298 Episodes

  1. Billy Oliverio of United Planners Financial Services - Taking Financial Services to New Heights

    Published: 9/27/2022

  2. Lori Hardwick of Red Rock Strategic Partners - Trends and Innovations in Wealth Management

    Published: 9/20/2022

  3. Michael Gates of BlackRock - Industry Trends, ETFs, and Model Portfolios

    Published: 9/13/2022

  4. Michael Petro of Putnam Investments - Investing in Small-Cap Value Stocks

    Published: 9/6/2022

  5. Maxwell Gold of State Street Global Advisors - A Gold-Based Investment Strategy

    Published: 8/30/2022

  6. Kate Guillen of Simplicity Operations Management - Why Advisors Need CRM

    Published: 8/23/2022

  7. Colleen Jaconetti of Vanguard - A Goals-Based Approach to Retirement Spending

    Published: 8/16/2022

  8. Thomas Forsha of River Road Asset Management - A Value-Based Strategy to Generating Attractive Returns

    Published: 8/9/2022

  9. Daniel Villalon of AQR Capital Management - Investing in the Face of Market Risks

    Published: 8/2/2022

  10. Matt Werner of Chilton Capital Management - Investing in REITs

    Published: 7/26/2022

  11. Chip Roame of Tiburon Strategic Advisors - The State Of Wealth And Investment Management

    Published: 7/19/2022

  12. Cody Wheaton and Brian Demain of Janus Henderson Investors - Mid-Cap Growth Stock Investing

    Published: 7/12/2022

  13. Joshua Emanuel of Wilshire - A Simple Guide To Liquid Alternatives

    Published: 7/5/2022

  14. Scott Ladner of Horizon Investments - Goals-Based Financial Strategies

    Published: 6/28/2022

  15. Herb Morgan of Efficient Market Advisors - ETF Investing, ESG Strategies, and Total Return

    Published: 6/21/2022

  16. Kostya Etus of Dynamic Advisor Solutions - Why Advisors Should Outsource Investment Management

    Published: 6/14/2022

  17. David Ledgerwood of Turncast - Podcasting As a Revenue Generator for Financial Services

    Published: 6/7/2022

  18. William B. Irvine of Wright State University - The Stoic Approach to Navigating Financial Markets

    Published: 5/31/2022

  19. Rayna Lesser Hannaway of Polen Capital Management - Managing Investments That Are Built to Last

    Published: 5/24/2022

  20. ESG Investing: Building A Sustainable and Socially Responsible Investment Practice with Theresa Gusman

    Published: 5/17/2022

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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