Sign up to save your podcasts
Or
Share Meet the RIA
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Meet the RIA
Meet the RIA episodes
- Allworth Financial's Investment Philosophy & Acquisition StrategyScott 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.7 min
- Barry Ritholtz: Favorite Takeaways from the Least Favorite YearRitholtz 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.17 min
- Common Investing Mistakes to Avoid in the New YearJoe 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.13 min
- #1 Financial Advisory Firm Shares Biggest Piece of Investment adviceDavid 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.7 min
- 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.
23 min - Carson Group Founder: The Power of Positive EnergyCarson 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.11 min
- #1 RIA Ric Edelman on 2020 Election & COVID-19Ric 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.11 min
- Wealthspire Advisors: Focus on Talent & CultureCEO 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.14 min
- Ritholtz Wealth Management: History of the Tech RallySince 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.9 min
- Moneta Group: Outlook for the Rest of 2020Moneta 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.8 min
About Meet the RIA
From the publisher's feed
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…
country.