Gaining Perspective
Summary: This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
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Podcasts:
How Captrust Blends Organic and Inorganic Growth
The Key Trends in the ETF Industry
The Fund That Isn’t Following the ESG/SRI Herd
For the vast majority of retirees, the most consequential decision they will make involves Social Security. One must decide when to begin receiving benefits, a decision that is quickly complicated when factors such as a spouse, children or a pension are involved. My guest today is Bill Reichenstein, one of the most prominent experts on Social Security.
My guest today, Sara Grillo, has written that she would rather piece her own ears than read another economic commentary written by a financial advisor. That is the question we are going to explore today. For sure, your clients are interested in understanding the key trends and developments in the economy, particularly as it pertains to their investments. But should you, as advisors, be writing those commentaries?
Small things will create a great office culture. Should you allow pets in the office? What about a dress code? Should you have casual dress on Fridays? Those are small things in the context of planning for your clients financial futures, but they can have a big impact on your team’s morale and productivity.
According to a recent report by the consulting firm Cerulli and Associates, women make up only 16% of financial advisors. Sheryl Garrett and I explore the issues around diversity and inclusion in the advisory profession. With an aging population of advisors due to retire in the next decade or two, what will the next generation of leadership among advisors look like? And what can be done to provide better career path options for women and minorities?
Neil Hennessy’s Forecast for 2020
The Case for an Allocation to Real Assets
The Next Generation of ESG/SRI Investing
Where to Find Income in a Low-Yield Environment
The Case for Liquid Alternative Funds
What Behind the Surge in RIA M&A Activity?
The Tough Truth About a Profitable Practice
Does the Investment Performance of Robo Advisors Matter?
