In todays episode, Doug talks withKevin Jones, Divisional Sales Manager atLincoln Financial, about why fixed indexed annuities (FIAs) are gaining traction amid market volatility. With cash on the s

On todays episode, Doug talks with Dana DAuria, Group President and Co-Chief Investment Officer at Envestnet. Dana shares how advisors can support clients through turbulent markets by staying connec

Today, Doug talks with Matt Hougan, CIO of Bitwise Asset Management, about Bitcoins rapid evolution into a more stable, institutionally accepted asset. Matt explains how improved custody, regulation,

On this episode, Doug sits down with Chris Todd, CEO of Envestnet. With over $6.5 trillion in platform assets and 111,000 advisors, Chris discusses how Envestnet balances innovation and stability at s

In todays episode, Doug speaks with Frederick Blue, Managing Director at Wells Fargo Wealth and Investment Management, about the financial challenges athletes face during and after their careers. Wit

Today, Doug welcomes back Samantha Russell, Chief Evangelist at FMG, to talk about how advisors can turn market volatility into a marketing strength. Samantha stresses that during uncertain times, sil

In this episode, Doug speaks with Michael Scaplen, SVP and Head of Sales and Relationship Management at Axos Clearing. Michael shares how Axos has evolved from its legacy roots into a tech-forward cle

Jeremy Schwartz is the Global CIO at at WisdomTree. WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and sm

In this episode, Doug welcomes Paisley Nardini, a portfolio manager and multi-asset strategist at Simplify. Paisley discusses the significance of diversifying portfolios, especially in times of market

Today, Doug is joined by VanEcks Fran Rodilosso, Head of Fixed Income ETF Portfolio Management, and Bill Sokol, Director of Product Management, to break down the opportunities in Collateralized Loan