298 Épisodes

  1. Sean O'Hara of Pacer ETFs - Rethinking Value Investing

    Publié: 04/07/2023

  2. Jennifer Grancio of Engine No.1 - Shaping a Sustainable Future Through Activist Investing

    Publié: 27/06/2023

  3. Mike Singleton of Invictus Research - Macro-Economy and Market Dynamics

    Publié: 20/06/2023

  4. Kostya Etus of Dynamic Advisor Solutions - The Five Key Concepts of Building Successful Investment Models

    Publié: 13/06/2023

  5. Alex Oxenham of Hilton Capital Management - Tactical Income Strategies

    Publié: 06/06/2023

  6. Philipp Hecker of Bento Engine - Advice Beyond Investing

    Publié: 30/05/2023

  7. Jeff Strese of Jeff Strese Consulting Group - Why Emotional Intelligence Is Important for Financial Advisors

    Publié: 23/05/2023

  8. Bryan Keller of Dakota Wealth Management - The Future of RIAs

    Publié: 16/05/2023

  9. Phil Voelker of AAMA - Understanding the State of the Economy and Markets

    Publié: 09/05/2023

  10. Steven Atkinson of Buckingham Strategic Partners - Becoming an Admired Financial Advisor

    Publié: 02/05/2023

  11. Andrew Rosenberger of Orion - Creating Personalized Portfolios to Attract and Retain Clients

    Publié: 25/04/2023

  12. The Perfect Opportunity to Become a Financial Advisor with Liberty One's Ben Pahl

    Publié: 18/04/2023

  13. Eric Mueller of BlackRock - Unlocking the Potential of ETFs, Sustainable Investing, and Alternative Investments

    Publié: 11/04/2023

  14. Phillip Toews of Toews Asset Management - The Hidden Implications of Global Debt

    Publié: 04/04/2023

  15. Brian McLaughlin of Orion - How People, Culture, and Technology Drive Business Success

    Publié: 28/03/2023

  16. Michael Ashton of Enduring Investments - Inflation and Economics From a Trader's Seat

    Publié: 21/03/2023

  17. Eric Godes of FP Transitions - The Foundation of a Successful Succession Plan

    Publié: 14/03/2023

  18. Christopher Hart of Brinker Capital - Why Due Diligence Is Critical for Successful Investments

    Publié: 07/03/2023

  19. Eric Biegeleisen of 3EDGE Asset Management - Navigating the World of ETF (Exchange-Traded Fund)

    Publié: 28/02/2023

  20. Art Lutschaunig of Parti Pris Investment Partners - Direct Indexing and the Future of FinTech and Managed Accounts

    Publié: 21/02/2023

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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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