#217 - Chuck Failla: Sovereign Advisor Solutions + goRIA
Release Date: 09/17/2024
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Wicked Pissah Podcast
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#224 - International Investing with Nick Paul, MFS
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The Case for International Investing with Nick Paul, MFS – Nicholas J. Paul, CFA who serves as the Equity Portfolio Manager for MFS joins Chris Boyd and Jeff Perry for an in-depth discussion about using mutual funds for international investing. Related topics covered include the potential impacts from the recent election, the growing national debt, tariffs, deglobalization, emerging markets, and currency risk. During the episode Chris and Nick also discuss the benefits of active management for international investing.
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#223 - Tax Policy Impacts and the Upcoming Election with Nicholas A. Papakyrikos, CPA, P.C
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Nicholas A. Papakyrikos, CPA, P.C Host Michael Connaughton is joined by Nick Papakyrikos, CPA, P.C. Nick is the founder of Nicholas Papakyrikos CPA. He began his professional career with the international accounting and consulting firm currently known as PriceWaterhouseCoopers, where his clients included financial services, manufacturers and communication companies. He has been in private practice continuously since 1987, working with small businesses owners and high net worth individuals. For more than 36 years he has proactively worked with small business owners to help them identify,...
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#222 - Nicole Wallace and Christopher Jensen – Franklin Templeton Investments
Wicked Pissah Podcast
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#221 - Jack Heintzelman – FPA National Board of Directors
Wicked Pissah Podcast
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#219 - Julie Casey - Definiti
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#218 - Donna McKeown - Mortgages & Interest rate movement
Wicked Pissah Podcast
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#217 - Chuck Failla: Sovereign Advisor Solutions + goRIA
Wicked Pissah Podcast
Chuck Failla: Sovereign Advisor Solutions + goRIA Hosts Brad Wright and Mike Connaughton are joined by Chuck Failla. Chuck is Founder + CEO of Sovereign Financial Group in Stamford, CT. as well as Director of Sovereign Advisor Solutions. Chuck moved from the independent broker-dealer side of the business to the independent side and has since taken many other advisors with him, causing Investment News to label him Broker-Dealers’ Public Enemy #1! In addition to working with other financial advisors and clients, he's also a regular speaker and commentator on financial topics and has...
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#216 - Navigating the College Selection Process with Todd Weaver
Wicked Pissah Podcast
Navigating the College Selection Process with Todd Weaver On this episode of the Wicked Pissah Podcast Kathleen speaks with Todd Weaver, President of Strategies for College, to talk about the work Todd does helping students and their families navigate the important yet often confusing college selection process. Todd describes the process he uses to determine what schools might be the best fit for students, why families should always start with figuring out a budget, as well as the factors schools take into consideration when choosing among their applicants.
info_outlineChuck Failla: Sovereign Advisor Solutions + goRIA
Hosts Brad Wright and Mike Connaughton are joined by Chuck Failla. Chuck is Founder + CEO
of Sovereign Financial Group in Stamford, CT. as well as Director of Sovereign Advisor
Solutions.
Chuck moved from the independent broker-dealer side of the business to the independent side
and has since taken many other advisors with him, causing Investment News to label him
Broker-Dealers’ Public Enemy #1!
In addition to working with other financial advisors and clients, he's also a regular speaker and
commentator on financial topics and has been featured in Forbes, The New York Daily News,
Reuters, CBS Market Watch and hosts his own goRIA podcast.
They discuss:
How and why advisors choose to go independent
Why tucking in under a smaller RIA might be a better fit than joining a large
aggregator
How to begin the process and how long it takes
What makes Chuck Broker-dealers’ Public Enemy #1
Learn more at: https://www.sovereignadvisorsolutions.com/
Reach out to Chuck: https://www.linkedin.com/in/charlesfailla/
goRIA Podcast: https://www.investmentnews.com/goria/podcasts
Investment News Article: https://www.investmentnews.com/goria/practice-management/revealed-broker-dealers-public-enemy-1/256613