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Hosted by 3D/L Financial Group, LLC. we bring you innovative ideas from investment experts and practice and business management leaders.  Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

 

Feb 24, 2023

In this episode, we discuss the market and economic landscape with Jeff Weniger, Head of Equity Strategy at WisdomTree. At the time of this recording, we find ourselves at an inflection point between peak inflation, peak economic activity, and peak central bank tightening - or are we? Jeff shares his views through...


Jan 26, 2023

We are pleased to kick off our 2023 season of the Advisor Success Series Podcast with Dave Nadig and Todd Rosenbluth from VettaFi. Both Dave and Todd are veterans of the fund industry and share their perspectives on prevailing industry trends such as ETF adoption, active versus passive management, and how advisors...


Dec 21, 2022

In this episode, we welcome Andrew back to our podcast series as we discuss the economic and investment landscape for 2023. We discuss why the U.S. economy will just skate by on real (inflation-adjusted) economic growth, why inflation will come down but not as fast as implicitly priced in by financial markets, and their...


Oct 5, 2022

In this episode, we have the pleasure of hosting Rahul Hemrajani, Product Manager at Fitch Group, Inc.  Over a short period of time, Rahul has established a prominent profile within the ‘FinTwit’ community serving as host to his popular Twitter Spaces forums discussing the latest market-moving headlines.  We also...


Sep 6, 2022

In this episode, we take an opportunity to turn inward and discuss our recent acquisition by Freedom Advisors, the owner of EQIS Capital which runs an investment platform for independent financial advisors.  We discuss how our platforms complement one another to offer a wide breadth of services for advisors and reaffirm...