HeyJaredRyan Nauman
- Indexed articles, last 90 days
- 16
- Latest publication
- Sep 28, 2026
- Outlet visibility, for SCM
- Top 5M sites
- Earliest in this view
- Jul 6, 2026
Latest articles
Views from 6,230: Navigating Municipal Bonds With Brad Kreidle (opens the original)
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Helping financial services professionals make more informed investment decisions. Mainline West's Brad Kreidle discusses navigating the large, fragmented municipal bond market. Host Ryan Nauman interviews Brad Kreidle, founder and president of MainLine West, about navigating the large, fragmented municipal bond market and why MainLine West was created to improve transparency and efficiency by operating at a wholesale level with its own broker/dealer. Kreidle explains how higher interest rates af
Views from 6,230: Tidal Financial's Steve Foy (opens the original)
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Helping financial services professionals make more informed investment decisions. Tidal Financial Group's Steve Foy discusses rapid ETF growth and key industry trends. Steve Foy, senior vice president of trading at Tidal Financial Group, explains Tidal’s full-stack ETF platform and ongoing support for clients, from product development and SEC filings to trading and operations. Steve and host Ryan Nauman highlight active ETFs as a major shift from traditional indexing, the surge in defined outcom
Views from 6,230: The New Model Portfolio (opens the original)
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Helping financial services professionals make more informed investment decisions. Vestmark's Rob Battista on how custom models can reflect advisor preferences, support multi-manager open architecture, and incorporate multiple vehicles within a UMA. Host Ryan Nauman interviews Rob Battista, executive vice president of Advisory Solutions at Vestmark, about the evolution from traditional one-size-fits-all model portfolios to more personalized custom model investment solutions. Battista explains how
Views from 6,230: How AI Can Transform Wealth Management (opens the original)
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Helping financial services professionals make more informed investment decisions. Zocks' Matt Halloran discusesses how AI is affecting the wealth management industry. Host Ryan Nauman welcomes Matt Halloran (“Matt GPT”), Chief Evangelist at Zocks, to discuss how AI is affecting wealth management and why many advisors still underuse it due to fear, unrealistic expectations, compliance concerns, and industry noise. Halloran argues advisors are only scratching the surface with note-taking and conte
Adjusted for Risk: Harnessing Market Volatility (opens the original)
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Helping financial services professionals make more informed investment decisions. Ben Fulton, CEO of WEBs Investments, discusses how investors can mitigate portfolio risk without giving up upside after a strong multi-year equity run. Recording live from the Exchange ETF Conference in Las Vegas, host Ryan Nauman welcomes back Ben Fulton, CEO of WEBs Investments, to discuss how investors can mitigate portfolio risk without giving up upside after a strong multi-year equity run. Fulton explains WEBs
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Top 5M sites
For SCM, the outlet · Measured Aug 1, 2026
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