Power Your Advice

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 volatility and uncertainty, and highlights the innovative solutions Simplify offers, such as liquid alternatives, defined outcome strategies, and the use of derivatives. Paisley delves into the imp...

Today, Doug is joined by VanEck’s Fran Rodilosso , Head of Fixed Income ETF Portfolio Management, and Bill Sokol ,  Director of Product Management, to break down the opportunities in Collateralized Loan Obligations (CLOs) and why they’re gaining traction with investors. They explain how CLOs offer higher yields, low default rates, and floating-rate protection against interest rate volatility, maki...

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 and smart exposures. Today, Doug and Jeff discuss how WisdomTree’s investment strategies can help investors navigate market volatility in 2025. He highlights the firm’s two key funds—WisdomTre...

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 skyrocketed from $19B to $30B AUM, emphasizing a client-first approach, strategic M&A, and culture-driven growth. He also discusses expansion plans, AI’s impact on efficiency, and the challenges of scalin...

In this episode, we have with us Samantha Russell , the Chief Evangelist at FMG Suite . Doug and Samantha unpacked FMG’s 2025 Marketing Guide to explore how financial advisors can turn this year’s challenges into opportunities. From optimizing your website to growing your network, we share the strategies to elevate your marketing game.   Resources:  Follow Samantha! FMG’s 2025 Marketing Guide...

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 strengthen the financial well-being of their customers and deliver better outcomes for the clients and businesses. In this episode, the focus is product innovation and solutions for financial advisors—from...

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 management consulting, academia, and leadership roles, including as CEO and CIO of the World Bank’s Multilateral Investment Guarantee Agency. They discuss the evolution, challenges, and importance of ESG...

Robert Huntsman is the Chief Data Officer at iCapital , a company dedicated to powering the world’s alternative investment marketplace. In this episode, Doug and Robert explore the advancement of data management and solutions, highlighting the technology-driven tools transforming private market investing. Also discussed: Robert’s role at iCapital, focusing on optimizing data governance, anal...

Paul Ma  is 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 well-being of their customers and deliver better outcomes for the clients and businesses. This episode explores how  portfolio construction  (PC) analysis tools and innovative review strategies help f...

Advisorpedia welcomed Craig Martin , the Managing Director and Global Head of Wealth & Lending Intelligence at J.D. Power . This episode unpacks the findings from J.D. Power’s 2024 U.S. Advisor Online Experience Study, highlighting how asset managers can thrive by prioritizing ease of doing business.   Learn More:  J.D. Power Source

WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures.  Kevin Flanagan is the Head of Fixed Income Strategy at WisdomTree, joining us to discuss the latest developments in monetary policy, inflation trends, fixed income strategies, and investment opportunities for 2025. Also discussed: The F...

In this podcast,  Chris Battaglia  talks with economist and author of “Money Magic: an Economist’s Secrets to More Money, Less Risk & Better Outcomes”,  Larry Kotlikoff , to discuss his innovative financial planning tools, Maxifi.com and MaximizeMySocialSecurity.com . The episode emphasizes the latest feature of the Maxifi Planner—the Roth conversion optimizer—which helps maximize lifetime dis...

In this episode, we’re joined by Nicole Morgan , recently appointed Invest in Other’s first Chief Development Officer. Invest in Others works as a nonprofit to help financial professionals support charitable causes in their communities. Topics also discussed: Nicole’s career journey in nonprofit fundraising. How Invest in Others highlights and inspires the philanthropic efforts of financial adviso...

WisdomTree  works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures. Ryan Krystopowicz  is the Director of Client Solutions at WisdomTree. In this episode, Ryan reveals how leveraging model portfolios can save time, enhance client satisfaction, and improve advisory efficiency Also discussed: Ryan Krystop...

Mayank Goradia  is the Senior Vice President and Head of Integrated Portfolio Construction Delivery at Fidelity Investments. Fidelity provides a wide range of investment and wealth management services, striving to strengthen the financial well-being of their customers and deliver better outcomes for the clients and businesses. This episode covers the evolving role of  portfolio construction  and h...

Host Chris Battaglia interviews Elizabeth Fernando , CIO of NEST. The two discuss the history and growth of NEST, which was established in 2010 to address the lack of workplace pensions and the need for affordable retirement savings. The podcast was recorded ahead of the Global Fiduciary Symposium which took place from November 11th to 14th in Tokyo, Japan. Key Notes: NEST was created following th...

On this episode of Power Your Advice, our host, Chris Battaglia, interviews Professor Takatoshi Ito from Columbia University about the future of Japan’s asset management business. The two cover recent monetary policy changes and initiatives to attract foreign investors, strengthen corporate governance, and build a more globally connected financial hub.  The podcast comes ahead of Professor Ito&#82...

This episode dives into how BetaNXT’s new CEO, Bob Santella , is revolutionizing wealth management with cutting-edge data integration, personalization, and innovative tech solutions.   Topics also discussed: Bob discusses his plans to drive innovation at BetaNXT, aiming to help clients grow their businesses by expanding product offerings and integrating advanced technology. He highlight...

Today we’re joined by the team at  iCapital , a company dedicated to powering the world’s alternative investment marketplace. We welcome  Josh Freeman , Vice President of Research and Due Diligence, and  James Costabile , Managing Director and Head of Alternatives Distribution. In this episode, we explore tax-efficient strategies to help investors and advisors navigate year-end planning and...

Jim Dickson is the Founding Partner and CEO of Elevation Point. Elevation Point partners with financial advisors and independent RIAs, offering strategic guidance and resources to accelerate business growth. In this podcast, Jim and Doug discuss Elevation Point and their unique approach as an accelerator rather than an aggregator in the wealth management industry.   Topics also discussed: Ele...

Kingswood U.S. recently announced the successful partnership of the Nashville, Tennessee-based Eudaimonia Partners and Eudaimonia Advisors (Collectively known as “Eudaimonia”).  Additionally, it entered a strategic alliance with Eudaimonia Asset Management, a turnkey asset management-based RIA. The three RIAs under the Eudaimonia Group collectively represent more than $1 billion in tot...

WisdomTree  works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures. Kevin Flanagan  is the Head of Fixed Income Strategy at WisdomTree, joining us to share expert insights on the shifting yield curve, Federal Reserve rate strategies, and actionable tips for managing fixed-income portfolios in today&#821...

Elias Ghanem is the Global Head of Capgemini Research Institute for Financial Services. Capgemini is a global partner in business and technology transformation, helping organizations accelerate their digital and sustainable transitions for tangible impact on both enterprises and society. In this podcast, we explore the record-breaking growth of high-net-worth individuals (HNWIs) and the factors co...

Michelle Arpin Begina is a Senior Partner and Managing Director at Snowden Lane Partners. Snowden Lane is a $13 billion RIA firm providing global independent wealth advice.  In this podcast, Michelle discusses her book Be Good with Money, drawing from her 30-year career to offer insights combining social psychology and financial therapy. Also discussed: The inspiration behind the book and its targ...

Matt McCarte is the Managing Director and Head of Wealth Management of Pitcairn: a century-old family office located in suburban Philadelphia with $8.3 billion in assets under advisement.  In this episode, we explore Pitcairn’s approach to wealth management and the strategies behind guiding ultra-high net worth families in preserving their legacy.    Topics Discussed: The history of Pit...