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.
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.
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.
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.
First Rate CEO Craig Wietz discusses OnPoint Reporting, a finalist in the Technology Providers: Wealth Reporting category of the 2015 Wealth Management Industry Awards.
First Rate CEO Craig Wietz discusses the firm's Goals Based Reporting initiative, a finalist in the Thought Leadership: Industry/Advocacy category of the 2015 Wealth Management Industry Awards.
Leo Kelly, founder, CEO and Managing Partner of Kelly Wealth Management at Hightower, discusses the myths, realities and issues that arise in the new HBO show, "Ballers."
Doug Baxley, Assistant Vice President, Compliance, for SSN, discusses FOCALweb, a finalist in the technology category of the 2015 WealthManagement.com Industry Awards.
Kevin DiSano, executive vice president and chief portfolio strategist, IndexIQ, describes the firm's two new funds and details the benefits of its acquisition by New York Life at the IMCA annual conference in Las Vegas.
