Hosted by 3D/L Financial Group, LLC. we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.
Advisor Perspectives
Capintel
iSectors® LLC
Allspring Global Investments
Helios Quantitative Research
NCM Investments
Orion Portfolio Solutions
bogleheads
Macan Nia, Kevin Headland
ABHISHEK PANDEY
AdvisorAnalyst.com
Grayhawk Wealth
SMArtX Advisory Solutions
Franklin Templeton Investments
Fidelity Institutional
Investment Magazine
Fairport Wealth
None
JNBA Financial Advisors
Richard Infantino
Peter Lazaroff
James DeAngelis
Client Strategy Office
None
John Kalogriopoulos
Styre Wealth
Antonino Blancato
Mr. Mar.
BNN Bloomberg
Allan Gray
J.P. Morgan Asset Management
Gordon Asset Management, LLC
Yelena Forbes
Frontier Investment Management
Stuart Holdsworth
Closed-End Fund Association
Promo Naskar
CFA Dallas/Fort Worth
Akshay Tiwari
Nutmeg investing
Paul Merriman
DoubleLine
Denver Wealth Management
Legal & General Investment Management
Worth Media
Embark Group
Kevin Simpson
Dynamic Funds
Lorne Steinberg Wealth Management Inc.
Mark Reynolds
Russell Investments
Morningstar
Justin Newdigate
Dr. Daniel Crosby
ONE Investment
BX CIO
FLX Networks
The Investor Coaching Show
Lou Melone
ValueWalk
Costanzo Financial Group (CFG)
Capital Link, Inc.
Capital Link, Inc.
PenderFund Capital Management Ltd
BNP Paribas Asset Management
[i3] Podcast
Brighthouse Financial
Square Mile Research
abrdn
CFA Society Orlando
AllMoneyMatters
WP Talk
Arabesque AI
Strictly Business
Kasturi Sanap
morningstar.co.uk
Destination Retirement
Sunpointe Investments
Primedia Broadcasting
InvestmentNews
Marco Schwartz: Entrepreneur, Investor & Author
Helios Quantitative Research
Finwedge
Fidelity Investments
None
Julie Mochan
ISS Market Intelligence
Moneywise
Robert Morier
Dynamic Funds
Lisa and Elizabeth Monsen
Fortress Fund Managers
JRL Money
Brandes Investment Partners
Wealth Stewards Inc.
NS Capital
abrdn Investment Trusts
Ray Higgins
Todd Hoffman