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RIA Channel
RIA Channel Financial InterviewsEpisodes
RIA Channel
RIA Channel Financial Interviews
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Episodes of RIA Channel Financial Interviews
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Bigger is not always better, says John West, head of client strategies at Research Affiliates in Newport Beach, California. The 15 year old firm created by Rob Arnott and Chris Brightman works with other investment firms like Invesco for produc
United Capital is one of the largest RIAs in the country at $18+ billion in assets under management. Joel Shaps, Managing Director, United Capital speaks with Julie Cooling, Founder & CEO, RIA Channel regarding his decision to sell his firm to
Jon Maier, Chief Investment Officer, Global X sat down with Julie Cooling, Founder & CEO, RIA Channel to discuss their suite of income, thematic, country funds, and factor-based ETFs. Maier moved to Global X from Merrill Lynch to offer his expe
Edward Rosenberg, Senior Vice President, American Century Investments sat down with Julie Cooling, Founder & CEO, RIA Channel to discuss how American Century was founded with an ESG mantra. Jim Stowers founded American Century, with the core va
Suzanne Mestayer, Managing Principal, ThirtyNorth Investments talks with Julie Cooling, Founder & CEO, RIA Channel about founding her now more than $130 million and growing RIA business. With a focus on gender-lens investing, ThirtyNorth is now
Eric Ervin, Co-Founder & CEO, Reality Shares spoke with Julie Cooling, Founder & CEO, RIA Channel about their recent blockchain ETF launch: BLCN. The Nasdaq NexGen Economy ETF, BLCN, aims to deliver value through the investment in companies cre
Matt Oechsli, CEO of The Oechsli Institute discusses his research and coaching of elite advisors and their methods to grow, service and perform the necessary multidimensional components of a successful advisory business.
Jeremy Goff, Managing Director, Tortoise Capital talks with Julie Cooling, Founder & CEO, RIA Channel regarding their ETF business and energy value chain investing. Tortoise Capital manages over $20 billion in assets, and now has over $100 mil
Richard Donnelly, CEO & Founder, Donnelly Wealth Advisors sits down with Julie Cooling, Founder & CEO, RIA Channel to discuss the RIA business, their growth model and helping clients to think about their personal goals as well as financial goal
Anthony Zackery, CFA, Associate Portfolio Manager, Zevenbergen Capital (ZCI) spoke with Julie Cooling, Founder & CEO, RIA Channel about their successful stock picking investment approach. ZCI follows an actively managed stock selection process
Christian Magoon, Founder & CEO, Amplify ETFs talks with Julie Cooling, Founder & CEO, RIA Channel about meeting advisor demand for growth, income and innovation through their ETFs, specifically IBUY, YYY and BLOK.The IBUY ETF is made up of c
Dowling & Yahnke is one of the fastest growing RIA firms in the country. According to RIA Database, the firm had $3.6 billion in assets as of July 2017. Forbes and RIA Database ranked Dowling & Yahnke #25 on their list of Top Wealth Managers ba
Mark Spina, Head of Advisor Business, Russell Investments and Julie Cooling, Founder & CEO, RIA Channel, discuss Russell’s recent success working with advisors on model portfolios utilizing ETFs, mutual funds and alternative investments. Spina
Sean Edkins, Director, Head of ETF Sales Strategy, Deutsche Asset Management sits down with Julie Cooling, Founder & CEO, RIA Channel to discuss Deutsche’s U.S. ETF lineup.
Peter Lazaroff, Chief Investment Officer, Plancorp sat down with Julie Cooling, Founder & CEO, RIA Channel to discuss their new automated financial planning software or robo advisor called BrightPlan.com. With over $4 billion in assets under m
Martin Kremenstein, Senior Managing Director, Head of Retirement Products and ETFs at Nuveen Investments sat down with Julie Cooling, Founder & CEO, RIA Channel to discuss Nuveen’s launch into the ETF business they’re calling Nushares. Traditi
Three Bell Capital ranked #1 on the Top 100 Emerging Wealth Management Firms by RIA Channel. Jon Porter, CEO, Three Bell Capital sat down with with Julie Cooling, Founder and CEO of RIA Channel to discuss his firm’s success and plans for contin
Burl East, Chief Executive Officer, American Assets Capital Advisers, and sub-advisor to Altegris, sat down with Julie Cooling, Founder & CEO, RIA Channel to discuss their long/short real estate funds. The Altegris/AACA Opportunistic Real Estat
Matthew Straut, Head of RIA Group, OppenheimerFunds sat down with Julie Cooling, Founder & CEO, RIA Channel to provide a new product update, trends they’re seeing in the RIA community and to discuss practice management support they provide to f
Tony Davidow, Vice President, Alternative Beta & Asset Allocation Strategist, Schwab Center for Financial Research sits down with Julie Cooling, Founder & CEO, RIA Channel to discuss working with financial advisors to help them differentiate st
Joe Barrato, CEO, Arrow Funds, sat down with Julie Cooling, Founder & CEO, RIA Channel to discuss the launch of two new Arrow ETFs:DWCR (Dorsey Wright Country Rotation ETF) and DOGS (Dogs of the World ETF). DWCR invests in the ten strongest cou
Sharon French, Head of Beta Solutions for OppenheimerFunds leads the strategy, development and implementation of the OppenheimerFunds ETF solutions, and oversees the OppenheimerFunds Environmental, Social and Governance (ESG) efforts. French sa
J.P. Morgan’s Portfolio Service: A Look Into Their ‘Secret Sauce’Every investment firm has their own proprietary models for investing, their own secret sauce if you will. J.P. Morgan’s portfolio insights team is designed to give investment ad
Liz Ann Sonders, Chief Investment Strategist, Charles Schwab, sits down with Julie Cooling, Founder & CEO, RIA Channel at the 2017 Schwab IMPACT conference in Chicago. While markets appear healthy, Sonders discusses wider asset class correlatio
Grant Kennaway, Global Practice Leader of Manager Research, Morningstar, sits down with Julie Cooling, Founder & CEO, RIA Channel, LLC to discuss trends in various asset class flows in the ETF and mutual fund business. Kennaway points to soluti
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