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b'In episode 265, we welcome our guest, Rusty Vanneman, Chief Investment Officer for Orion Advisor Solutions. In today\\u2019s episode, we\\u2019re talking asset management programs and markets.\\nWe talk to Rusty about the state of the industry for turnkey asset management programs, which effectively allow advisors to break out on their own with built-in back office support and a suite of investment options. He gets into direct indexing, and why these customized solutions carry unique advantages for investors in areas like ESG implementation and tax-loss harvesting. Rusty shares his thoughts on markets and some reasons to maintain a bullish attitude.\\nAs we start to wind down, we dig into balance, global diversification, bonds, and getting creative to manage portfolio risk moving forward.\\nAll this and more in episode 265 with Orion\\u2019s Rusty Vanneman.\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'