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

In this episode, Doug is joined by Courtney Tsai, Senior Manager of Charitable Strategies Group at DAFgiving360TM. They delve into the benefits of donor-advised funds (DAFs) and how DAFgiving360 simpl

Jeff Weniger is the Head of Equity Strategy 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

Jason Ozur is the CEO of Lido Advisors, a firm dedicated to providing clients with advanced wealth management and comprehensive, holistic financial services. Today, Jason shares how the firm skyrocket

In this episode, we have with us Samantha Russell, the Chief Evangelist at FMG Suite. Doug and Samantha unpacked FMGs 2025 Marketing Guide to explore how financial advisors can turn this years chall

In this episode, Doug talks with Natalia Keene, an advanced sales consultant at Lincoln Financial, about their proprietary annuity income rider, i4LIFE Advantage, an optional benefit available only w

Ryan McKee is the Senior Vice President and Head of Emerging Product Specialists at Fidelity Investments. Fidelity provides a wide range of investment and wealth management services, striving to stren

Host, Chris Battaglia, interviews Keiko Honda, an adjunct senior research scholar at Columbia University and a prominent figure in global investment. Keiko shares insights from her experience in manag

Robert Huntsman is the Chief Data Officer at iCapital, a company dedicated to powering the worlds alternative investment marketplace. In this episode, Doug and Robert explore the advancement of data

Paul Mais the Vice President and Lead Portfolio Strategist at Fidelity Investments. Fidelity provides a wide range of investment and wealth management services, striving to strengthen the financial w