Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in Chief
Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in Chief
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Recent Episodes
Advisor Innovations: Merit Financial’s Kay Lynn Mayhue on Plotting an Aggressive Growth Trajectory
In this episode, David Armstrong talks with Kay Lynn Mayhue, president of Merit Financial Advisors, about the $7 billion firm’s aggressive growth...
TAMP Technology Changing The Onboarding Process with Scott MacKillop
In this episode, David Armstrong is joined by Scott MacKillop, CEO of First Ascent to discuss TAMP services, differentiating themselves from the competition...
Advisor Innovations Podcast: Facet Wealth’s Anders Jones
Facet Wealth’s Anders Jones on Building a Hyper-Efficient Financial Planning Firm for the Mass Affluent. In this episode, David Armstrong is joined...
19. CAIS’s Matt Brown on Connecting Advisors to Alternative Investment Managers
Traditional 60/40 portfolios are not delivering the returns clients are looking for, argues Matt Brown, a former financial advisor and now CEO of CAIS,...
18. Advisor Innovations: Mark Bruno on Billion-Dollar RIA
Ten years ago, the idea of a $1 billion AUM client-facing RIA was hard to fathom. Today, the $100 billion RIA is the new hurdle, and a few have already...
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