Orion's The Weighing Machine

Orion's The Weighing Machine

Por: Orion Portfolio Solutions
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
283 episodios disponibles

Latest episodes of the podcast Orion's The Weighing Machine

Mostrando página 6 de 15

Fritz Folts of 3EDGE Asset Management - Multi-Asset Investing 11/07/2023
Sean O'Hara of Pacer ETFs - Rethinking Value Investing 04/07/2023
Jennifer Grancio of Engine No.1 - Shaping a Sustainable Future Through Activist Investing 27/06/2023
Mike Singleton of Invictus Research - Macro-Economy and Market Dynamics 20/06/2023
Kostya Etus of Dynamic Advisor Solutions - The Five Key Concepts of Building Successful Investment Models 13/06/2023
Alex Oxenham of Hilton Capital Management - Tactical Income Strategies 06/06/2023
Philipp Hecker of Bento Engine - Advice Beyond Investing 30/05/2023
Jeff Strese of Jeff Strese Consulting Group - Why Emotional Intelligence Is Important for Financial Advisors 23/05/2023
Bryan Keller of Dakota Wealth Management - The Future of RIAs 16/05/2023
Phil Voelker of AAMA - Understanding the State of the Economy and Markets 09/05/2023
Steven Atkinson of Buckingham Strategic Partners - Becoming an Admired Financial Advisor 02/05/2023
Andrew Rosenberger of Orion - Creating Personalized Portfolios to Attract and Retain Clients 25/04/2023
Eric Mueller of BlackRock - Unlocking the Potential of ETFs, Sustainable Investing, and Alternative Investments 11/04/2023
Phillip Toews of Toews Asset Management - The Hidden Implications of Global Debt 04/04/2023
Brian McLaughlin of Orion - How People, Culture, and Technology Drive Business Success 28/03/2023
Michael Ashton of Enduring Investments - Inflation and Economics From a Trader's Seat 21/03/2023
Eric Godes of FP Transitions - The Foundation of a Successful Succession Plan 14/03/2023
Christopher Hart of Brinker Capital - Why Due Diligence Is Critical for Successful Investments 07/03/2023
Eric Biegeleisen of 3EDGE Asset Management - Navigating the World of ETF (Exchange-Traded Fund) 28/02/2023
Art Lutschaunig of Parti Pris Investment Partners - Direct Indexing and the Future of FinTech and Managed Accounts 21/02/2023
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