by Chris Isom | Apr 26, 2023 | Video
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, explains what clients want from a fiduciary financial advisor. To learn more about all things fiduciary, download “Fiduciary Wealth Management: The Millionaire’s Guide...
by Nick | Feb 27, 2023 | Video
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, was invited by Riskalyze to speak alongside several leading financial journalists at this year’s Fearless Investing Summit. This insightful session outlines how to leverage...
by Chris Isom | Feb 15, 2023 | Video
Vance Barse was interviewed by Bob Pisani on CNBC’s ETF Edge during the Exchange ETF conference, the world’s largest ETF conference. The discussion covered inflation, key trends in the exchange traded fund (“ETF”) space, and hot topics at this year’s Exchange ETF...
by Terri Parthum | Nov 21, 2022 | Financial Advisor, Financial Planning, Video
Are you a financial advisor looking for succession planning? Vance Barse, CPWA®, AIF® and James Fisher of FP Transitions discuss key insights every seller and buyer should know about the succession planning process. Succession planning for financial advisors is a hot...
by Nick | Nov 15, 2022 | Video
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, was invited by Wealth Management EDGE to speak on “The ETF Imperative” which is part of the Visionaries Webinar Series. This insightful webinar outlines how to...
by Nick | Nov 15, 2022 | Video
Vance Barse, CPWA®, AIF® outlines the key features that make Your Dedicated Fiduciary® different from other financial advisors. To learn more about all things fiduciary, download “Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right...
