Multimedia Library - Video http://wealthmanagement.com/media/all/video en Industry Award Finalist: JP Morgan Asset Management Guide to Retirement http://wealthmanagement.com/industry-awards-coverage/industry-award-finalist-jp-morgan-asset-management-guide-retirement <div class="node-body video-body">Katherine Roy, Chief Retirement Strategist, J.P. Morgan Asset Management, discusses Guide to Retirement, a finalist in the Thought Leadership - Investing category of the 2015 WealthManagement.com Industry Awards.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/industry-awards-coverage/industry-award-finalist-jp-morgan-asset-management-guide-retirement" target="_blank">read more</a></p> http://wealthmanagement.com/industry-awards-coverage/industry-award-finalist-jp-morgan-asset-management-guide-retirement#comments Industry Awards Coverage Videos Mon, 03 Aug 2015 15:35:00 +0000 957661 at http://wealthmanagement.com Investment Strategy Showcase: Aberdeen Asset Management http://wealthmanagement.com/videos/investment-strategy-showcase-aberdeen-asset-management <div class="node-body video-body">Aberdeen Asset Management's Devan Kaloo, head of Global Emerging Markets Equities and Global Head of Equities, discusses three main issues facing emerging markets — China, U.S. monetary policy and earnings.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/videos/investment-strategy-showcase-aberdeen-asset-management" target="_blank">read more</a></p> http://wealthmanagement.com/videos/investment-strategy-showcase-aberdeen-asset-management#comments Investment Strategies Equities Videos Mon, 03 Aug 2015 15:16:00 +0000 957651 at http://wealthmanagement.com Live from Morningstar Investment Conference: Q&A with 361 Capital's Tom Florence http://wealthmanagement.com/2015-morningstar-investment-conference/live-morningstar-investment-conference-qa-361-capitals-tom-fl <div class="node-body video-body">Tom Florence, president and CEO of 361 Capital, discusses the firm's strategies for its alternative mutual funds.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/2015-morningstar-investment-conference/live-morningstar-investment-conference-qa-361-capitals-tom-fl" target="_blank">read more</a></p> http://wealthmanagement.com/2015-morningstar-investment-conference/live-morningstar-investment-conference-qa-361-capitals-tom-fl#comments 2015 Morningstar Investment Conference Alternative Investments On Location Mutual Funds Videos Wed, 29 Jul 2015 14:02:00 +0000 953661 at http://wealthmanagement.com Industry Award Finalist: Morningstar By All Accounts Platform http://wealthmanagement.com/industry-awards-coverage/industry-award-finalist-morningstar-all-accounts-platform <div class="node-body video-body">Morningstar Head of Global Advisor Solutions Tricia Rothschild discusses the firm's By All Accounts Platform, a finalist in the Technology Providers: Account Aggregation category of the 2015 Wealth Management Industry Awards.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/industry-awards-coverage/industry-award-finalist-morningstar-all-accounts-platform" target="_blank">read more</a></p> http://wealthmanagement.com/industry-awards-coverage/industry-award-finalist-morningstar-all-accounts-platform#comments Industry Awards Coverage Videos Tue, 28 Jul 2015 19:19:00 +0000 953891 at http://wealthmanagement.com Industry Award Finalist: WBI Enhanced SMA http://wealthmanagement.com/industry-awards-coverage/industry-award-finalist-wbi-enhanced-sma <div class="node-body video-body">WBI President Matthew Schreiber discusses the firm's Enhanced SMA initiative, a finalist in the Asset Managers: Separate Accounts category of the 2015 Wealth Management Industry Awards.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/industry-awards-coverage/industry-award-finalist-wbi-enhanced-sma" target="_blank">read more</a></p> http://wealthmanagement.com/industry-awards-coverage/industry-award-finalist-wbi-enhanced-sma#comments Industry Awards Coverage Videos Tue, 28 Jul 2015 14:40:00 +0000 953691 at http://wealthmanagement.com Industry Award Finalist: Live Oak Bank Succession Lending Platform http://wealthmanagement.com/industry-awards-coverage/industry-award-finalist-live-oak-bank-succession-lending-platform <div class="node-body video-body">Live Oak Bank Managing Director Jason Carroll discusses the firm's Succession Lending Platform, a finalist in the Disruptors: Industry category of the 2015 Wealth Management Industry Awards.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/industry-awards-coverage/industry-award-finalist-live-oak-bank-succession-lending-platform" target="_blank">read more</a></p> http://wealthmanagement.com/industry-awards-coverage/industry-award-finalist-live-oak-bank-succession-lending-platform#comments Industry Awards Coverage Videos Tue, 28 Jul 2015 14:22:00 +0000 953671 at http://wealthmanagement.com Industry Award Finalist: First Rate OnPoint Reporting http://wealthmanagement.com/industry-awards-coverage/industry-award-finalist-first-rate-onpoint-reporting <div class="node-body video-body">First Rate CEO Craig Wietz discusses the firm's OnPoint Reporting initiative, a finalist in the Technology Providers: Wealth Reporting category of the 2015 Wealth Management Industry Awards.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/industry-awards-coverage/industry-award-finalist-first-rate-onpoint-reporting" target="_blank">read more</a></p> http://wealthmanagement.com/industry-awards-coverage/industry-award-finalist-first-rate-onpoint-reporting#comments Industry Awards Coverage Videos Fri, 24 Jul 2015 15:01:00 +0000 951691 at http://wealthmanagement.com Industry Award Finalist: First Rate Goals Based Reporting Initiative http://wealthmanagement.com/industry-awards-coverage/industry-award-finalist-first-rate-goals-based-reporting-initiative <div class="node-body video-body">First Rate CEO Craig Wietz discusses the firm's Goals Based Reporting initiative, a finalist in the Though Leadership: Industry/Advocacy category of the 2015 Wealth Management Industry Awards.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/industry-awards-coverage/industry-award-finalist-first-rate-goals-based-reporting-initiative" target="_blank">read more</a></p> http://wealthmanagement.com/industry-awards-coverage/industry-award-finalist-first-rate-goals-based-reporting-initiative#comments Industry Awards Coverage Videos Fri, 24 Jul 2015 14:43:00 +0000 951661 at http://wealthmanagement.com Just How Realistic Is 'Ballers?' http://wealthmanagement.com/client-relations/just-how-realistic-ballers <div class="node-body video-body">Leo Kelly, a real-life financial advisor to pro athletes, discusses the myths, realities and issues that arise in the new HBO show on sports stars and their money managers, "Ballers."</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-relations/just-how-realistic-ballers" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/just-how-realistic-ballers#comments Industry Practice Management Client Relations Videos Thu, 23 Jul 2015 13:50:00 +0000 950331 at http://wealthmanagement.com Live from Morningstar Investment Conference: Q&A with Dawn Mangerson, McDonnell Intermediate Municipal Bonds http://wealthmanagement.com/2015-morningstar-investment-conference/live-morningstar-investment-conference-qa-dawn-mangerson-mcdo <div class="node-body video-body">Dawn Mangerson, McDonnell Intermediate Municipal Bonds, discusses the be places for fixed-income investors to look in this current economic climate, including what to do when interest rates rise.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/2015-morningstar-investment-conference/live-morningstar-investment-conference-qa-dawn-mangerson-mcdo" target="_blank">read more</a></p> http://wealthmanagement.com/2015-morningstar-investment-conference/live-morningstar-investment-conference-qa-dawn-mangerson-mcdo#comments 2015 Morningstar Investment Conference On Location Fixed Income Videos Mon, 20 Jul 2015 15:04:00 +0000 947411 at http://wealthmanagement.com