RIA Channel @RIAChannel
RIA Channel provides educational investment content and events for the largest financial advisor community in the industry. riachannel.com Wayne, PA Joined September 2014-
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Upcoming webcast: Practical ways to enhance after-tax returns via direct indexing - 1 CE Credit Register Now: tinyurl.com/33avn9cm #RIA #RIAChannel #Taxes #TaxPlanning #CECredit @NatixisWM
Altruist’s Will Steiner On Practice Management And Artificial Intelligence Watch now: tinyurl.com/y4ey9dfb #RIA #RIAChannel #PracticeManagement #AdvisorDrivenContent @altruist
American Endowment Foundation’s Karen Heath-Wade On Donor-Advised Funds Watch now: tinyurl.com/bychjktn #RIA #RIAChannel #DonorAdvisedFunds #PhilanthropicInvesting @AEF_DAF
Calamos Investments’ John Koudounis On The “Easy Button” For Autocallable Investments Watch now: tinyurl.com/4pftktm5 #RIA #RIAChannel #ETFs #AutocallableETF @Calamos
FinServ Foundation’s Jamie Hopkins On Supporting The Next Generation Of Financial Advisors Watch now: tinyurl.com/msn34kjn #RIA #RIAChannel #AdvisorMentorship #FellowshipProgram @FinServOrg
Innovator ETFs On Dual Directional Buffer ETFs™ Read now: tinyurl.com/29uukc64 #RIA #RIAChannel #ETFs #BufferETF @InnovatorETFs
AllocateRite’s Abbas Shah On Using An AI Agent Across A Fragmented Tech Stack Watch now: tinyurl.com/3bmr7ec2 #RIA #RIAChannel #TechStack #AdvisorAI @AllocateRite
Softlab360’s Henry Zelikovsky On Using AI To Explain Historical Investment Decisions Watch now: tinyurl.com/4hd22xsp #RIA #RIAChannel #FinTech #PortfolioManagement
Flextract’s Rajesh Jayaraman On Reducing The Pain Of Onboarding New Clients Watch now: tinyurl.com/4yj675a9 #RIA #RIAChannel #AdvisorTools #ClientOnboarding
BetaNXT’s Jonathan Reeve On Providing Real-Time Data To AI-based Applications Watch now: tinyurl.com/zvdedhfu #RIA #RIAChannel #AI #DataXChange
T. Rowe Price’s Kelly Boucher On The Firm’s Alternative Investment Capabilities Watch now: tinyurl.com/crsffd7n #RIA #RIAChannel #AlternativeInvestments #PrivateEquity #PrivateCredit @TRowePrice
Private Markets Playbook: Real Estate 1.5 CE credits | Register now: tinyurl.com/bdd52erj Join us next week for an in-depth discussion on changes in the real estate equity and debt markets and key investment considerations for this asset class. #PrivateMarkets #RealEstate
Kovack Financial On The Value Of Remaining Independent Watch now: tinyurl.com/vsabjrjw #RIA #RIAChannel #PrivatelyOwnedAdvisory #WealthTransfer @kovacksec
AI and Enhanced Automation Reshape the Industrial Landscape, Creating Opportunities for Private Equity Managers Read now: tinyurl.com/53tj6vsu #RIA #RIAChannel #AIAutomation #PrivateEquityManagement @Brookfield
Origin Investments’ O’Shea On Multifamily Real Estate Opportunities And Trends Watch now: tinyurl.com/mthwmn3x #RIA #RIAChannel #MultiFamilyRealEstate #DataDrivenInvesting @OriginInvests
Upcoming webcast: Advanced Real Estate Tax Planning - 1 CE Credit Register Now: tinyurl.com/papu673y Join @OriginInvests for an overview of 1031 exchanges, 721 UPREITs and Qualified Opportunity Zone Funds. #RIA #RIAChannel #RealEstate #TaxPlanning #1031Exchange
Capital Group’s Holly Framsted On Blending Public And Private Market Exposures Watch now: tinyurl.com/5n6re243 #RIA #RIAChannel #PublicCredit #PrivateCredit #PortfolioDiversification @CapitalGroup
Calamos Investments’ Matt Kaufman On Income And Protected Bitcoin ETFs Watch now: tinyurl.com/2u3um3h4 #RIA #RIAChannel #ETFs #BitcoinETFs #IncomeETFs @Calamos
CIFC Asset Management On CLO Securities And Direct Lending Watch now: tinyurl.com/2bvcbe5s #RIA #RIAChannel #CreditMarkets #DirectLending @CIFCAssetMgmt

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VettaFi @Vetta_Fi
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534 Followers 1K Following I like to post contrarian data points. Not advice! See important disclosures here: https://t.co/MA7VJvMMjU
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Jonny Swift @JonnySwiftIC
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Adaptiv ™ @adaptiv
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