Bryan Sajjadi, a Capital Market Strategist at Fidelity Investments, shares how Fidelitys privately owned structure and long-term orientation influence the way investment decisions are made. He outlines how the firms global research platformspanning equ

Ryan Frederick, founder of Here.life, explains why place planning is an increasingly importantbut often overlookedfactor in long-term wellbeing and financial outcomes. He argues that where people live has a profound impact on health, relationships, pu

Rob Arnott, Founder and Chairman of Research Affiliates, breaks down what he sees in todays marketsfrom bubble-like pricing in some AI leaders to the behavioral traps that push investors toward the latest market fads. He emphasizes that advisors can add

Carly Brooks, Senior Vice President of Advanced Sales at Crump Life Insurance Services, outlines how the firm is elevating advanced planning from a technical resource into a true strategic partnership

Wes Crill, Senior Client Solutions Director and a Vice President at Dimensional Fund Advisors, joins Doug to break down the biggest myths around volatility-proofing portfolios. He explains that reducing volatility always comes with trade-offs most oft

Matt Kaufman, Global Head of ETFs at Calamos, returns with big news: CAIE has earned two major industry honorsthe SRP Americas Most Innovative Product Award and Structured Product Intelligences Deal of the Yearrare recognition for an ETF in a category

Chris Cherry, Head of Partnerships at Future Proof, joins us to talk about Future Proof Citywide and how it expands on the Future Proof Festival model by moving into Miami Beach, allowing the event to

We welcome back Samantha Russell, Chief Evangelist at FMG, to break down the marketing shifts defining 2025 and how advisors can carry them into 2026. Samantha says AI has transformed both how content

Kevin Flanagan, Head of Fixed Income Strategy atWisdomTree, joins us to discuss how advisors can navigate uncertainty as the Fed manages policy in a flying blind environment. He explains why Treasury Floating Rate Notes remain a cornerstone even in a r

Alex Khassa, Founder and CEO of Clients Blackbox, joins us to discuss how financial advisors can grow more efficiently by shifting from demand capture to demand generation. He explains why traditional