Hosted by 3D Asset Management, we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.
In this episode, Wes Crill, Head of Investment Strategists at Dimensional Funds, joins us to discuss the latest issues surrounding value investing. S...
In this episode, we are joined by Ross Marino. Ross is the founder of Transitus Wealth Partners and has been working as an advisor for over 30 years. ...
In this episode, Matt Shute is joined by Korrine Kohm of Compliance Solution Strategies. They discuss the regulatory climate, new updates, marketing, ...
In this episode, we have the pleasure of catching up with David Braun, Senior Portfolio Manager at Pacific Investment Management Company (PIMCO). Inf...
In this episode, we are pleased to be joined by Andrew Little, research analyst at Global X, to discuss investment opportunities around water technolo...
Are dividends still relevant in today’s market environment more fixated on ‘splashier’ investment themes, whether SPACs, cryptocurrencies, or the next...
In this episode, we catch up with Dimensional Funds on Sustainability Investing, following up on our December 2019 podcast. We discuss the landscape ...
It’s been just over a year when we last spoke with Jason Bloom at Inside ETF right before the pandemic shutdown. Part retrospective, part forward-loo...
In this episode, we catch up with David Nadig, Chief Investment Officer and Director of Research at ETF Trends and ETF Database (owned by ETF Flows, L...
In this episode, we are pleased to be joined by Ric Edelman, Founder of Edelman Financial Engines and, more recently, Founder of RIA Digital Assets Co...