Orion's The Weighing Machine

Un podcast de Orion Portfolio Solutions - Les mardis

Les mardis

Catégories:

Entreprise

265 Épisodes

  1. Kim Arthur of Main Management - Market Outlooks

    Publié: 12/01/2024

  2. Caleb Brown of New Planner Recruiting - How to Find the Best Talent for Your Firm

    Publié: 09/01/2024

  3. Ed Rosenberg of Texas Capital Bank - Investing in Texas and the Future of the ETF Industry

    Publié: 26/12/2023

  4. David Schulhof of MUSQ - Exploring Investment Opportunities in the Growing Music Industry

    Publié: 19/12/2023

  5. Rand Wrighton of Barrow Hanley Global Investors - Value Investing: How Value Outperforms Growth

    Publié: 12/12/2023

  6. Andy Smock of Merganser Capital Management - Navigating Volatility in the Interest Rate Markets

    Publié: 05/12/2023

  7. Brett Van Bortel of Invesco Consulting - The Five Criteria for Building Successful Client Relationships

    Publié: 28/11/2023

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

    Publié: 21/11/2023

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

    Publié: 14/11/2023

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

    Publié: 07/11/2023

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

    Publié: 31/10/2023

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

    Publié: 24/10/2023

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

    Publié: 17/10/2023

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

    Publié: 10/10/2023

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

    Publié: 03/10/2023

  16. Julie Cane of Democracy Investments - Investing in Freedom

    Publié: 26/09/2023

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

    Publié: 19/09/2023

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

    Publié: 12/09/2023

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

    Publié: 05/09/2023

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

    Publié: 29/08/2023

3 / 14

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
Visit the podcast's native language site