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.
If there was a word of the year for 2021, it would be “transitory.” Ever since the Fed declared that inflation would be transitory in March 2021, anal...
Diversity initiatives are being prioritized now more than ever—just a few weeks ago, the SEC approved Nasdaq’s board diversity policy. My guest today ...
The Thornburg Global Opportunities Fund (THOAX) is a concentrated, focused portfolio that invests in 30 to 40 securities. Brian McMahon and his co-por...
We published an article in late September, Pay Attention to Marginal Tax Rates and Not Tax Brackets, that highlighted how the analytic framework for p...
With so much change in the RIA custody space and more options than ever to choose from, this is a good time to rethink the core pieces of your busines...
Direct indexing has gathered a lot of buzz in the headlines and for good reasons; this advancement makes it possible for advisors to customize their c...
Seeking income with Treasury yields at rock bottom levels and investors enduring widespread dividend cuts this year presents a daunting challenge. The...
As a financial advisor, you must be there for your clients during hard times and address challenging topics head on with them. The approach you should...
New Age Alpha is an asset manager that takes existing investment universes and makes them better…by providing ETFs, SMAs and tools that avoid the lose...
The Baillie Gifford Positive Change Equity Fund seeks to invest in companies whose products and services are providing solutions to global challenges....