Orion's The Weighing Machine

228 Episodes

1. Protective Investing: What Is It and Can It Work for Your Clients with Alex Rabinovich of Halo Investing

   Published: 1/30/2024
2. What's Ahead in 2024 with Phil Toews of Toews Asset Management

   Published: 1/23/2024
3. Vanguard’s Biggest Moves in 2023 with The Independent Vanguard Adviser’s Jeff DeMaso

   Published: 1/16/2024
4. Market Outlooks with Kim Arthur of Main Management

   Published: 1/12/2024
5. How to Find the Best Talent for Your Firm with New Planner Recruiting’s Caleb Brown

   Published: 1/9/2024
6. Investing in Texas and the Future of the ETF Industry with Texas Capital Bank's Edward Rosenberg

   Published: 12/26/2023
7. Exploring Investment Opportunities in the Growing Music Industry with MUSQ's David Schulhof

   Published: 12/19/2023
8. Value Investing: How Value Outperforms Growth with Barrow Hanley Global Investor's Rand Wrighton

   Published: 12/12/2023
9. Navigating Volatility in the Interest Rate Markets with Merganser Capital Management's Andy Smock

   Published: 12/5/2023
10. The Five Criteria for Building Successful Client Relationships with Invesco Consulting's Brett Van Bortel

    Published: 11/28/2023
11. Investing in High-Quality International Stocks with Polen Capital Management's Todd Morris and Daniel Fields

    Published: 11/21/2023
12. The Rise of Liquid Alternatives with Simplify Asset Management's Michael Green

    Published: 11/14/2023
13. Growth Investing and the Future of Active Management with Columbia Management's Tom Galvin

    Published: 11/7/2023
14. Aligning Investments and Personal Values with Crossmark Global Investments' Bob Doll

    Published: 10/31/2023
15. FinTech Trends That Help Advisors Win More Business with Orion's George Svagera and Ryan Donovan

    Published: 10/24/2023
16. ETF Model Portfolios and Factor Investing with Astoria Portfolio Advisors' John Davi

    Published: 10/17/2023
17. How to Navigate the ETF Marketplace with ETF Action's Mike Akins

    Published: 10/10/2023
18. The Complexity of Managing High-Net-Worth Portfolios with City National Rochdale's Vern Montross

    Published: 10/3/2023
19. Investing in Freedom with Democracy Investments' Julie Cane

    Published: 9/26/2023
20. What's on Your Bookshelf with Orion's Dr. Daniel Crosby

    Published: 9/19/2023