Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
…
continue reading
Stocks-in-Depth thoroughly examines the fundamentals of reasonably valued high-quality small and mid-cap growth companies. It is produced by GARP Research, a provider of equity research to institutions including many of the most well-known fund managers for over 20 years. GARP is known for its granular modelling of business lines and in-depth assessment of competition and served markets. Stocks-in-Depth searches for value and growth by researching stocks that may be out of favor, or where a ...
…
continue reading
Get the latest stock market news and tips and tricks related to stock market investing, especially value investing.
…
continue reading
Money with Monika is a weekly personal finance show that answers your queries on all investment matters. Monika Halan, Consulting Editor of Mint and author of Let’s Talk Money, takes you through the various avenues of savings open to you - deposits, stocks, bonds, mutual funds, insurance and pension funds. This is a Mint production, brought to you by HT Smartcast.
…
continue reading

1
How Financial Professionals Can Help Clients Overcome Financial Worry
15:40
15:40
Play later
Play later
Lists
Like
Liked
15:40
…
continue reading

1
P rudential Advisors Wants Advisors to Focus on Clients’ Diversity
13:23
13:23
Play later
Play later
Lists
Like
Liked
13:23
…
continue reading

1
A New Framework for Fee-Based Annuities with David Lau
38:20
38:20
Play later
Play later
Lists
Like
Liked
38:20
…
continue reading

1
Bogart Wealth Uses Education to Develop a New Generation of Advisors
17:40
17:40
Play later
Play later
Lists
Like
Liked
17:40
…
continue reading

1
The Retirement Revolution with Mike Lynch
35:40
35:40
Play later
Play later
Lists
Like
Liked
35:40
…
continue reading

1
American Endowment Foundation Brings Charitable Giving to Local Communities
12:03
12:03
Play later
Play later
Lists
Like
Liked
12:03
…
continue reading

1
How Orion Leverages Tech Know-How and Behavioral Finance for Advisors
20:55
20:55
Play later
Play later
Lists
Like
Liked
20:55
…
continue reading

1
The Long Road to Retirement With Chelsea Ransom-Cooper
33:12
33:12
Play later
Play later
Lists
Like
Liked
33:12
…
continue reading

1
Tackling Seniors’ Cost-of-Living Crisis with Shannon Benton
34:53
34:53
Play later
Play later
Lists
Like
Liked
34:53
…
continue reading

1
The Deeper Meaning of Wealth and Retirement with George Nichols III
24:00
24:00
Play later
Play later
Lists
Like
Liked
24:00
…
continue reading

1
Getting to the Truth About Longevity Risk with Jackson’s Glen Franklin
37:06
37:06
Play later
Play later
Lists
Like
Liked
37:06
…
continue reading

1
The History and Philosophy of Retirement with Moshe Milevsky
34:11
34:11
Play later
Play later
Lists
Like
Liked
34:11
…
continue reading

1
Inflation, Interest Rates and More with Atlanta Fed President Raphael Bostic
30:56
30:56
Play later
Play later
Lists
Like
Liked
30:56
…
continue reading

1
Wealth Management Meets Retirement with Envestnet’s Sean Murray
35:31
35:31
Play later
Play later
Lists
Like
Liked
35:31
…
continue reading

1
Real Social Security Talk with NARSSA Co-Founder Martha Shedden
30:35
30:35
Play later
Play later
Lists
Like
Liked
30:35
…
continue reading

1
A Conversation with DGIM Law Partner Monique Hayes
32:32
32:32
Play later
Play later
Lists
Like
Liked
32:32
…
continue reading

1
A Conversation with Vanguard Charitable Chief Financial Officer Mark Froehlich
26:28
26:28
Play later
Play later
Lists
Like
Liked
26:28
…
continue reading

1
A Conversation with Wealth Enhancement Group Senior Portfolio Manager Ayako Yoshioka
29:43
29:43
Play later
Play later
Lists
Like
Liked
29:43
…
continue reading

1
A Conversation with J.P. Morgan Retirement Insights Executive Director Sharon Carson
33:23
33:23
Play later
Play later
Lists
Like
Liked
33:23
…
continue reading

1
A Conversation with American College of Financial Services Researchers Kaylee Ranck & Eric Ludwig
40:34
40:34
Play later
Play later
Lists
Like
Liked
40:34
…
continue reading

1
A Conversation with Cetera Financial Group’s Head of Workplace & Retirement, Jon Anderson
33:10
33:10
Play later
Play later
Lists
Like
Liked
33:10
…
continue reading

1
Navigating Medicare Supplement: An Advisor’s Guide
22:33
22:33
Play later
Play later
Lists
Like
Liked
22:33
…
continue reading

1
A Conversation with The Sandidge Group Principal, James Sandidge
34:18
34:18
Play later
Play later
Lists
Like
Liked
34:18
…
continue reading

1
A Conversation with Bipartisan Policy Center Chief Economist Jason Fichtner
33:28
33:28
Play later
Play later
Lists
Like
Liked
33:28
…
continue reading

1
A Conversation with Endeavor Retirement Founder Bonnie Treichel
32:23
32:23
Play later
Play later
Lists
Like
Liked
32:23
…
continue reading

1
A Conversation with IncomeConductor CEO Sheryl O'Connor
34:18
34:18
Play later
Play later
Lists
Like
Liked
34:18
…
continue reading

1
A Conversation with HealthView Services CEO Ron Mastrogiovanni
34:35
34:35
Play later
Play later
Lists
Like
Liked
34:35
…
continue reading

1
A Conversation with IncomePath Co-Founder Tamiko Toland
32:26
32:26
Play later
Play later
Lists
Like
Liked
32:26
…
continue reading

1
A Conversation with Ferri Investment Solutions CEO Rick Ferri
31:58
31:58
Play later
Play later
Lists
Like
Liked
31:58
…
continue reading

1
How Charitable Works and Philanthropy Connect Alger to Its Community
12:26
12:26
Play later
Play later
Lists
Like
Liked
12:26As part of the Luminaries Class of 2023, Alger CEO and Chief Investment Officer Dan Chung is being recognized in the category of Community Impact. This podcast was recorded before the ceremony on November 28 where we announced that Dan was the winner of the Community Impact award in the asset manager group. Through his leadership role, Chung overse…
…
continue reading

1
Ask the Retirement Expert About Guardrails, Income Planning and Inflation: Jamie Hopkins
31:50
31:50
Play later
Play later
Lists
Like
Liked
31:50
…
continue reading

1
Ask the Retirement Expert About RMDs & Taxes: Ed Slott
30:34
30:34
Play later
Play later
Lists
Like
Liked
30:34
…
continue reading

1
How Vestmark Uses Innovation to Help Advisors With Tax and Portfolio Management
9:35
9:35
Play later
Play later
Lists
Like
Liked
9:35
…
continue reading

1
Ask the Retirement Expert About Safe Spending and Income Portfolios: Christine Benz
35:10
35:10
Play later
Play later
Lists
Like
Liked
35:10
…
continue reading

1
Ask the Retirement Expert About Tricky Income-Planning Issues: Steve Parrish
32:14
32:14
Play later
Play later
Lists
Like
Liked
32:14
…
continue reading

1
How Raymond James' Jodi Perry Created a Trailblazing, 30-Year Career
12:59
12:59
Play later
Play later
Lists
Like
Liked
12:59
…
continue reading

1
Ask the Retirement Expert About Social Security: Marcia Mantell
28:48
28:48
Play later
Play later
Lists
Like
Liked
28:48
…
continue reading

1
Ask the Retirement Expert About Financial Planning & Income: Michael Finke
30:25
30:25
Play later
Play later
Lists
Like
Liked
30:25
…
continue reading

1
Cetera Shows How To Leave a Charitable Footprint
15:50
15:50
Play later
Play later
Lists
Like
Liked
15:50
…
continue reading

1
How Fidelity’s Denise Chisholm Gains Market Insights
8:54
8:54
Play later
Play later
Lists
Like
Liked
8:54
…
continue reading
…
continue reading

1
Vertafore’s James Thom adapts to customer needs
12:01
12:01
Play later
Play later
Lists
Like
Liked
12:01
…
continue reading
…
continue reading

1
ComplySci CEO Finds Inclusion Drives Growth
18:52
18:52
Play later
Play later
Lists
Like
Liked
18:52
…
continue reading
…
continue reading
…
continue reading
Think Advisor recognized Ryan George, chief marketing officer of Docupace, as part of the Luminary Class of 2022, and specifically for his efforts at overseeing and executing a company-wide rebranding strategy over the last year. George offers an inside look at that process and shares some best practices as part of this podcast.…
…
continue reading

1
American College CEO Wants to Focus on Diversity
19:46
19:46
Play later
Play later
Lists
Like
Liked
19:46The Luminaries recognized The American College and its CEO George Nichols across multiple categories as the school continues its mission of providing applied financial knowledge and education to advisors. Three Key Takeaways: Nichols and The American College of Financial Services continued its diversity effort with initiatives such as “Know Yoursel…
…
continue reading

1
Conversations with a Luminary: Jim Dickson (sponsored by Sanctuary Wealth), Dealmaking & Growth
16:58
16:58
Play later
Play later
Lists
Like
Liked
16:58
…
continue reading

1
Conversations with a Luminary: Chris Gandy, Midwest Legacy Group (Sponsored by OneAmerica), Diversity & Inclusion
25:31
25:31
Play later
Play later
Lists
Like
Liked
25:31
…
continue reading