Lori Hardwick is our industry's "Swiss Army Knife." She's successfully served in both strategic and operating roles. She can move effortlessly between conversations on asset management, fintech, and the state of custodians and broker/dealers (more...)

As Co-CEO of Dimension Fund Advisors (DFA), Dave Butler leads one of the largest mutual fund companies in the world. He and his colleagues have been wildly successful taking DFA from $9 billion in assets in 1995 to over $530 billion today (more...)

Hall of Famer Tara VanDerveer is the all-time winningest coach in NCAA women’s basketball history. She and her Stanford University team just capped off a magical year by winning the 2021 NCAA championship (more...)

Tim Kochis, former Chairman & CEO at Aspiriant, is a true pioneer in the wealth management industry. (more...)

Rachel Robasciotti, the CEO of Adasina Social Capital, is truly changing the way investing can lead to material changes in the most problematic issues in our society. (more...)

Marc Butler is the President & COO of the blazing hot fintech company called Skience. Like many in our industry, Marc's illustrious career traveled through the RIA custodian vertical. (more...)

It’s not every day you get to interview a Nobel Laureate. I am honored that Dr. William F. Sharpe sat down to talk with me about the Sharpe Ratio, retirement planning, and why his focus has evolved from accumulation of wealth for retirement (more...)

Basketball is one of my passions, so recording this episode was a blast! Chris Dudley and Detlef Schrempf played a combined 32 years in the NBA, and have chosen financial services as their second career. (more...)

Samantha Russell has been named to Investment News’s “40 Under 40” and to wealthmanagement.com’s “10 to Watch” list for her work in creating dynamic websites and digital marketing strategies for Advisors (more...)

I’ve known and respected Jeff Kleintop, Chief Global Investment Strategist at Charles Schwab and Co, Inc, for a long time. (more...)