are helping advisors Where does direct indexing fit in with Just Invest Listen Now