Orion's The Weighing Machine
A podcast by Orion Portfolio Solutions - Marți
Categories:
265 Episoade
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Kim Arthur of Main Management - Market Outlooks
Publicat: 12.01.2024 -
Caleb Brown of New Planner Recruiting - How to Find the Best Talent for Your Firm
Publicat: 09.01.2024 -
Ed Rosenberg of Texas Capital Bank - Investing in Texas and the Future of the ETF Industry
Publicat: 26.12.2023 -
David Schulhof of MUSQ - Exploring Investment Opportunities in the Growing Music Industry
Publicat: 19.12.2023 -
Rand Wrighton of Barrow Hanley Global Investors - Value Investing: How Value Outperforms Growth
Publicat: 12.12.2023 -
Andy Smock of Merganser Capital Management - Navigating Volatility in the Interest Rate Markets
Publicat: 05.12.2023 -
Brett Van Bortel of Invesco Consulting - The Five Criteria for Building Successful Client Relationships
Publicat: 28.11.2023 -
Todd Morris and Daniel Fields of Polen Capital Management - Investing in High-Quality International Stocks
Publicat: 21.11.2023 -
Michael Green of Simplify Asset Management - The Rise of Liquid Alternatives
Publicat: 14.11.2023 -
Tom Galvin of Columbia Management - Growth Investing and the Future of Active Management
Publicat: 07.11.2023 -
Bob Doll of Crossmark Global Investments - Aligning Investments and Personal Values
Publicat: 31.10.2023 -
George Svagera and Ryan Donovan of Orion - FinTech Trends That Help Advisors Win More Business
Publicat: 24.10.2023 -
John Davi of Astoria Portfolio Advisors - ETF Model Portfolios and Factor Investing
Publicat: 17.10.2023 -
Mike Akins with ETF Action - How to Navigate the ETF Marketplace
Publicat: 10.10.2023 -
Vern Montross of City National Rochdale - The Complexity of Managing High-Net-Worth Portfolios
Publicat: 03.10.2023 -
Julie Cane of Democracy Investments - Investing in Freedom
Publicat: 26.09.2023 -
Dr. Daniel Crosby of Orion - What's on Your Bookshelf
Publicat: 19.09.2023 -
Brian Ferguson of Newton Investment Management Group - Investing in Value
Publicat: 12.09.2023 -
Chris Shuba of Helios - The Rise of Insourced Chief Investment Officer (ICIO)
Publicat: 05.09.2023 -
Daniel Villalon of AQR - Replay: Investing in the Face of Market Risks
Publicat: 29.08.2023
Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”). The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/. Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com. 0503-OPS-3/4/2024