All Episodes
Advisor Success Series — 100 episodes
Reassessing Portfolio Strategies in the Post-COVID/AI Buildout Environment - A Conversation with Som Priestly, T. Rowe Price
Special Episode: Trends in Retirement Income Planning and Planning Tips for Advisors - A Conversation with Sheryl O'Connor and Phil Lubinsky, IncomeConductor
Identifying the Intersections - A Framework for Macro Investing with Sam Rines, WisdomTree Investments
ETF Industry Update: The Good, the Bad, and the Interesting - A Conversation with Dave Nadig, ETF.com
Looking Past Subprime Credit Headlines - A Conversation with JoAnne Bianco, BondBloxx
New Tools for Incorporating Lifetime Income into an Investment Program - A Conversation with Prudential Financial
Investing in Geopolitical Alpha and Emerging Trends in the ETF Landscape
Staying the Course Through Market Volatility - A Conversation with Phil McInnis of Avantis Investors
Reaffirming the U.S. Small Cap Value Premium - A Conversation with Wes Crill, Dimensional Fund Advisors
Thematic Investing in 2025: Insights from Jay Jacobs, BlackRock
Is Now the Time to Invest in Small Caps? A Conversation with Massimo Santicchia, Alpha Quant
Uncovering Opportunities within the Federal Tax-Exempt Bond Market: A Conversation with Chad Farrington, DWS
Don't Try This At Home - Making Sense of the Early August Spike in Market Volatility with Taylor Lukof, ABR Dynamic Funds
Stay the Course But Be Ready to Navigate Through Some Turbulence - A Conversation with Brian Weisenberger, Kensington Asset Management
A Timely, Interesting Conversation with Visionary John Davi from Astoria Portfolio Advisors
Seeking Growth Opportunities Outside the U.S. Market: A Conversation with Shane Duffy, Portfolio Manager at J.P. Morgan Investment Management
Positioning for a Steady State Economy: A Conversation with Lewis Stocks from WestEnd Advisors
The Earnings Backdrop Remains Strong for U.S. Equities: A Conversation with Brian Mulberry, Zacks Investment Research
Covering the Left Flank of Your Balanced Program: A Conversation with Eben Burr, President of Toews Asset Management
Investing in Volatile Times: A Conversation with Taylor Lukof of ABR Dynamic Funds
Addressing Factor Investing Research With Wes Crill of Dimensional Funds
Getting Paid to Park - A Cross-Asset Allocation Update with Jason Bloom from Invesco
Is It Dusk Before Dawn for the Beleaguered Real Estate Sector? A Conversation with Brian Cordes from Cohen & Steers
The Recession that Didn't Come (So Far) – A Conversation with David Cervantes, Pinebrook Capital
Investing for the Future - A Conversation with Scott Helfstein, Global X ETFs
So What Now? A Post-March FOMC Discussion with Ken Shinoda from DoubleLine
What Kind of Landing? A Macro/Market Update from Jeff Weniger, WisdomTree Asset Management
Kicking off our 2023 season discussing investment industry trends with VettaFi
Wrapping up 2022 and Looking Ahead to 2023: Andrew Opdyke, Senior Economist at First Trust
How Social Media Is Transforming the Investment Dialogue – A Conversation with Rahul Hemrajani
Discussing the Sale of 3D/L to Freedom Advisors/EQIS – A Conversation with EQIS CEO Bob Herrmann and 3D/L Capital President John O'Connor
Addressing Investor Misconceptions in the Midst of Market Volatility: A Conversation with Wes Crill, Dimensional Funds
Making Sense of Quantitative Tightening – A Conversation with Tony Crescenzi, Market Strategist at PIMCO
Discussing Advisor Client Communication Challenges with Dimensional Funds' Wes Crill
Retirement Plan Compliance- A Conversation with Bonnie Treichel of Endeavour Retirement
Navigating the Risks in Emerging Market Debt – A Conversation with American Century's Joyce Huang
Flash Podcast: A Post Fed Meeting Discussion with Mike Green from Simplify ETFs
Building Bridges to the Digital Asset Ecosystem? Catching Up with Dave Nadig, ETF Trends
"Not So Fast!" – A Conversation with Nancy Davis, CIO Quadratic Capital Management
ESG- Where Investing Meets the Real World
What is FLX Distribution? A Conversation with Jillian DelSignore, CIMA - Managing Director, Head of ETFs & Indexing at FLX Distribution
What's the Latest Buzz in ETF Land? Catching up with Nate Geraci
Do We Need to Revisit the Value Premium? A Conversation with Dimensional Fund Advisors
Retirement Planning, Decision Making, and Dealing with the Unexpected
A Look at the Regulatory Landscape with Korrine Kohm
Inflation: How I Stopped Worrying and View It as Transitory
Sustained Investing: A Conversation About Water Technology with Global X
Yes, Dividends Still Matter – A Conversation with 3D/L Capital Management Co-CIO Nathan Eigerman
Discussing Trade-Offs in Sustainability Investing – A Conversation with Will Collins-Dean, Senior Portfolio Manager at Dimensional Funds
Catching Up with Jason Bloom, Head of Fixed Income and Alternatives ETF Product Strategy at Invesco
A Conversation with Dave Nadig of ETF Flows
"The Digital Asset Revolution" – A Conversation with Ric Edelman, RIA Digital Assets Council
Perspectives on Behavioral Investment Counseling
A Return to Economic Normalcy? Catching Up with Larry McDonald from the Bear Traps Report
PIMCO Secular Outlook 2020 – Lower for Longer, A Conversation with David Braun, PIMCO Fixed Income
After the COVID-19 Recovery, What's Next for Commodities? A Conversation with Robert Minter, Aberdeen Standard Investments
Late-Stage Private Capital Investment Opportunities – A Conversation with Christian Munafo, CIO of SP Investment Management
Catching Up with Bob DeRochie, First Trust Advisors, for an Update on the Fixed Income Markets
Catching up with ETF Industry Veteran Chris Hemstead
State of the Municipal Bond Market During the Coronavirus Pandemic: A Conversation with Richard Taormina, Head of the Tax-Aware Strategies at JPMorgan Asset Management
Communicating your Value with Andy McFetridge from John Hancock Investment Management
A Discussion with Goldman Sachs on the Current State of ETF Capital Market Pricing Following the March Bear Market
Coronavirus Infection of the Bond Markets: Making Sense of the Disruptions Seen Across Fixed Income Pricing and Liquidity
A Conversation with WisdomTree: Positioning for the Oncoming Digital Asset Disruption of Financial Services
3D at Inside ETFs 2020
A Discussion with Dimensional Fund Advisors ("DFA") on a Data-Driven Approach to Sustainability Investing
"Investing for Relative Value Amidst an Uncertain Global Growth Outlook" – A Conversation with Bob DeRochie, Fixed Income Specialist – Client Portfolio Manager at First Trust Advisors
"The Good, the Bad, the Ugly and Recession After the Fact" – November 2019 Market Outlook with John Davi, Astoria Advisors
Pushing Ahead with Crypto-Currencies – A Conversation with Matt Hougan, Head of Global Research at Bitwise
U.S. Economy to Power Ahead - A Conversation with First Trust Economist, Andrew Opdyke
A Conversation with Brian Cooper of ProAdvisor Coach
A Conversation with Motif: Investing in the Next Wave of Innovation
Gold and Cash: A Conversation with Rich Farr, Merion Capital Group
Navigating China's Market with Brendan Ahern, CIO of Kraneshares ETFs
A Conversation with Phil Bak, CEO Exponential ETFs
Round 2 with Phil Lubinski- Retirement Income Planning and Other Keys to Practice Growth
A Conversation with Larry McDonald from the Bear Traps Report
Strengthening your Financial Planning Processes with Charts and Checklists
A Conversation with SPDRs: Positioning Around the Business Cycle
Keys to Success Within an Advisory Practice
3D at the 2019 Inside ETFs Conference Part 2
3D at the 2019 Inside ETFs Conference Part 1
Following Up with Tom Psarofagis from Bloomberg Intelligence: 2019 Outlook for the ETF Landscape
Driving Growth and Building Brand Value - A Conversation with Chris Shea, CFA of CataMetrics
Understanding Fixed Income Risk Premiums: Perspectives from Dimensional Fund Advisors (DFA)
Managing Tactical, Risk Averse Portfolios – A Conversation with Lee Capital Management
Q3 Recap and Market Outlook Update with John Davi
Stay the course – A conversation with dimensional fund advisors on risk-based factor investing
Enhancing your practice with tech
Innovations in Sector-Based Indexing
Plan4Life: Educating Financial Advisors for the Future
Assessing the ETF Landscape
Macro Landscape for Emerging Market Investing
Building Your Practice with Retirement Income
Traditional Active Management Still Alive and Well: Perspectives from a Fundamental Portfolio Manager
Making the Transition from Sell-Side Strategist to Buy-Side Model Builder
Sales and Services Philosophy From an Industry Veteran
Impact of High Equity Valuations on Safe Retirement Withdrawal Rates Discussion
Insights Into Energy Infrastructure Investing (Recorded 02/14/2018)
Confessions of a Former LPL Rep: Building an Independent Practice (Recorded 01/17/2018)