Bringing the outsourced chief investment officer inside, with Chris Shuba of Helios
Bringing the outsourced chief investment officer inside, with Chris Shuba of Helios
The founder of Helios wants to redefine the OCIO function for financial advisors looking to offer greater customization ... Read more
19 Jul 2023
•
22mins
Providing financial advice to Americans living abroad, with Robert Levitt
Providing financial advice to Americans living abroad, with Robert Levitt
The veteran advisor who moved his niche firm from Florida to France is helping U.S. expats navigate their increasingly c... Read more
5 Jul 2023
•
28mins
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Ranking the robos, with David Goldstone of Condor Capital Wealth Management
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The co-author of the Robo Report explains why digital DIY options really shine when human advisors are part of the equat... Read more
21 Jun 2023
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Clients want to give back — here's how advisors can help them do philanthropy right
Clients want to give back — here's how advisors can help them do philanthropy right
Veteran advisor Ken Van Leeuwen said by opening up and sharing his own story, he has been able to help his charitably in... Read more
24 May 2023
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The many ways to leave a legacy, with American College of Financial Services President George Nichols III
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Inspired by two lessons his mother taught him when he was a child, this week’s FP Podcast guest has a passion for giving... Read more
17 May 2023
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Charitable giving in clients’ financial plans, firms’ business plans
Charitable giving in clients’ financial plans, firms’ business plans
Financial Planner Thomas Pontius of Kayne Anderson Rudnick joins the FP Podcast to discuss what makes charitable giving ... Read more
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Cracking the cash conversation with clients, with Frank Bonanno of StoneCastle Cash Management
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With trillions of dollars just sitting in accounts and earning nothing for clients, the industry veteran said cash prese... Read more
26 Apr 2023
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Why financial advisors should always keep it real, with Elements CEO Reese Harper
Why financial advisors should always keep it real, with Elements CEO Reese Harper
The advisor, firm founder and fintech CEO puts acting with a true sense of purpose at the heart of both his life philoso... Read more
19 Apr 2023
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Personalized investing and ‘polite disruption,’ with Seeds Investor CEO Zach Conway
Personalized investing and ‘polite disruption,’ with Seeds Investor CEO Zach Conway
The second generation financial advisor turned fintech founder wants to help advisors get more personal with their clien... Read more
5 Apr 2023
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