Tim Maurer is a financial advisor and author who most recently took on the role of Chief Advisory Officer at SignatureFD. In this episode of the Advisor Innovations podcast, Maurer talks with David Ar

For many advisors, Larry Swedroe needs no introduction; Hes the author of numerous books on investing, a frequent columnist in advisor publications, including Wealthmanagement.com, and the Head of Fi

Advisors have long been aware that the better they know the client, the better client experience they can provide. Advisory boards and feedback surveys have been around forever to give the advisor som

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