Orion's The Weighing Machine
En podkast av Orion Portfolio Solutions
298 Episoder
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Billy Oliverio of United Planners Financial Services - Taking Financial Services to New Heights
Publisert: 27.9.2022 -
Lori Hardwick of Red Rock Strategic Partners - Trends and Innovations in Wealth Management
Publisert: 20.9.2022 -
Michael Gates of BlackRock - Industry Trends, ETFs, and Model Portfolios
Publisert: 13.9.2022 -
Michael Petro of Putnam Investments - Investing in Small-Cap Value Stocks
Publisert: 6.9.2022 -
Maxwell Gold of State Street Global Advisors - A Gold-Based Investment Strategy
Publisert: 30.8.2022 -
Kate Guillen of Simplicity Operations Management - Why Advisors Need CRM
Publisert: 23.8.2022 -
Colleen Jaconetti of Vanguard - A Goals-Based Approach to Retirement Spending
Publisert: 16.8.2022 -
Thomas Forsha of River Road Asset Management - A Value-Based Strategy to Generating Attractive Returns
Publisert: 9.8.2022 -
Daniel Villalon of AQR Capital Management - Investing in the Face of Market Risks
Publisert: 2.8.2022 -
Matt Werner of Chilton Capital Management - Investing in REITs
Publisert: 26.7.2022 -
Chip Roame of Tiburon Strategic Advisors - The State Of Wealth And Investment Management
Publisert: 19.7.2022 -
Cody Wheaton and Brian Demain of Janus Henderson Investors - Mid-Cap Growth Stock Investing
Publisert: 12.7.2022 -
Joshua Emanuel of Wilshire - A Simple Guide To Liquid Alternatives
Publisert: 5.7.2022 -
Scott Ladner of Horizon Investments - Goals-Based Financial Strategies
Publisert: 28.6.2022 -
Herb Morgan of Efficient Market Advisors - ETF Investing, ESG Strategies, and Total Return
Publisert: 21.6.2022 -
Kostya Etus of Dynamic Advisor Solutions - Why Advisors Should Outsource Investment Management
Publisert: 14.6.2022 -
David Ledgerwood of Turncast - Podcasting As a Revenue Generator for Financial Services
Publisert: 7.6.2022 -
William B. Irvine of Wright State University - The Stoic Approach to Navigating Financial Markets
Publisert: 31.5.2022 -
Rayna Lesser Hannaway of Polen Capital Management - Managing Investments That Are Built to Last
Publisert: 24.5.2022 -
ESG Investing: Building A Sustainable and Socially Responsible Investment Practice with Theresa Gusman
Publisert: 17.5.2022
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
