Mark Miller is a career journalist who digs deep into the world of retirement planning, social security, medicare and the state of retirement readiness among people nearing the goal line. Miller has

In this episode, David Armstrong is joined by Bruce Bond, CEO and co-founder of Innovator Capital Management, a pioneer in the ETF industry and three-time WealthManagment.com Industry Award winner, to

In this episode, David Armstrong is joined by James Hughes. head of investment advisory at Live Oak Bank, to discuss how and why Live Oak became one of the earliest lenders to RIAs, helping facilitate

In this episode, David Armstrong is joined by Shirl Penney, President and CEO of Dynasty Financial Partners, diving into the history and ecosystem of the independent financial advisor movement. Shirl

In this episode, recorded live at the Wealth Management EDGE conference at the Diplomat Beach Resort Hollywood in Florida, David Armstrong is joined by Robert Sofia, Founder and CEO of Snappy Kraken,

In this episode, David Armstrong is joined by Founder and CEO of Altruist, Jason Wenk, to talk about the state of advisor technology and the move toward consolidation of onboarding, custodial services

In this episode, David Armstrong talks to Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions. The son of a financial advisor, Crosby holds a Ph.D in psychology from Brigham Young U

Sometimes, your clients might get emotionally carried away and make irrational money decisions, especially during times of high market fluctuations. It is your responsibility, as their advisor, to rem

In this episode, David Armstrong is joined by Carter Gibson, vice president and head of advisor M&A at LPL Financial. Working with a network of some 20,000 independent advisors, Gibson and his team ha

By November 2022, all advisors will have to be in compliance with the new rules for marketing and advertising their firms, including the use of client and third-party testimonials. Understanding what