OVER DEZE PODCAST 🔗
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.
Hosts:
Frequentie bijwerken:
every 8 hours
Gemiddelde audiolengte:
25 minutes
Gastinterviews
Heeft sponsors
Engels
Verenigde Staten
443 afleveringen
sinds 24 januari 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. realtime
MEEST RECENTE AFLEVERING 🔗
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…
OUDE AFLEVERINGEN ZOEKEN
Zoek naar eerdere afleveringen van Gaining Perspective.
VORIGE AFLEVERINGEN 🔗
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…
Disclaimer: De podcast en de illustraties die op deze pagina zijn ingesloten, zijn afkomstig van Advisor Perspectives, eigendom van de eigenaar en niet gelieerd aan of goedgekeurd door Listen Notes, Inc.
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