Welcome to the Frontier of Finance: an original podcast hosted by CapIntel’s CEO and Founder, James Rockwood. For the past four years, James has been on a mission to help advisors and asset managers improve the wealth management industry. On each episode, you'll hear directly from leading asset managers on their latest product launches and milestones. We'll give you an exclusive look at what makes these products different, why they were built, who is behind them, and how to use them in portfolios. You can expect to hear from forward-thinking professionals from the largest banks and leading independent firms. We'll go beyond the surface level to bring you credible information on the latest in wealth and asset management. Tune in, subscribe wherever you get your podcasts, and drop us a five-star rating and review on Apple Podcasts. We'll see you on the frontier.
3D/L Financial Group
Kelly L. Palmer, CFA
Allspring Global Investments
Orion Portfolio Solutions
CFA Dallas/Fort Worth
iSectors® LLC
Fortress Fund Managers
bogleheads
Mark Reynolds
Denver Wealth Management
Rhina Namsia
ONE Investment
John Kalogriopoulos
Justin Newdigate
J.P. Morgan Asset Management
Schechter
ValueWalk
Stuart Holdsworth
James Osborne
Aditya Birla Sun Life Mutual Fund
Value Research
Sunpointe Investments
AdvisorAnalyst.com
Closed-End Fund Association
The Business Times
StashAway
Grayhawk Wealth
ithought
Macan Nia, Kevin Headland
CAIS
Solid Gold Podcasts #BeHeard
Advisor Perspectives
Glide
Dynamic Funds
NCM Investments
SMArtX Advisory Solutions
PenderFund Capital Management Ltd
Arabesque AI
Primedia Broadcasting
Scott Salaske
ISS Market Intelligence
Peter Lazaroff
The Gavin Graham Show
Fairport Wealth
Lion's Eye Wealth
Client Strategy Office
Barclays
Tomas Vargas Harvard
CFA Society Calgary
Granderson Wealth Management
Kashyap garikapati
Thane Stenner
Fidelity Investments
Investment Magazine
Strictly Business
Shobhit Kumar
InvestmentNews
Styre Wealth
Coronation Fund Managers
JRL Money
BNP Paribas Asset Management
Wealth Stewards Inc.
Brandes Investment Partners
Appleton Group
IVM Podcasts
Sulaiman Akbar
GuruFocus
Veracity Capital
UTI Swatantra
Moneywise
Morningstar
Dave Ndebu
BPI Asset Management and Trust Corporation
Mr. Mar.
RankiaPro
None
Ted Seides
Jonathan Gibson
Nutmeg investing
Willis Towers Watson
BX CIO
Scott Salaske
The Association of Asian American Investment Managers (AAAIM)
Gordon Asset Management, LLC
ABHISHEK PANDEY
None
Symmetry Partners, LLC
ROI.ky
Fidelity Institutional
alumni UBC
Franklin Templeton Investments
JNBA Financial Advisors
John Mihaljevic, CFA
Brian C. Beasley
GuideStone Funds
Finwedge
CFA Society Orlando
Worth Media
Lane Clark & Peacock
Morningstar