Joe Barrato, CEO, Arrow Funds, sat down with Julie Cooling, Founder & CEO, RIA Channel to discuss the launch of two new Arrow ETFs: DWCR (Dorsey Wright Country Rotation ETF) and DOGS (Dogs of the World ETF). DWCR invests in the ten strongest countries with the strongest relative strength and the DOGS ETF invests in the five worst performing non-U.S. countries in the world with the goal of buying...

Three Bell Capital ranked #1 on the Top 100 Emerging Wealth Management Firms by RIA Channel. Jon Porter, CEO, Three Bell Capital sat down with with Julie Cooling, Founder and CEO of RIA Channel to discuss his firm's success and plans for continued growth. Based in Silicon Valley, Three Bell Capital works with many entrepreneurs and start up businesses.  Their focus on alternative wealth building strategies coupled with delivery of comprehensive...

Eric Hage, Founder & CIO, Mohican Financial sat down with Julie Cooling, Founder & CEO, RIA Channel to discuss the Absolute Convertible Arbitrage Fund (ARBIX).  With over 30 years of trading convertible bonds, Hage's experience in this research-driven, labor intensive strategy is quite unique. As an Absolute Advisers sub-adviser, Mohican's strategy, which in the past was restricted to hedge fund investors, is available in a mutual fund. A convertible bond...

By Nasdaq Global Information Services There are many ways in which owning shares of publicly-listed companies can generate wealth; most typically it is through stock price appreciation. Two other important forms of wealth generation include dividends and stock buybacks. Highly successful companies can sometimes reach a position where they are generating more cash than they can reasonably reinvest in the business. During the financial crisis of 2008, investors pressured companies...

Matt Oechsli, CEO of The Oechsli Institute discusses his research and coaching of elite advisors and their methods to grow, service and perform the necessary multidimensional components of a successful advisory business.

Mark Spina, Head of Advisor Business, Russell Investments and Julie Cooling, Founder & CEO, RIA Channel, discuss Russell's recent success working with advisors on model portfolios utilizing ETFs, mutual funds and alternative investments. Spina describes the advisor ecosystem in working with portfolio managers, advisors and ultimately clients to customize solutions that best match client financial goals within certain risk profiles. Russell has been in business since 1936 and is...

When John Goldstein sold his Imprint Capital to Goldman Sachs Asset Management in 2015, he took it as a sign that his 8 years in the trenches of the ESG investment world helped lead a quiet revolution in do-good portfolio management. The bulge bracket was not only listening to the big institutional investor, but also to independent advisors who were increasingly finding clients inquiring about so-called impact investing. One...

Suzanne Mestayer, Managing Principal, ThirtyNorth Investments talks with Julie Cooling, Founder & CEO, RIA Channel about founding her now more than $130 million and growing RIA business. With a focus on gender-lens investing, ThirtyNorth is now celebrating their one year anniversary of their "Women Impact Strategy". This separately managed account identifies 50 of the top 500 global companies leading in gender diversity that also indicate factors of strong value and...

By Alyson Velati July 13, 2017 Outsourced CIO (OCIO) Investure has recently come under scrutiny again from clients as they seek to better align their investments with their missions. One of Investure’s clients, the $286.8 million Barnard College Endowment, is evaluating its relationship following its announcement to divest from fossil fuel, says Rob Goldberg, chief operating officer of the college, via email. “Barnard College’s endowment is managed by Investure and has been...

Bigger is not always better, says John West, head of client strategies at Research Affiliates in Newport Beach, California. The 15 year old firm created by Rob Arnott and Chris Brightman works with other investment firms like Invesco for product development and distribution. Research Affiliates was one of the first firms to stake their claim to the smart beta movement, if you will, launching a tradable index in 2005....