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 redu

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

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 Treasu

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

Today we welcome backFred Kaynor, Managing Director atDAFgiving360. Fred explains how donor-advised funds have become an effective way for individuals and families to maximize their charitable givi

Mike Foy, Managing Director and Head of Wealth Intelligence at J.D. Power, shares insights from the 2025 U.S. Financial Advisor Satisfaction Study. The research highlights a critical industry crossroa

Matt Schiffman, founder of totumai, joins us to share how the platform is reshaping advisor-client communication. By combining personality science with artificial intelligence, totumai helps advisors

Greg Banasz, Chief Marketing Officer at Steward Partners, shares how he brings the firms brand to life while empowering more than 200 independent advisors to express their individuality. Instead of a