Advisor Success Series
Episodes
ETF Industry Update: The Good, the Bad, and the Interesting - A Conversation with Dave Nadig, ETF.com
12 Nov 2025
Contributed by Lukas
In this episode, we welcome back Dave Nadig, fresh from a brief retirement and now President of ETF.com. Dave is an industry stalwart, having seen the...
Looking Past Subprime Credit Headlines - A Conversation with JoAnne Bianco, BondBloxx
03 Nov 2025
Contributed by Lukas
In this episode, we are pleased to be joined by first time guest, JoAnne Binaco, Partner and Senior Investment Strategist at BondBloxx ETFs. Recorded ...
New Tools for Incorporating Lifetime Income into an Investment Program - A Conversation with Prudential Financial
23 Oct 2025
Contributed by Lukas
In this episode, we have the pleasure of speaking with David Blanchett and Daniel Gutman from Prudential Investment Management and Prudential Retireme...
Investing in Geopolitical Alpha and Emerging Trends in the ETF Landscape
20 Aug 2025
Contributed by Lukas
Welcome back to the Advisor Success Series Podcast. After a brief hiatus, we are pleased to be joined by Jeremy Schwartz, CIO of WisdomTree Investment...
Staying the Course Through Market Volatility - A Conversation with Phil McInnis of Avantis Investors
08 Apr 2025
Contributed by Lukas
In this episode, we are pleased to be joined by first time guest Phil McInnis, Chief Investment Strategist at Avantis Investors. Phil shares research ...
Reaffirming the U.S. Small Cap Value Premium - A Conversation with Wes Crill, Dimensional Fund Advisors
26 Feb 2025
Contributed by Lukas
In this episode, we are rejoined by Wes Crill, Senior Investment Director at Dimensional Fund Advisors to discuss the latest performance challenges fo...
Thematic Investing in 2025: Insights from Jay Jacobs, BlackRock
06 Dec 2024
Contributed by Lukas
In this episode we are pleased to be joined by Jay Jacobs, Head of Thematic and Active ETFs at BlackRock, as we explore the firm's 2025 outlook for th...
Is Now the Time to Invest in Small Caps? A Conversation with Massimo Santicchia, Alpha Quant
19 Nov 2024
Contributed by Lukas
In this episode, we are joined by Massimo Santicchia, Co-Founder of Alpha Quant specializing in systematically-managed portfolios using a quantitative...
Uncovering Opportunities within the Federal Tax-Exempt Bond Market: A Conversation with Chad Farrington, DWS
31 Oct 2024
Contributed by Lukas
In this episode, we are pleased to be joined by Chad Farrington, Co-Head Municipal Bond Investment Strategy at DWS Asset Management. Chad provides an ...
Don't Try This At Home - Making Sense of the Early August Spike in Market Volatility with Taylor Lukof, ABR Dynamic Funds
22 Aug 2024
Contributed by Lukas
In this episode, we are rejoined by Taylor Lukof, CEO and Founder of ABR Dynamic Funds, to discuss the spike in market volatility catalyzed by the Ban...
Stay the Course But Be Ready to Navigate Through Some Turbulence - A Conversation with Brian Weisenberger, Kensington Asset Management
29 Jul 2024
Contributed by Lukas
In this episode, we discuss the current market environment with Brian Weisenberger, Senior Market Strategist at Kensington Asset Management. Brian sha...
A Timely, Interesting Conversation with Visionary John Davi from Astoria Portfolio Advisors
25 Jun 2024
Contributed by Lukas
In this episode, we are joined by John Davi, founder of Astoria Portfolio Advisors. Following three years of John consistently and accurately forecast...
Seeking Growth Opportunities Outside the U.S. Market: A Conversation with Shane Duffy, Portfolio Manager at J.P. Morgan Investment Management
04 Jun 2024
Contributed by Lukas
In this episode, we hear about growth opportunities outside the U.S. market, which has been dominated by U.S. technology firms, primarily those invest...
Positioning for a Steady State Economy: A Conversation with Lewis Stocks from WestEnd Advisors
06 May 2024
Contributed by Lukas
In this episode, we are joined by Lewis Stocks, portfolio specialist with WestEnd Advisors, who specializes in managing strategies built around the ec...
The Earnings Backdrop Remains Strong for U.S. Equities: A Conversation with Brian Mulberry, Zacks Investment Research
27 Mar 2024
Contributed by Lukas
In this episode, Brian Mulberry shares with our audience the insights that can be gleaned from earnings estimate revisions as well as the need to cont...
Covering the Left Flank of Your Balanced Program: A Conversation with Eben Burr, President of Toews Asset Management
27 Feb 2024
Contributed by Lukas
As we kick off the 2024 season, we are pleased to be joined by Eben Burr, President of Toews Asset Management. In this episode, we discuss Toews' appr...
Investing in Volatile Times: A Conversation with Taylor Lukof of ABR Dynamic Funds
15 Dec 2023
Contributed by Lukas
In the final episode for 2023, we are pleased to be joined by first-time guest Taylor Lukof, Founder and CEO of ABR Dynamic Funds. We discuss the basi...
Addressing Factor Investing Research With Wes Crill of Dimensional Funds
16 Nov 2023
Contributed by Lukas
In this episode, we have the pleasure of catching up with Wes Crill, Senior Investment Director at Dimensional Funds. We address some of the latest ac...
Getting Paid to Park - A Cross-Asset Allocation Update with Jason Bloom from Invesco
16 Oct 2023
Contributed by Lukas
In this episode, we catch up with prior guest Jason Bloom, Head of Fixed Income and Alternative Asset ETF Strategy at Invesco. We discuss the current ...
Is It Dusk Before Dawn for the Beleaguered Real Estate Sector? A Conversation with Brian Cordes from Cohen & Steers
28 Sep 2023
Contributed by Lukas
The real estate sector has come under increasing pressure due to a combination of higher interest rates, tightening credit conditions, and uncertain o...
The Recession that Didn't Come (So Far) – A Conversation with David Cervantes, Pinebrook Capital
09 Aug 2023
Contributed by Lukas
In this episode, we discuss the economic and market environment with David Cervantes of Pinebrook Capital. David brings a broad market perspective hav...
Investing for the Future - A Conversation with Scott Helfstein, Global X ETFs
16 May 2023
Contributed by Lukas
In this episode, we focus on thematic investing with Scott Helfstein, Head of Thematic Solutions at Global X ETFs. Scott brings a unique multi-faceted...
So What Now? A Post-March FOMC Discussion with Ken Shinoda from DoubleLine
27 Mar 2023
Contributed by Lukas
In this episode, we have the pleasure of speaking with Ken Shinoda, Chairman of the Structured Products Committee at DoubleLine and co-manager on the ...
What Kind of Landing? A Macro/Market Update from Jeff Weniger, WisdomTree Asset Management
24 Feb 2023
Contributed by Lukas
In this episode, we discuss the market and economic landscape with Jeff Weniger, Head of Equity Strategy at WisdomTree. At the time of this recording,...
Kicking off our 2023 season discussing investment industry trends with VettaFi
26 Jan 2023
Contributed by Lukas
We are pleased to kick off our 2023 season of the Advisor Success Series Podcast with Dave Nadig and Todd Rosenbluth from VettaFi. Both Dave and Todd ...
Wrapping up 2022 and Looking Ahead to 2023: Andrew Opdyke, Senior Economist at First Trust
21 Dec 2022
Contributed by Lukas
In this episode, we welcome Andrew back to our podcast series as we discuss the economic and investment landscape for 2023. We discuss why the U.S. ec...
How Social Media Is Transforming the Investment Dialogue – A Conversation with Rahul Hemrajani
05 Oct 2022
Contributed by Lukas
In this episode, we have the pleasure of hosting Rahul Hemrajani, Product Manager at Fitch Group, Inc. Over a short period of time, Rahul has establ...
Discussing the Sale of 3D/L to Freedom Advisors/EQIS – A Conversation with EQIS CEO Bob Herrmann and 3D/L Capital President John O'Connor
06 Sep 2022
Contributed by Lukas
In this episode, we take an opportunity to turn inward and discuss our recent acquisition by Freedom Advisors, the owner of EQIS Capital which runs an...
Addressing Investor Misconceptions in the Midst of Market Volatility: A Conversation with Wes Crill, Dimensional Funds
21 Jul 2022
Contributed by Lukas
In this episode, we follow up with Wes Crill, Head of Investment Strategists at Dimensional Funds, from our May 2022 podcast episode in light of the c...
Making Sense of Quantitative Tightening – A Conversation with Tony Crescenzi, Market Strategist at PIMCO
13 Jun 2022
Contributed by Lukas
In this episode, we are pleased to be joined by Tony Crescenzi, Market Strategist and Generalist Portfolio Manager at Pacific Investment Management Co...
Discussing Advisor Client Communication Challenges with Dimensional Funds' Wes Crill
06 May 2022
Contributed by Lukas
In this episode, we catch up with Wes Crill, Head of Investment Strategists at Dimensional Funds, to discuss the client communication challenges finan...
Retirement Plan Compliance- A Conversation with Bonnie Treichel of Endeavour Retirement
08 Apr 2022
Contributed by Lukas
In this episode, Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, joins us to discuss retirement plan compliance. Endeavour Retirement...
Navigating the Risks in Emerging Market Debt – A Conversation with American Century's Joyce Huang
25 Mar 2022
Contributed by Lukas
In this episode, we have the opportunity to hear from American Century's Joyce Huang, Portfolio Specialist on the Emerging Market Fixed Income Managem...
Flash Podcast: A Post Fed Meeting Discussion with Mike Green from Simplify ETFs
17 Mar 2022
Contributed by Lukas
We are pleased to be joined by Michael Green from Simplify ETFs to discuss the decision by the Federal Reserve to raise interest rates for the first t...
Building Bridges to the Digital Asset Ecosystem? Catching Up with Dave Nadig, ETF Trends
10 Feb 2022
Contributed by Lukas
In this episode, we catch up with ETF industry veteran Dave Nadig from ETF Trends to discuss the latest developments within the fund industry. Of pa...
"Not So Fast!" – A Conversation with Nancy Davis, CIO Quadratic Capital Management
27 Jan 2022
Contributed by Lukas
To kick off 2022, we have the pleasure of speaking with Nancy Davis, CIO of Quadratic Capital Management, to discuss what is top-of-mind in capital ma...
ESG- Where Investing Meets the Real World
09 Dec 2021
Contributed by Lukas
3D/L's President, John O'Connor and CIO, Benjamin M. Lavine, CFA, CAIA, RICP recently hosted a webinar with Jordan Farris of Nuveen, and John ...
What is FLX Distribution? A Conversation with Jillian DelSignore, CIMA - Managing Director, Head of ETFs & Indexing at FLX Distribution
18 Nov 2021
Contributed by Lukas
On this episode, we are joined by Jillian DelSignore, CIMA, the Managing Director, Head of ETFs & Indexing at FLX Distribution. FLX is a unique techno...
What's the Latest Buzz in ETF Land? Catching up with Nate Geraci
25 Oct 2021
Contributed by Lukas
In this episode, we catch up with Nate Geraci, President of the ETF Store and host of the ETF Prime podcast. We discuss the latest buzz around digit...
Do We Need to Revisit the Value Premium? A Conversation with Dimensional Fund Advisors
17 Sep 2021
Contributed by Lukas
In this episode, Wes Crill, Head of Investment Strategists at Dimensional Funds, joins us to discuss the latest issues surrounding value investing. ...
Retirement Planning, Decision Making, and Dealing with the Unexpected
03 Sep 2021
Contributed by Lukas
In this episode, we are joined by Ross Marino. Ross is the founder of Transitus Wealth Partners and has been working as an advisor for over 30 years. ...
A Look at the Regulatory Landscape with Korrine Kohm
13 Jul 2021
Contributed by Lukas
In this episode, Matt Shute is joined by Korrine Kohm of Compliance Solution Strategies. They discuss the regulatory climate, new updates, marketing, ...
Inflation: How I Stopped Worrying and View It as Transitory
09 Jul 2021
Contributed by Lukas
In this episode, we have the pleasure of catching up with David Braun, Senior Portfolio Manager at Pacific Investment Management Company (PIMCO). In...
Sustained Investing: A Conversation About Water Technology with Global X
03 Jun 2021
Contributed by Lukas
In this episode, we are pleased to be joined by Andrew Little, research analyst at Global X, to discuss investment opportunities around water technolo...
Yes, Dividends Still Matter – A Conversation with 3D/L Capital Management Co-CIO Nathan Eigerman
28 Apr 2021
Contributed by Lukas
Are dividends still relevant in today's market environment more fixated on 'splashier' investment themes, whether SPACs, cryptocurrencies, or the next...
Discussing Trade-Offs in Sustainability Investing – A Conversation with Will Collins-Dean, Senior Portfolio Manager at Dimensional Funds
23 Mar 2021
Contributed by Lukas
In this episode, we catch up with Dimensional Funds on Sustainability Investing, following up on our December 2019 podcast. We discuss the landscape...
Catching Up with Jason Bloom, Head of Fixed Income and Alternatives ETF Product Strategy at Invesco
09 Mar 2021
Contributed by Lukas
It's been just over a year when we last spoke with Jason Bloom at Inside ETF right before the pandemic shutdown. Part retrospective, part forward-lo...
A Conversation with Dave Nadig of ETF Flows
04 Feb 2021
Contributed by Lukas
In this episode, we catch up with Dave Nadig, Chief Investment Officer and Director of Research at ETF Trends and ETF Database (owned by ETF Flows, LL...
"The Digital Asset Revolution" – A Conversation with Ric Edelman, RIA Digital Assets Council
22 Jan 2021
Contributed by Lukas
In this episode, we are pleased to be joined by Ric Edelman, Founder of Edelman Financial Engines and, more recently, Founder of RIA Digital Assets Co...
Perspectives on Behavioral Investment Counseling
11 Dec 2020
Contributed by Lukas
In this episode, Matt Shute is joined by his colleague Ed Schweitzer to discuss the behavioral "coach" role that financial advisors take on when worki...
A Return to Economic Normalcy? Catching Up with Larry McDonald from the Bear Traps Report
09 Dec 2020
Contributed by Lukas
In this episode, we catch up with Larry McDonald, former Lehman Brothers bond trader and current proprietor of the Bear Traps Report. We discuss the...
PIMCO Secular Outlook 2020 – Lower for Longer, A Conversation with David Braun, PIMCO Fixed Income
06 Nov 2020
Contributed by Lukas
In this episode, we dive into PIMCO's newly released Secular Outlook and why we should expect a lower for longer scenario as the world tries to move p...
After the COVID-19 Recovery, What's Next for Commodities? A Conversation with Robert Minter, Aberdeen Standard Investments
01 Oct 2020
Contributed by Lukas
Since the mid-March/April coronavirus pandemic market meltdown, broad basket commodities (precious and industrial metals, energy, agriculture) have en...
Late-Stage Private Capital Investment Opportunities – A Conversation with Christian Munafo, CIO of SP Investment Management
08 Sep 2020
Contributed by Lukas
In this episode, 3D discusses late-stage venture financing opportunities with Christian Munafo, CIO of SP Investments Management, the asset management...
Catching Up with Bob DeRochie, First Trust Advisors, for an Update on the Fixed Income Markets
29 Jul 2020
Contributed by Lukas
We have the pleasure of catching up with Bob DeRochie, Fixed Income Specialist – Client Portfolio Manager at First Trust Advisors, to discuss the st...
Catching up with ETF Industry Veteran Chris Hemstead
25 Jun 2020
Contributed by Lukas
In this episode, we had the pleasure of catching up with ETF Industry veteran Chris Hemstead, now Director of Institutional Business Development at I...
State of the Municipal Bond Market During the Coronavirus Pandemic: A Conversation with Richard Taormina, Head of the Tax-Aware Strategies at JPMorgan Asset Management
20 May 2020
Contributed by Lukas
In this episode, Richard Taormina, Head of the Tax Aware Strategies team at JPMorgan Asset Management, will discuss the state of the U.S. municipal bo...
Communicating your Value with Andy McFetridge from John Hancock Investment Management
07 May 2020
Contributed by Lukas
In this episode, Matt Shute is joined by Andy McFetridge, National Sales Manager at John Hancock Investment Management. Andy provides insights into th...
A Discussion with Goldman Sachs on the Current State of ETF Capital Market Pricing Following the March Bear Market
24 Apr 2020
Contributed by Lukas
3D sits down with Steve Sachs, Managing Director and Head of ETF Capital Markets at Goldman Sachs. Steve shares his views on why he believes ETF cap...
Coronavirus Infection of the Bond Markets: Making Sense of the Disruptions Seen Across Fixed Income Pricing and Liquidity
26 Mar 2020
Contributed by Lukas
We had the pleasure of speaking with WisdomTree Investment's Kevin Flanagan, Head of Fixed Income Strategy, and Michael Barrer, Associate Direct in Ca...
A Conversation with WisdomTree: Positioning for the Oncoming Digital Asset Disruption of Financial Services
16 Mar 2020
Contributed by Lukas
We are pleased to be joined by Jeremy Schwartz, Global Head of Research, and Will Peck, Head of Corporate Strategy, at WisdomTree. In this episode, ...
3D at Inside ETFs 2020
11 Feb 2020
Contributed by Lukas
3D attended the 2020 Inside ETF Conference down in Hollywood, FL, and took the opportunity to interview some of the attendees for our Advisor Success ...
A Discussion with Dimensional Fund Advisors ("DFA") on a Data-Driven Approach to Sustainability Investing
16 Jan 2020
Contributed by Lukas
In this episode, we are joined by Damien Dormer, U.S. Equity Portfolio Manager and Vice President at DFA, to discuss DFA's approach to sustainability ...
"Investing for Relative Value Amidst an Uncertain Global Growth Outlook" – A Conversation with Bob DeRochie, Fixed Income Specialist – Client Portfolio Manager at First Trust Advisors
20 Dec 2019
Contributed by Lukas
In this episode, we discuss Bob's overall outlook on the fixed income market as well as cover some less-followed areas of fixed income and where he se...
"The Good, the Bad, the Ugly and Recession After the Fact" – November 2019 Market Outlook with John Davi, Astoria Advisors
15 Nov 2019
Contributed by Lukas
In this episode, we welcome back John Davi, Founder and Chief Investment Officer at Astoria Advisors. We discuss Astoria's market outlook, why it's di...
Pushing Ahead with Crypto-Currencies – A Conversation with Matt Hougan, Head of Global Research at Bitwise
22 Oct 2019
Contributed by Lukas
In this podcast episode, Matt Hougan provides an update on the crypto-currency landscape and why he is not concerned over the SEC's latest rejection o...
U.S. Economy to Power Ahead - A Conversation with First Trust Economist, Andrew Opdyke
03 Oct 2019
Contributed by Lukas
In this podcast episode, Andrew Opdyke from First Trust shares a more sanguine outlook for the U.S. economy and equities despite lingering concerns ov...
A Conversation with Brian Cooper of ProAdvisor Coach
30 Aug 2019
Contributed by Lukas
On this podcast, Matt Shute is joined by Brian Cooper from ProAdvisor Coach. Brian has an extensive background in financial services; coaching advisor...
A Conversation with Motif: Investing in the Next Wave of Innovation
13 Aug 2019
Contributed by Lukas
In this episode, we sit down with Hardeep Walia, founder and CEO of Motif. Hardeep discusses Motif's approach for applying artificial intelligence, ...
Gold and Cash: A Conversation with Rich Farr, Merion Capital Group
17 Jul 2019
Contributed by Lukas
In this episode, Rich Farr, Chief Market Strategist at Merion Capital Group, shares his latest market and macroeconomic outlooks. Listen to why Rich...
Navigating China's Market with Brendan Ahern, CIO of Kraneshares ETFs
18 Jun 2019
Contributed by Lukas
On this episode, Ben Lavine sits down with Brendan Ahern to discuss specific investment themes tied to China's growing economy. Brendan also shares ...
A Conversation with Phil Bak, CEO Exponential ETFs
21 May 2019
Contributed by Lukas
On this episode, Ben Lavine sits down with Phil to discuss his perspectives on some of the hot issues facing the markets as well as how an independent...
Round 2 with Phil Lubinski- Retirement Income Planning and Other Keys to Practice Growth
14 May 2019
Contributed by Lukas
On this episode, Matt Shute is once again joined by Phil Lubinski from IncomeConductor. Phil has been a life-long financial advisor and a true pioneer...
A Conversation with Larry McDonald from the Bear Traps Report
25 Apr 2019
Contributed by Lukas
We are pleased to be joined by Larry McDonald, New York Times bestselling author and CNBC contributor. Larry is the founder of 'The Bear Traps Report'...
Strengthening your Financial Planning Processes with Charts and Checklists
20 Mar 2019
Contributed by Lukas
On this episode, Matt Shute is joined by Mike Lecours the co-founder of fpPathfinder. fpPathfinder creates checklists and flowcharts to help advisors...
A Conversation with SPDRs: Positioning Around the Business Cycle
19 Mar 2019
Contributed by Lukas
We are, once again, joined by Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors. Matt shared with us some new research ...
Keys to Success Within an Advisory Practice
08 Mar 2019
Contributed by Lukas
For this episode of the Advisor Success Series Podcast, Matt Shute is joined by Matt Eilers of USA Financial. Matt is the Chief Business Development O...
3D at the 2019 Inside ETFs Conference Part 2
26 Feb 2019
Contributed by Lukas
Part 2 of our series at the Inside ETFs Conference includes: [0:48] Ed Rosenberg and Rene Casis, responsible for ETF Offerings at American Century, di...
3D at the 2019 Inside ETFs Conference Part 1
25 Feb 2019
Contributed by Lukas
3D attended the February 2019 Inside ETF Conference down in Hollywood, FL, and took the opportunity to interview some of the attendees for our Advisor...
Following Up with Tom Psarofagis from Bloomberg Intelligence: 2019 Outlook for the ETF Landscape
16 Jan 2019
Contributed by Lukas
Once again, we have the pleasure of hosting Tom Psarofagis, Bloomberg Intelligence analyst covering the Exchange Traded Fund (ETF) Industry. In kickin...
Driving Growth and Building Brand Value - A Conversation with Chris Shea, CFA of CataMetrics
15 Jan 2019
Contributed by Lukas
In this episode, Matt Shute is joined by Chris Shea, CFA of CataMetrics. CataMetrics provides financial advisors and firms with tailored investment s...
Understanding Fixed Income Risk Premiums: Perspectives from Dimensional Fund Advisors (DFA)
07 Jan 2019
Contributed by Lukas
In this episode, Tom Goodrum, Institutional Fixed Income Strategist at DFA, will share with us the firm's perspective on the importance of understandi...
Managing Tactical, Risk Averse Portfolios – A Conversation with Lee Capital Management
29 Nov 2018
Contributed by Lukas
In this podcast episode, we are joined by Kevin Orr, Nathan Eigerman and Joe Demmler, Managing Partners at Lee Capital Management. We discuss LCM's ...
Q3 Recap and Market Outlook Update with John Davi
06 Nov 2018
Contributed by Lukas
In this episode, Ben Lavine is joined once again by John Davi, Founder and Chief Investment Officer at Astoria Advisors to discuss the market turmoil ...
Stay the course – A conversation with dimensional fund advisors on risk-based factor investing
28 Sep 2018
Contributed by Lukas
Today Ben Lavine is joined by Lukas Smart, portfolio manager at Dimensional Funds or DFA. In today's podcast, Lukas shares with us his perspectives on...
Enhancing your practice with tech
18 Sep 2018
Contributed by Lukas
On this episode, Matt Shute is joined by Steve Lewczyk of Trizic. Trizic is technology platform offering end-to-end digital wealth solutions to adviso...
Innovations in Sector-Based Indexing
28 Aug 2018
Contributed by Lukas
In this eposide, Ben Lavine is joined by Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors and John van Moyland, Head of...
Plan4Life: Educating Financial Advisors for the Future
20 Aug 2018
Contributed by Lukas
In this episode, Matt Shute is joined by Annalee Kruger and Bob Mauterstock. Annalee and Bob run Plan 4 Life (https://plan4lifenow.com/ ), a firm that...
Assessing the ETF Landscape
30 Jul 2018
Contributed by Lukas
In this podcast Ben Lavine is joined by Tom Psarofagis, Bloomberg Intelligence analyst covering the Exchange Traded Fund (ETF) Industry. Tom shares wi...
Macro Landscape for Emerging Market Investing
02 Jul 2018
Contributed by Lukas
In this episode, Ben is joined by Darshan Bhatt, deputive chief investment officer at Glovista Investments based in Jersey City. Darshan will share w...
Building Your Practice with Retirement Income
12 Jun 2018
Contributed by Lukas
In this episode, Matt Shute is joined by Phil Lubinski. Phil is known as a pioneer in retirement income planning and more specifically the time-segmen...
Traditional Active Management Still Alive and Well: Perspectives from a Fundamental Portfolio Manager
30 May 2018
Contributed by Lukas
In this episode, Ben Lavine is joined by Arun Daniel, portfolio manager at JO Hambro Capital Management. Arun will share with us his perspectives on t...
Making the Transition from Sell-Side Strategist to Buy-Side Model Builder
07 May 2018
Contributed by Lukas
In this episode, Ben Lavine is joined by John Davi, Founder and Chief Investment Officer at Astoria Advisors. They discuss John's transition from sel...
Sales and Services Philosophy From an Industry Veteran
30 Apr 2018
Contributed by Lukas
On this episode of our Advisor Success Series Podcast, we are joined by Paul Berard. Paul is the head of distribution for the TAMP and ETF Strategist ...
Impact of High Equity Valuations on Safe Retirement Withdrawal Rates Discussion
21 Mar 2018
Contributed by Lukas
In this episode, Ben Lavine and our guest Justin Sibears will discuss an article published by Justin in August 2017 titled "Impact of High Equity Valu...
Insights Into Energy Infrastructure Investing (Recorded 02/14/2018)
06 Mar 2018
Contributed by Lukas
In this podcast, Ben Lavine is joined by Jay Jacobs, Director of Research at Global X Funds. They discuss the investment landscape for energy infrastr...
Confessions of a Former LPL Rep: Building an Independent Practice (Recorded 01/17/2018)
06 Mar 2018
Contributed by Lukas
We are pleased to host Nick Hopwood, CFP, President and CEO of Peak Wealth Management, LLC, to discuss his path towards independence following his dep...