Portfolio Manager Commentaries

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RIA Channel - David Seeber - Foundation Source - 4.21.25

Foundation Source’s Seeber On Foundations And Donor-Advised Funds


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RIA Channel - Phil Graham - Inland Group - 4.21.25

Inland Securities Corporation’s Graham On Tax-Advantaged Real Estate Investments


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RIA Channel - Brendan McCurdy - Ares - 4.17.25

Ares’ McCurdy On Providing Transparency In Private Markets


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Advisor360°’s Tedesco On The Role Of AI For Financial Advisors


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RIA Channel - Dana D’Auria - Envestnet - 4.16.25

Envestnet’s D’Auria On TAMPs And Customized Index Portfolios


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RIA Channel - Tom Bradley - Schwab Advisor Services - 4.16.25

Schwab Advisor Services’ Bradley On Growth Tools For Advisors


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RIA Channel - Charles Byrne - Jeffries Credit Partners - 4.15.25

Jefferies Credit Partners’ Byrne On Direct Lending To Sponsor-Backed Borrowers


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RIA Channel - John O'Connell - The Oasis Group

The Oasis Group’s O’Connell On Mapping Artificial Intelligence In Wealth Technology


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RIA Channel - Martin Tarlie - Nebo Wealth - 4.10.25

Nebo Wealth’s Tarlie On Defining Risk In Terms Of Wealth, Not Volatility


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SpiderRock Advisors’ Metz On Tax-Aware Options Overlay Strategies


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