Cutting-Edge Insights Across Wealth Management

August 14, 2026 | 0m 22s

Sandi Bragar, Chief Client Officer and Partner at Aspiriant, shares why she values Asset TV for its engaging guests and timely industry conversations.

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Cutting-Edge Insights Across Wealth Management

Topics

People

Companies

Staying Ahead of Industry Trends

Connecting Independent Advisors – Melissa Bouchillon, Sound View Wealth Advisors

Real Insights for RIAs – Brett Bernstein, XML Financial Group

The Inside Scoop on Wealth Trends – Vance Barse, Your Dedicated Fiduciary

Quick, Clear Market Updates – Jack Peterson, Summit Trail Advisors

Financial Education Drives Empowerment – Kara Duckworth, Mercer Advisors

Learning from Peers in Wealth Management – Lori Van Dusen, LVW Advisors

Education That Strengthens Advisors – Eric Beiley, Steward Partners

Timely, Relevant Market Insights – Wes Ashton, Harbourfront Wealth

Multiple Market Perspectives – Allan Pelkonen, Pelkonen & Associates

Learning from Industry Leaders – Bob Oros, Hightower Advisors

Insights from Trusted Industry Voices – Erika Safran, Safran Wealth Advisors

Featured Companies

To earn accreditation and a CE Credit for this video you must complete the accompanying quiz.

Cutting-Edge Insights Across Wealth Management

Topics

People

Companies

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