이 팟캐스트 소개 🔗
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.
진행자:
업데이트 빈도:
every 8 hours
평균 오디오 길이:
25 minutes
게스트 인터뷰
스폰서 있음
영어
미국
에피소드 443 개
2019년 1월 24일부터
episodic
AUDIENCE OF THIS PODCAST 🔗
~75.46% of listeners are from United States.
🇺🇸
US
75.46%
🇬🇧
GB
9.31%
🇮🇪
IE
3.29%
🇸🇬
SG
2.90%
🇨🇦
CA
1.45%
🇩🇪
DE
1.16%
🇵🇭
PH
0.58%
🇿🇦
ZA
0.58%
🇯🇵
JP
0.58%
🇧🇷
BR
0.48%
🇦🇪
AE
0.38%
🇧🇲
BM
0.38%
🇰🇷
KR
0.29%
🇸🇨
SC
0.29%
🇮🇱
IL
0.29%
🇵🇱
PL
0.29%
🇪🇸
ES
0.29%
🇪🇬
EG
0.19%
🇦🇺
AU
0.19%
🇹🇭
TH
0.19%
🇸🇦
SA
0.19%
🇵🇰
PK
0.19%
🇸🇪
SE
0.19%
Others
0.86%
* Data source: directly measured on Listen Notes. 실시간
최신 에피소드 🔗
This is a bittersweet moment. We are recording this on April 26, and April 30 will be my final day at VettaFi, after which I will no longer be associated with the Advisor Perspectives publication. This will be the final episode of the nearly 500 that I have hosted for the Gaining Perspective podca…
이전 에피소드 🔗
Tax-management strategies are crucial for clients, and they need today’s most sophisticated tools to relieve the tax burden for their clients. In this episode, my guest will dive into those strategies, such as tax-loss harvesting, and will explain how tax technology plays a significant role in driv…
My guest today believes that the underperformance of the Magnificent 7 is creating opportunities in small-cap equities as investors look to loosen their portfolio concentration in large-cap names. In addition, increased small-cap M&A activity, better credit market conditions, and a lower cost o…
Most platforms for alternative investments are just concerned with getting advisors access to those investments. But advisors need education on the role alternatives can play in asset allocation and how creating portfolios that complement traditional assets drive business growth. My guest today wil…
The advisory profession is sitting on the precipice of major cyber-related regulation set to impact advisors of all sizes. But RIAs are not cybersecurity experts; many are not prepared for the requirements expected to be released by the SEC, and it could negatively impact their businesses. The cost…
Private equity and venture capital funds have consistently outperformed public markets. But beyond those funds, there is a more specialized approach for investors to capitalize on the private markets: secondary transactions, often known as “secondaries.” My guest today, Andrew Krei, will navigate t…
How can financial advisors navigate the changing custody landscape and keep up with the ongoing demands of their clients? My guest will discuss the keys to advisor success, including how technology is impacting the profession, advisors' biggest pain points, unique offerings that firms should consid…
Most clients have no idea what retirement failure means to them and how a given failure rate should influence their planning. My guests today will present a planning framework that improves existing models by dynamically adjusting for market performance and longevity.
When saving for retirement it’…
Amid higher interest rates and consequently higher yields, investors have piled into cash. My guest today will explain why it’s time to make a move. His position is that cash should be an asset to provide for short-term (less than 12 months) liquidity needs. Beyond that, investors should consider a…
Change is happening all around us at an accelerating rate. To exploit that change, rather than be exploited by it, professional advisors need power and capability that is protected by true independence. My guest today is a pioneer of the business model that was created to deliver that combination…
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Advisor Perspectives에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.
팟캐스트 검색 엔진
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If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
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