WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures. 

Kevin Flanagan is the Head of Fixed Income Strategy at WisdomTree, joining us to discuss the latest developments in monetary policy, inflation trends, fixed income strategies, and investment opportunities for 2025.

Also discussed:

Resources: 

WisdomTree

There are risks involved with investing, including the possible loss of principal.

WisdomTree Funds are distributed by Foreside Fund Services, LLC. 

Source

In this podcast, Chris Battaglia talks with economist and author of “Money Magic: an Economist’s Secrets to More Money, Less Risk & Better Outcomes”, Larry Kotlikoff, to discuss his innovative financial planning tools, Maxifi.com and MaximizeMySocialSecurity.com. The episode emphasizes the latest feature of the Maxifi Planner—the Roth conversion optimizer—which helps maximize lifetime discretionary spending by strategically planning Roth conversions. Larry demonstrates the tool through a detailed client scenario, illustrating the profound financial benefits of precise, economics-based planning over a lifetime.

Be sure to go to the @Advisorpedia YouTube channel to watch Larry’s presentation on the tools discussed in this episode!

Source

In this episode, we’re joined by Nicole Morgan, recently appointed Invest in Other’s first Chief Development Officer. Invest in Others works as a nonprofit to help financial professionals support charitable causes in their communities.

Topics also discussed:

Resources: 

Invest in Others

Source

WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures.

Ryan Krystopowicz is the Director of Client Solutions at WisdomTree. In this episode, Ryan reveals how leveraging model portfolios can save time, enhance client satisfaction, and improve advisory efficiency

Also discussed:

Resources: WisdomTree

Investors and their advisors should carefully consider the investment objectives, risks, charges and expenses of the funds included in any Model Portfolio carefully before investing. This and other information can be obtained in the Fund’s prospectus or, if available, the summary prospectus by visiting wisdomtree.com/investments for WisdomTree Funds. Visit the applicable third-party website for non-WisdomTree funds. Please read the prospectus or, if available, the summary prospectus carefully before you invest. WisdomTree Asset Management, Inc. does not endorse and is not responsible or liable for any content or other materials made available by other ETF sponsors.

There are risks associated with investing, including possible loss of principal.

For Retail Investors: WisdomTree’s Model Portfolios are not intended to constitute investment advice or investment recommendations from WisdomTree. Your investment adviser may or may not implement WisdomTree’s Model Portfolios in your account. The performance of your account may differ from the performance shown for a variety of reasons, including but not limited to: Your investment adviser, and not WisdomTree, is responsible for implementing trades in the accounts; differences in market conditions; client-imposed investment restrictions; the timing of client investments and withdrawals; fees payable; and/or other factors. WisdomTree is not responsible for determining the suitability or appropriateness of a strategy based on WisdomTree’s Model Portfolios. WisdomTree does not have investment discretion and does not place trade orders for your account. This material has been created by WisdomTree and the information included herein has not been verified by your investment adviser and may differ from information provided by your investment adviser. WisdomTree does not undertake to provide impartial investment advice or give advice in a fiduciary capacity. Further, WisdomTree receives revenue in the form of advisory fees for our exchange traded funds and management fees for our collective investment trusts.

For Financial Advisors: WisdomTree Model Portfolio Information is designed to be used by financial advisors solely as an educational resource, along with other potential resources advisors may consider, in providing services to their end clients. WisdomTree Model Portfolios and any related content are intended for informational use only and are not intended to provide investment or financial planning advice by WisdomTree. WisdomTree Model Portfolio information should not be considered or relied upon as investment advice or as a recommendation from WisdomTree, including regarding the use or suitability of any WisdomTree Model Portfolio.

Neither WisdomTree, Inc., nor its affiliates, nor Foreside Fund Services, LLC, nor its affiliates provide tax advice. All references to tax matters or information provided in this material are for illustrative purposes only and should not be considered tax advice and cannot be used for the purpose of avoiding tax penalties. Investors seeking tax advice should consult an independent tax advisor.

References to CIO (Chief Investment Officer), “CIO-Managed”, “Shared CIO” are meant as general references to WisdomTree Model Portfolio subscriptions, consultation regarding WisdomTree Model Portfolios, and WisdomTree Model Portfolios that may be customized to firm-specific objectives or unique firm-specific investment needs (“custom model portfolios”), and WisdomTree is not acting in an investment advisory, fiduciary or quasi-fiduciary capacity in connection therewith. Such material, and any assistance provided as described herein, including portfolio construction, WisdomTree Model Portfolios, custom model portfolios, asset allocation stress testing, assessments, discussions, output or other assistance (whether by WisdomTree personnel or digital tools) are (i) for information only and are not intended to provide, and should not be relied on for, tax, legal, accounting, investment or financial planning advice, (ii) not personalized investment advice or an investment recommendation from WisdomTree, and (iii) intended for use only be financial professional, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. Such financial professionals are responsible for making their own independent judgment as to how to use such information.

WisdomTree Funds are distributed by Foreside Fund Services, LLC

Source

Mayank Goradia is the Senior Vice President and Head of Integrated Portfolio Construction Delivery at Fidelity Investments. Fidelity provides a wide range of investment and wealth management services, striving to strengthen the financial well-being of their customers and deliver better outcomes for the clients and businesses.

This episode covers the evolving role of portfolio construction and how Fidelity supports advisors with innovative and traditional products to meet their PC needs.

Topics also discussed:

Hear more from Mayank as the host of the Next Great Portfolio: The search for the next great portfolio: A 6-part video series (fidelity.com)

Click to learn more about Fidelity Portfolio Quick Check

Resources: Fidelity Investments

Fidelity Investments is an independent company, unaffiliated with Advisorpedia.

Fidelity Investments is a registered trademark of FMR LLC.

Fidelity Investments® provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC; and institutional advisory services through Fidelity Institutional Wealth Adviser LLC.

Source

Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial.

This episode explores how financial professionals can enhance client satisfaction, loyalty, and referrals by incorporating protection products into comprehensive financial plans, backed by insights from Lincoln Financial’s latest research.

Topics also discussed:

Resources: 

Lincoln Financial

For educational and informational purposes only and not for the purpose of promoting products, services, or tax advice.  All investing involves risk.  Product solutions designed for retirement may be subject to market fluctuation, investment risk, and possible loss of principal. Products, riders and features are subject to state availability. Limitations and exclusions apply.

Source

Host Chris Battaglia interviews Elizabeth Fernando, CIO of NEST. The two discuss the history and growth of NEST, which was established in 2010 to address the lack of workplace pensions and the need for affordable retirement savings.

The podcast was recorded ahead of the Global Fiduciary Symposium which took place from November 11th to 14th in Tokyo, Japan.

Key Notes:

Source

On this episode of Power Your Advice, our host, Chris Battaglia, interviews Professor Takatoshi Ito from Columbia University about the future of Japan’s asset management business. The two cover recent monetary policy changes and initiatives to attract foreign investors, strengthen corporate governance, and build a more globally connected financial hub. 

The podcast comes ahead of Professor Ito’s keynote speech at the Global Fiduciary Symposium on November 12th in Tokyo, Japan. 

Topics also discussed:

Source

Jameson Mulshenock is a Divisional Sales Manager at Lincoln Financial, a firm that has been helping millions of people plan, protect, and retire for over a century.

This episode explores how Lincoln Financial is addressing the financial planning challenges of an aging, affluent population by introducing innovative benefits that provide lifetime income and secure wealth transfer for future generations.

Also discussed:

Resources: 

Lincoln Financial

This information is for general educational purposes and is not intended to provide investment advice nor are we soliciting any action based upon it, nor should it be construed as a recommendation or solicitation to buy or sell any security.

Lincoln Financial affiliates, their affiliated distributors, and their respective employees, representatives, and/or insurance agents do not provide tax, accounting, or financial advice. Clients should consult their own independent professionals as to any tax, accounting, or financial information contained herein.

Annuities are long-term investment products that offer a lifetime income stream, access to leading investment managers, options for guaranteed growth and income (available for an additional charge), and death benefit protection. To decide if an annuity is right for you, consider that its value will fluctuate; it’s subject to investment risk and possible loss of principal; and there are costs associated. All guarantees, including those for optional features, are subject to the claims-paying ability of the issuer.

Lincoln annuities are issued by The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York are issued by Lincoln Life & Annuity Company of New York, Syracuse, NY, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so.

Lincoln Financial is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations.

Source

This episode dives into how BetaNXT’s new CEO, Bob Santella, is revolutionizing wealth management with cutting-edge data integration, personalization, and innovative tech solutions.

Topics also discussed:

Resources: 

BetaNXT

Source