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 78 episodes available.

Meet the RIA episodes:

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
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

FAQs about Meet the RIA:

How many episodes does Meet the RIA have?

The podcast currently has 78 episodes available.