INTV

Liquidity vs illiquidity: what advisers need to know

October 21, 2014 | Runtime: 2:45

Three investment experts discuss the differences between liquid and illiquid investments, and how advisers need to think about using both kinds of investments in client portfolios.

Collins Capital's Weaver: Threat of Ebola could be a stock market tipping point

October 20, 2014 | Runtime: 1:17

Collins Capital Investments' Dorothy Weaver explains why she believes Ebola could be a threat to stock market stability.

Kathleen Miller: Finding the right fit

October 16, 2014 | Runtime: 2:12

Kathleen Miller, President of Miller Advisors, highlights the cultural workplace at Raymond James and all of its advantages for RIAs.

AQRís Asness: How should advisers think about diversification?

October 16, 2014 | Runtime: 2:54

Too many investors expect to get huge returns from equities, AQR Capitalís Cliff Asness said. Advisers need to build a better-balanced mix of investments. Plus, Mr. Asness offers some ďmagicĒ investment offerings.

Tangentís Rice: Why 60-40 ainít what it used to be

October 15, 2014 | Runtime: 2:36

Advisers need to rethink how to diversify their clientsí portfolios. The good news, according to Bob Rice, managing partner at Tangent Capital, is that there are new tools in a liquid alts format to help.

Sybil Verch: Making the most of marketing

October 15, 2014 | Runtime: 3:04

Sybil Verch, SVP and Regional Manager at Raymond James, discusses her client-specific and client-focused philosophy to marketing.

Stacy Caudill: A unique path to leadership

October 15, 2014 | Runtime: 2:29

Stacy Caudill, Wealth Management Specialist at Raymond James, highlights the Registered Service Associate Team Development Program at Raymond James.

Nicole Spinelli: Best practices for women advisers

October 15, 2014 | Runtime: 3:29

Nicole Spinelli, Director of the Network for Women Advisors, discusses the foundation and goals of the organization.

Sherri Stephens: Sharing and spreading success

October 15, 2014 | Runtime: 4:31

Sherri Stephens, President at Stephens Wealth Management, highlights the importance of mentorship among female advisers.

Kalita Blessing: The value of building a network

October 15, 2014 | Runtime: 5:36

Kalita Blessing, President at Quest Capital Management, Inc., highlights the importance of having a network of female advisers to reach out and help them solve the problems they are currently dealing with.

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