Meet the RIA

By Asset TV

Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the... more

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FAQs about Meet the RIA:

How many episodes does Meet the RIA have?

The podcast currently has 103 episodes available.

Meet the RIA episodes:

November 03, 2020 Mitlin Financial Founder: Technology, Client Needs & Diversity
Larry Sprung, Founder and Wealth Advisor at Mitlin Financial, shares how client needs and expectations have changed over the years and how to align investments with goals. He also weighs in on diversity and inclusion, what inspired him to become a financial planner, and the evolution of technology.
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23min
October 19, 2020 Carson Group Founder: The Power of Positive Energy
Carson Group Founder & CEO Ron Carson shares what it was like to be one of the first independent advisors in the space and what he has learned about investing and proving your value over the years. He also weighs in on how technology has changed the landscape.
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11min
October 16, 2020 #1 RIA Ric Edelman on 2020 Election & COVID-19
Ric Edelman shares how the results of the 2020 Election could impact markets and whether the economy will catch up with the stock market. He's the Founder of Edelman Financial Engines, which has been consistently ranked the #1 RIA by Barron's.
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11min
October 14, 2020 Wealthspire Advisors: Focus on Talent & Culture
CEO Mike LaMena shares how talent and culture have led Wealthspire Advisors to be ranked a Top 25 Registered Investment Advisor by Barron's. He also compares organic growth with M&A and explains why both are important.
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14min
October 01, 2020 Ritholtz Wealth Management: History of the Tech Rally
Since 2015, about two-thirds of the gains in the S&P 500 have been driven by just six stocks, says Ritholtz Wealth Management Chairman & CIO Barry Ritholtz. He shares his research on the big tech rally, the history of markets, and more.
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9min
October 01, 2020 Moneta Group: Outlook for the Rest of 2020
Moneta CIO Bill Hornbarger looks back on the market impact of the COVID-19 crisis and shares his outlook for the rest of 2020. He weighs in on credit spreads, the low-yield environment, presidential election, and more.
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8min
October 01, 2020 Creative Planning: 4 Tips to Build Wealth
Peter Mallouk shares some simple tips to help people increase their wealth and get rid of debt. He also shares his thoughts on the future of the financial planning industry and how he is advising people during COVID. Mallouk is the President of Creative Planning and has consistently been ranked one of the top registered investment advisors in the country.
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14min
August 10, 2020 Moneta Group
Moneta Managing Partner and Chairman of the Board Eric Kittner talks about trends in the RIA space, his greatest piece of advice, and more. Moneta has been ranked the #4 Registered Investment Advisor in the country by Barron's.
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13min
July 31, 2020 Ritholtz Wealth Management
Ritholtz Wealth Management Chairman and CIO Barry Ritholtz shares his personal journey as an RIA, why he started managing people's money, and his approach to research, commentary and analysis.

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13min
June 11, 2020 Carson Group

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14min

FAQs about Meet the RIA:

How many episodes does Meet the RIA have?

The podcast currently has 103 episodes available.