Investment performance still matters, but it's no longer enough. Today's clients evaluate advisors on responsiveness, transparency, personalization, and confidence.
Ryan Nauman interviews Eden Ovadia of FINNY, on why organic growth is harder amid M&A reliance and AI noise, and how personalization improves prospecting beyond referrals.
Ryan Nauman and Zach Conway discuss evolving investor expectations, emphasizing client-centric investment experiences to help advisors compete with direct-to-consumer tech.
Ryan Nauman interviews Defiance ETFs' Brendan Cavanaugh on ETF product development amid consolidation, and long-term thematic exposure.
Elevation Point CEO Jim Dickson discusses how financial advisors should approach AI and the necessary steps to successful implementation.
Ryan Nauman interviews Joe DaGrosa on why registered vehicles—especially interval funds—may expand private market access and the core trade-off of illiquidity versus return potential.
Ryan Nauman interviews Milliman FRM’s Adam Schenck on Milliman’s healthcare cost research and how Milliman’s Healthcare Inflation ETFs aim to track/beat healthcare inflation.
Ryan Nauman interviews DoubleLine’s Robert Cohen on fixed income amid elevated Treasury yields, framing the macro backdrop as “war and AI.”
Ryan Nauman talks with CEO Jim Gold about Steward Partners’ evolution and rapid AUM growth, its “unstoppable” culture built on respect, equity ownership, and advisor voice.
Bob Smith and A.J. Harper discuss the evolution of ETFs and how advisors can use ETFs to deliver scalable, customizable, and tax-aware portfolios.
Ryan Nauman interviews Steward Partners CIO Mohan Gurupackiam on how wealth management has shifted from AI curiosity and pilots to scaling AI safely in core workflows.
Ryan Nauman and Victory Capital’s Michael Mack discuss concentration risk in mega-cap tech stocks and how free cash flow analysis can guide advisors.
Envestnet’s Dana D’Auria dives deep into private markets emphasizing key risks including illiquidity, return dispersion, and valuation uncertainty
Ryan Nauman and Lance McGray discuss the parallels between rapid ETF proliferation and the booming sports card market.
Ryan Nauman interviews Alex Graf of Modelist, on how advisors can scale custom model portfolios without losing brand
Ryan Nauman and Mannik Dhillon discuss how ETF share classes could bring tax efficiency and active strategies into the ETF wrapper, along with advisor considerations.
Discover why understanding return distributions, statistical rigor, and power law dynamics in private investments is essential for financial advisors seeking to optimize portfolio performance and make data-driven allocation decisions beyond simple averages
Ryan Nauman interviews Manju Boraiah on how advisors add value through household-level goal and tax coordination, while the key unsolved challenge is “aggregation without integration.”
Mackay Municipal Managers’ Kazatsky on why municipal bonds—tax-exempt and taxable—are often overlooked yet attractive in today’s uncertain macro and rate environment.
Ryan Nauman sits down with Tortoise Capital’s Mark Marifian to discuss why energy belongs in portfolios, rising AI/data-center power demand, and oil’s impact.
