298 Episodio

  1. Todd Morris and Daniel Fields of Polen Capital Management - Investing in High-Quality International Stocks

    Pubblicato: 21/11/2023

  2. Michael Green of Simplify Asset Management - The Rise of Liquid Alternatives

    Pubblicato: 14/11/2023

  3. Tom Galvin of Columbia Management - Growth Investing and the Future of Active Management

    Pubblicato: 07/11/2023

  4. Bob Doll of Crossmark Global Investments - Aligning Investments and Personal Values

    Pubblicato: 31/10/2023

  5. George Svagera and Ryan Donovan of Orion - FinTech Trends That Help Advisors Win More Business

    Pubblicato: 24/10/2023

  6. John Davi of Astoria Portfolio Advisors - ETF Model Portfolios and Factor Investing

    Pubblicato: 17/10/2023

  7. Mike Akins with ETF Action - How to Navigate the ETF Marketplace

    Pubblicato: 10/10/2023

  8. Vern Montross of City National Rochdale - The Complexity of Managing High-Net-Worth Portfolios

    Pubblicato: 03/10/2023

  9. Julie Cane of Democracy Investments - Investing in Freedom

    Pubblicato: 26/09/2023

  10. Dr. Daniel Crosby of Orion - What's on Your Bookshelf

    Pubblicato: 19/09/2023

  11. Brian Ferguson of Newton Investment Management Group - Investing in Value

    Pubblicato: 12/09/2023

  12. Chris Shuba of Helios - The Rise of Insourced Chief Investment Officer (ICIO)

    Pubblicato: 05/09/2023

  13. Daniel Villalon of AQR - Replay: Investing in the Face of Market Risks

    Pubblicato: 29/08/2023

  14. Adam Hetts of Janus Henderson - Portfolio Construction Strategy and Market Outlooks

    Pubblicato: 22/08/2023

  15. Charles Goldman of Orion - The Future of Holistic Wealth Management

    Pubblicato: 15/08/2023

  16. Chris Ryan of BlackRock - Exploring Fixed Income SMAs

    Pubblicato: 08/08/2023

  17. Jim Cullen of Schafer Cullen Capital Management - Value Investing: A Time-Tested Strategy for Long-Term Success

    Pubblicato: 01/08/2023

  18. Bruce Bond of Innovator ETFs - Defined Outcome ETFs

    Pubblicato: 25/07/2023

  19. Doug Lennick of think2perform - Why Behavioral Finance Is Important

    Pubblicato: 18/07/2023

  20. Fritz Folts of 3EDGE Asset Management - Multi-Asset Investing

    Pubblicato: 11/07/2023

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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”). The CFA®️ is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician®️ (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/. Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com. 0503-OPS-3/4/2024

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