Orion's The Weighing Machine
Un podcast de Orion Portfolio Solutions - Les mardis
Catégories:
265 Épisodes
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Saira Rahman of Fundrise - The World of Alternatives and Why They’re Even More Important Now
Publié: 22/10/2024 -
Michael Patchen of Colleva - Artificial Intelligence and An Exciting Way that AI is Helping Develop Better Advisors, Leaders and Employees
Publié: 15/10/2024 -
Ryan Issakainen of First Trust - Buffered ETFs, Artificial Intelligence and Much More
Publié: 08/10/2024 -
Yuri Khodjamirian of Tema ETFs - Strategic Active ETFs and Strategies to Watch
Publié: 01/10/2024 -
The Brinker Due Diligence Team - Due Diligence and How to Do it Right
Publié: 24/09/2024 -
Jerry Parker of Chesapeake Capital - The Most Successful Turtle Trader: Lessons From a Career of Systematic Investing
Publié: 17/09/2024 -
Joe Smith of Parti Pris - Direct Indexing and Unified Managed Householding - What Does that Mean?
Publié: 10/09/2024 -
Scott Davis and John Finneran of Capital Group - The Most Successful Active ETF Launch in History
Publié: 03/09/2024 -
Ben Cruikshank of Flourish Financial - Our Love Hate Relationships with Cash and Annuities
Publié: 27/08/2024 -
Adam Abbas of Harris Associates - It’s All About Fixed Income
Publié: 20/08/2024 -
David Ricci of William Blair - The Future of Growth Investing
Publié: 13/08/2024 -
Eric Crittenden of Standpoint Asset Management - What Does It Mean to Take an All Weather Approach to Investing?
Publié: 06/08/2024 -
Mike Singleton of Invictus Research - The Things That Matter and the Things That Don’t
Publié: 30/07/2024 -
James St. Aubin of Sierra Investment Management and Ocean Park Asset Management - What’s Ahead for the Markets and How Will Artificial Intelligence Impact the Investment Industry?
Publié: 23/07/2024 -
Tyson Walker of Orion OCIO - The Ins and Outs of Portfolio Audits
Publié: 16/07/2024 -
Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them
Publié: 09/07/2024 -
Kevin Carter of EMQQ Global - The Compelling Case for Emerging Markets
Publié: 02/07/2024 -
Gerard O’Reilly of Dimensional Fund Advisors - What Happens When a Rocket Scientist Becomes an Investment Manager?
Publié: 25/06/2024 -
Bill Wostoupal of Orion - Custom Indexing and the Future of Wealth Management
Publié: 18/06/2024 -
Jessica Golson of Carson Wealth Management - The Future of the Wealth Management Industry and How to Encourage More Women to Join It
Publié: 11/06/2024
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
