Orion's The Weighing Machine
Un podcast de Orion Portfolio Solutions - Les mardis
Catégories:
265 Épisodes
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Adam Hetts of Janus Henderson - Portfolio Construction Strategy and Market Outlooks
Publié: 22/08/2023 -
Charles Goldman of Orion - The Future of Holistic Wealth Management
Publié: 15/08/2023 -
Chris Ryan of BlackRock - Exploring Fixed Income SMAs
Publié: 08/08/2023 -
Jim Cullen of Schafer Cullen Capital Management - Value Investing: A Time-Tested Strategy for Long-Term Success
Publié: 01/08/2023 -
Bruce Bond of Innovator ETFs - Defined Outcome ETFs
Publié: 25/07/2023 -
Doug Lennick of think2perform - Why Behavioral Finance Is Important
Publié: 18/07/2023 -
Fritz Folts of 3EDGE Asset Management - Multi-Asset Investing
Publié: 11/07/2023 -
Sean O'Hara of Pacer ETFs - Rethinking Value Investing
Publié: 04/07/2023 -
Jennifer Grancio of Engine No.1 - Shaping a Sustainable Future Through Activist Investing
Publié: 27/06/2023 -
Mike Singleton of Invictus Research - Macro-Economy and Market Dynamics
Publié: 20/06/2023 -
Kostya Etus of Dynamic Advisor Solutions - The Five Key Concepts of Building Successful Investment Models
Publié: 13/06/2023 -
Alex Oxenham of Hilton Capital Management - Tactical Income Strategies
Publié: 06/06/2023 -
Philipp Hecker of Bento Engine - Advice Beyond Investing
Publié: 30/05/2023 -
Jeff Strese of Jeff Strese Consulting Group - Why Emotional Intelligence Is Important for Financial Advisors
Publié: 23/05/2023 -
Bryan Keller of Dakota Wealth Management - The Future of RIAs
Publié: 16/05/2023 -
Phil Voelker of AAMA - Understanding the State of the Economy and Markets
Publié: 09/05/2023 -
Steven Atkinson of Buckingham Strategic Partners - Becoming an Admired Financial Advisor
Publié: 02/05/2023 -
Andrew Rosenberger of Orion - Creating Personalized Portfolios to Attract and Retain Clients
Publié: 25/04/2023 -
The Perfect Opportunity to Become a Financial Advisor with Liberty One's Ben Pahl
Publié: 18/04/2023 -
Eric Mueller of BlackRock - Unlocking the Potential of ETFs, Sustainable Investing, and Alternative Investments
Publié: 11/04/2023
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