298 Episoade

  1. Matt Brown of CAIS - Alternative Investments: The Most Popular Alternative Strategies and What’s Ahead for the Market

    Publicat: 16.04.2024

  2. Jason Mertz of AllianceBernstein - Municipal Bonds: The Fastest Growing Segment in the Muni Market and the Outlook for 2024

    Publicat: 09.04.2024

  3. Eduardo Repetto of Avantis Investors - ETFs: Their Impressive Growth and the Future of the Industry

    Publicat: 02.04.2024

  4. Josh Flade of Orion - Diversifying Asset Classes: What Are They and Why Do You Want Them?

    Publicat: 26.03.2024

  5. Frank Nickel and Tom LaBarbera from Orion - Direct Indexing: How it Works and What You Need to Know About it

    Publicat: 19.03.2024

  6. Chris King of Eaglebrook Advisors - Let’s Talk Crypto

    Publicat: 12.03.2024

  7. Fritz Folts of 3EDGE Asset Management - What Happened to the Markets in 2023 and What’s Ahead for 2024

    Publicat: 27.02.2024

  8. Ron Ahluwalia, Mili Rosen and Will Girton of Brinker Capital - It’s All About Due Diligence

    Publicat: 20.02.2024

  9. Jeff Sherman of DoubleLine Capital - The Goldilocks Economy: How Long Can it Last

    Publicat: 13.02.2024

  10. Ron Temple of Lazard Asset Management - The Market Outlook for 2024 and Top Geopolitical Trends

    Publicat: 06.02.2024

  11. Alex Rabinovich of Halo Investing - Protective Investing: What Is It and Can It Work for Your Clients?

    Publicat: 30.01.2024

  12. Phil Toews of Toews Asset Management - What's Ahead in 2024?

    Publicat: 23.01.2024

  13. Jeff DeMaso of The Independent Vanguard Adviser - Vanguard’s Biggest Moves in 2023

    Publicat: 16.01.2024

  14. Kim Arthur of Main Management - Market Outlooks

    Publicat: 12.01.2024

  15. Caleb Brown of New Planner Recruiting - How to Find the Best Talent for Your Firm

    Publicat: 09.01.2024

  16. Ed Rosenberg of Texas Capital Bank - Investing in Texas and the Future of the ETF Industry

    Publicat: 26.12.2023

  17. David Schulhof of MUSQ - Exploring Investment Opportunities in the Growing Music Industry

    Publicat: 19.12.2023

  18. Rand Wrighton of Barrow Hanley Global Investors - Value Investing: How Value Outperforms Growth

    Publicat: 12.12.2023

  19. Andy Smock of Merganser Capital Management - Navigating Volatility in the Interest Rate Markets

    Publicat: 05.12.2023

  20. Brett Van Bortel of Invesco Consulting - The Five Criteria for Building Successful Client Relationships

    Publicat: 28.11.2023

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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

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