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 121 episodes available.

Meet the RIA episodes:

March 01, 2021 Beacon Pointe Advisors on M&A, Culture, & Female Leadership
CEO Shannon Eusey discusses Beacon Pointe Advisors' focus on culture, M&A and female leadership. She says these factors differentiate the firm, which has been consistently ranked a top RIA by Barron's.
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14min
February 24, 2021 International Assets Advisory CEO: Don't Chase Magic in the Markets
International Assets Advisory CEO Ed Cofrancesco shares his holistic approach to fostering strong relationships. With the historic rise of Gamestop, he also warns investors to be weary of "magic" in the markets and emphasizes the importance of diversification and a long-term strategy.
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6min
February 02, 2021 Wealth Enhancement Group: It's About Culture & Helping People
Chief Investments and Business Development Officer James Cahn shares the key points driving Wealth Enhancement Group's growth. He also discusses how the top RIA firm is transforming to the digital space and the role of technology in the ever-evolving industry.
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9min
February 02, 2021 Stratos Wealth Partners: How Advisors Are Navigating Disruption and Change
Stratos Wealth Partners Founder & CEO Jeff Concepcion shares how the Coronavirus crisis has forced firms to innovate, offers his advice for staying engaged, and speculates about the future of communication.
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11min
January 19, 2021 Allworth Financial's Investment Philosophy & Acquisition Strategy
Scott Hanson discusses his firm's approach to investing, a new philanthropic initiative, and where he sees the industry headed in the next 5-10 years. Hanson is Co-Founder and Co-CEO of Allworth Financial, which was ranked a Top 30 RIA Firm by Barron's.
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7min
January 08, 2021 Barry Ritholtz: Favorite Takeaways from the Least Favorite Year
Ritholtz Wealth Management Chairman & CIO Barry Ritholtz shares what it was like launching his own firm and the lessons he has learned along the way. He also outlines 10 finance phrases to avoid, compares the stock market to the economy, and talks about why it's important to set goals.
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17min
December 11, 2020 Common Investing Mistakes to Avoid in the New Year
Joe McCaffrey, Partner and Chief Investment Officer at Salem Investment Counselors, shares his 2021 investment outlook, highlighting different areas of opportunity. He also warns investors about some common mistakes to avoid in the new year.
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13min
December 11, 2020 #1 Financial Advisory Firm Shares Biggest Piece of Investment advice
David Rea tells investors not to forget this very critical investing principle. He's President of Salem Investment Counselors, which has been ranked the #1 Advisory Firm by CNBC two years in a row.
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7min
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

FAQs about Meet the RIA:

How many episodes does Meet the RIA have?

The podcast currently has 121 episodes available.