RIA Channel

Modern Wealth Management’s Roth On Organic Growth Strategies Watch Now: https://lnkd.in/e92Eump2 #RIA #RIAChannel #GrowthStrategies Modern Wealth Management Gary Roth

Envestnet’s Weiss On Digital-Forward Services For Advisors and Investors Watch Now: https://lnkd.in/e4MmJJs3 #RIA #RIAChannel Envestnet, Inc Molly Weiss

U.S. Global Investors’ Holmes On Investing In Defense Technology Watch Now: https://lnkd.in/evD6ANGQ #RIA #RIAChannel U.S. Global Investors #Technology Frank Holmes

Loomis, Sayles & Company On The Changing Composition Of The Bloomberg US Aggregate Bond Index Watch Now: https://lnkd.in/euVzBiV3 #RIA #RIAChannel Loomis, Sayles & Company Barath Sankaran, CFA Michael Gladchun

From executive leadership to tech innovation and industry insights, catch up on what made headlines this week ⬇️ • Big news: Rich Steinmeier is recognized among 20 leaders shaping wealth management in 2025 by Financial Planning: https://bit.ly/3BRzwN0 • CIO Kristie Edling-Day discusses the future of advisor tech with Julie Cooling of RIA Channel, sharing how we're helping advisors navigate AI and build efficient tech stacks: https://bit.ly/3ZPGsSK • Strategic move: Marc Cohen, elevated to Managing Director of Business Strategy and Innovation, joins the Management Committee to help shape the future of advisor affiliation. More from Barron's: https://bit.ly/4iBNq6F • Industry perspective: In InsuranceNewsNet, Joanna Kanakis examines why some insurers are stepping back from wealth management despite growing consumer demand and a projected $171T in global assets by 2028: https://bit.ly/4iNMjkj • Finding balance while scaling: Jeremy Holly shares three practical strategies for advisors to grow their practice while maintaining work-life harmony with VettaFi: https://bit.ly/4gLB1Lz

Our Chief Investment Officer, Matt Dmytryszyn, CFA, was featured on RIA Channel to discuss the pivotal role ETFs play in our investment strategy. Our core focus is always on our clients—understanding their values and crafting portfolios that align with their unique goals.  Matt shares how ETFs enable us to deliver efficient, cost-effective diversification, provide the flexibility to meet individual needs and develop strategies tailored to what matters most to our clients. Hear Matt break it all down here: https://lnkd.in/gWDKSHSG Once again, thank you to the RIA Channel and RIA Database team for featuring us! #ETFInvesting #ClientFocused #WealthManagement #RIAChannel #Portfolio

Miracle Mile Advisors’ Dmytryszyn On ETF Investing Across The Portfolio Watch Now: https://lnkd.in/et4em5jH #RIA #RIAChannel #ETFs Miracle Mile Advisors Matt Dmytryszyn, CFA

LPL Financial’s Edling-Day On Helping Advisors Choose A Tech Stack Watch Now: https://lnkd.in/e7-XCCqQ #RIA #RIAChannel #TechStack LPL Financial Kristie Edling-Day

Edelman Financial Engines’ Gilfedder On Market Efficiency Watch Now: https://lnkd.in/ggqBW4TX #RIA #RIAChannel #MarketEfficiency Edelman Financial Engines Neil Gilfedder, CFA

Calamos Investments’ Cusick On Tax-Efficient Principal-Protected ETFs Watch Now: https://lnkd.in/eS2sK-rU #RIA #RIAChannel Calamos Investments Joseph Cusick