The Wealth Advisor

📢 A Message from Jerry Cooper, Publisher of Wealth Advisor Magazine: I'm extremely excited to share a groundbreaking development in our industry. We've reached a remarkable milestone that's set to transform how you consume and utilize wealth management insights. 💸📺 Introducing Wealth Advisor TV: Your new go-to resource for keeping up with with latest and greatest innovators of the financial world. We've just completed an unprecedented 70 in-depth interviews at Future Proof 2024, capturing the wisdom of the industry's brightest minds. The response has been overwhelmingly positive, and we can't thank everyone enough for your enthusiasm and support towards this impactful new series. By subscribing to the #WealthAdvisorTV Newsletter, you get access to: • Unparalleled Industry Insights: Gain knowledge from top industry leaders and innovators • Cutting-Edge Content: Stay ahead with discussions on emerging financial trends and strategies • Convenience: Easy viewing right here on LinkedIn via our Wealth Advisor TV Magazine • Cost-Free Value: All this invaluable content is available at no cost to our community 🔔 Here's how to make the most of Wealth Advisor TV: 1. Hit 'Follow' now to never miss an episode by clicking here: https://shorturl.at/8nB9E 2. Like and share our videos to spread valuable insights within your network 3. Engage in the comments – your questions and thoughts could shape future content! 4. Watch weekly to stay consistently informed.   As we embark on this exciting journey, I invite you to be part of our growing community of forward-thinking professionals. Together, we'll explore the frontiers of wealth management, tackle industry challenges, and uncover opportunities for growth.   Don't just prepare for the future – shape it with Wealth Advisor TV.  Subscribe now and let's revolutionize wealth management together!   Warm regards, Jerry Cooper Publisher, Wealth Advisor Magazine   #WealthAdvisorTV #FutureProofAdvisor #WealthManagement #FinancialAdvisors #RIA #InvestmentStrategies

Some firms remind us that while crypto may be in its early innings, it's no longer playing in the minor leagues. ⚾️ On this edition of #WealthAdvisorTV, we sit down with Matthew Hougan of Bitwise Asset Management to discuss Hougan's approach to positioning as a pure-play crypto expert rather than being all things to all investors, and how that translates into Bitwise being a strong strategic play for any advisor. Subscribe to The Wealth Advisor TV Newsletter to learn from the greatest Finance Innovators & Entrepreneurs the industry has to offer. ⬇️⬇️⬇️⬇️⬇️ #Finance #Crypto #Bitcoin

Nuclear power isn't just clean energy anymore—it's becoming the savvy advisors secret weapon. In this edition of #ETFInnovators, we sit down with Coulter Regal, CFA of VanEck to discuss how their ticker #NLR is bridging the gap between traditional utilities and the AI revolution. From data centers to deep learning, Coulter breaks down how #NLR is turning the 'old school' nuclear sector into tomorrow's growth story. Learn more about #NLR here: https://lnkd.in/gcCs3fbc Subscribe to The Wealth Advisor ETF Innovators Newsletter to stay plugged into the world of Finance, ETFs and much more. ⬇⬇⬇ #ETFs #NuclearPower #AI #Uranium

In this edition of #ETFInnovators, the wonderful Petra Bakosova of Hull Tactical Asset Allocation (HTAA) returns once again to discuss how their fund #HTUS is re-writing the playbook on how machine learning meets market timing. learn more about #HTUS here: https://lnkd.in/gyAp2VBW Subscribe to The Wealth Advisor ETF Innovators Newsletter to stay plugged into the world of Finance, ETFs and much more. ⬇⬇⬇ #ETFs #Investor #AI

America's Direct Indexing Buyers Guide is live! Thank you to Orion, Neuberger Berman, Franklin Templeton, Syntax Data, Russell Investments, Symmetry Partners, LLC, Northern Trust Asset Management, Natixis Investment Managers, Frec, CoinDesk, Brooklyn Investment Group, Adhesion Wealth Advisor Solutions and Smartleaf for the partnership.

On this edition of #WealthAdvisorTV, we share an extremely insightful conversation with Natalie Wolfsen, CEO of Orion to discuss how Orion utilizes a multitude of tactics to become the premiere advisor services platform. With over 30% of advisors using AI daily, and powerful tools like Redtail Speak at their holster, Orion is creating a wealth tech ecosystem that's both insightful, and sensitive to the users needs. Natalie helps showcase that AI isn't just a buzzword anymore. 🤖 Subscribe to The Wealth Advisor TV Newsletter to learn from the greatest Finance Innovators & Entrepreneurs the industry has to offer. ⬇️⬇️⬇️⬇️⬇️ #AI #Finance #Orion

Any firm that's able to bring predictability to an unpredictable market is bound to turn heads. 👀 In this edition of #WealthAdvisorTV, we chat with Burke Ashenden of Innovator ETFs® about how they've taken a bold step in transforming complex financial instruments into something more accessible. Through their tickers #QFLR and #SFLR, Innovator has been able to take the DNA of structured notes + annuities, and splice it into the ETF format. The result is a hybrid that offers the best of both worlds: the defined outcomes of structured products with the transparency and liquidity of ETFs. Subscribe to The Wealth Advisor TV Newsletter to learn from the greatest Finance Innovators & Entrepreneurs the industry has to offer. ⬇️⬇️⬇️⬇️⬇️ #ETFs #Innovator #BufferETFs

Today on #WealthAdvisorTV, we sit down with Molly Weiss of Envestnet, Inc to talk about the companies tech-forward solutions to strengthening the advisor-client relationship. Molly gives us a peak behind the curtain on their process of modernizing and connecting technologies, as well as the uphill battle that has allowed Envestnet to become the industry leaders they are today. Subscribe to The Wealth Advisor TV Newsletter to learn from the greatest Finance Innovators & Entrepreneurs the industry has to offer. ⬇️⬇️⬇️⬇️⬇️ #Investor #Technology #AI

In this edition of #WealthAdvisorTV, we talk with the one and only Christian Faes of Faes & Co about how he's flipping the script on residential real estate investing. 🏡 Drawing from 20 years of experience in the field, Faes brings his enlightened and seasoned approach to hone in on "property entrepreneurs", and how his unique focus on residential properties feels like a breath of fresh air within the sector. Subscribe to The Wealth Advisor TV Newsletter to learn from the greatest Finance Innovators & Entrepreneurs the industry has to offer. ⬇️⬇️⬇️⬇️⬇️ #RealEstate #Investor #PropertyInvestment

For many investors, Innovation is not a static concept, but a constant driver that reminds oneself to never settle at "good enough". Anna Paglia is the proud poster child of that mentality. 🚀 On this edition of #WealthAdvisorTV, we had the privilege of sitting down with Anna Paglia of State Street Global Advisors to discuss the vision behind State Street's dominance in the ETF space. From their new partnership with Galaxy, to the vast world of diverse digital assets, our conversation with Anna was truly one for the books that you won't want to miss. Subscribe to The Wealth Advisor TV Newsletter to learn from the greatest Finance Innovators & Entrepreneurs the industry has to offer. ⬇️⬇️⬇️⬇️⬇️ #ETFs #Crypto #Finance #SPY #SPDR