MENGENAI PODCAST INI 🔗
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.
Hos:
Kekerapan kemas kini:
every 8 hours
Purata panjang audio:
25 minutes
Temu bual tetamu
Mempunyai penaja
Bahasa Inggeris
Amerika Syarikat
443 episod
sejak 24 Jan 2019
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. masa nyata
EPISOD TERKINI 🔗
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 po ...
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EPISOD SEBELUMNYA 🔗
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 d ...
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 cos ...
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 ...
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 c ...
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 navigat ...
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 con ...
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 ...
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 conside ...
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 combinat ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Advisor Perspectives, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.
ENJIN PENCARIAN PODCAST
Anda boleh menggunakan tapak web kami untuk mencari podcast3,828,684dan episod196,497,509mengikut orang, tempat atau topik.
I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
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