Gaining Perspective
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Gaining Perspective
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...
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441 episodi
The State of Journalism Serving the Advisory Profession
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 associ...
The Power of Tax-Loss Harvesting
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...
Why Invest in Small Caps Now
My guest today believes that the underperformance of the Magnificent 7 is creating opportunities in small-cap equities as investors look to loosen the...
A Unique Platform for Alternatives
Most platforms for alternative investments are just concerned with getting advisors access to those investments. But advisors need education on the ro...
How RIAs Should Prepare for New Cybersecurity Regulations
The advisory profession is sitting on the precipice of major cyber-related regulation set to impact advisors of all sizes. But RIAs are not cybersecur...
The Hidden Opportunity in “Secondaries”
Private equity and venture capital funds have consistently outperformed public markets. But beyond those funds, there is a more specialized approach f...
How to Know if it’s Time for a New Custodian
How can financial advisors navigate the changing custody landscape and keep up with the ongoing demands of their clients? My guest will discuss the ke...
How to Give Retirees the Freedom to Spend
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 pre...
The Big Risk in Holding Cash
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. H...
How to Go From Good to Great
Change is happening all around us at an accelerating rate. To exploit that change, rather than be exploited by it, professional advisors need power a...
The Enduring Power of the 60/40 Allocation
Diversification is a core principle of sound investing, but building a diversified portfolio is much easier in theory than in practice. In the recentl...
ESG Has Become a Meaningless Term
The multi-trillion-dollar ESG fund industry faces a regulatory problem. By the end of 2025, funds with net assets of $1 billion or more must comply wi...
Embracing Automation
Today’s technology-driven landscape makes it easier than ever for RIAs to embrace automation across their tech stack and supercharge their businesses....
The Power of RILAs in Retirement Planning
With nearly 4.5 million Americans turning 65 in 2024, advisors are navigating four core risks that will impact their portfolios in retirement: longevi...
Democracy as a Factor in International Investing
Large international index funds do not account for geopolitical risk. Corruption has costs, and in this age of conflict with rising tensions in the Mi...
The Hidden Risks in Cash-Sweep Accounts
Let’s explore the world of cash. One year after the collapse of SVB, fiduciaries need to understand the cash management platforms on the market, inclu...
The Power of Options-Overlay Strategies
On March 8 of this year, BlackRock announced its agreement to acquire the remaining equity interest in SpiderRock Advisors, LLC, a leading provider of...
How to Position Fixed Income as the Fed Eases
Investors are choosing bonds in record numbers – in 2023, global bond ETFs gathered an annual record of over $300 billion in flows with iShares leadin...
The SEC’s Proposed Liquidity Rule is a Threat to Clients’ Retirement
The easiest new client to get is the one that you don’t lose. Focusing on client retention is the key to the success of any business – whether you are...
Is It Time to Back Away from Big Tech?
The economy, inflation, interest rates and market valuations drive the key questions facing advisors. Does the tech stock landscape mirror the boom of...
Transitioning for the Next Generation of Advisors and Clients
The impending retirement wave poses a critical challenge to the advisory profession. Nearly 40% of advisors plan to retire in the next decade. My gues...
What Explains the Outperformance of Loans?
Guessing the direction of interest rates is no easier than any other tactical or market timing decision. The yield on the benchmark 10-year Treasury n...
The Commodity Outlook for 2024
Commodities have played a pivotal role in financial markets since 2020. Pipelines have been blown up, shipping routes have been disrupted, droughts lo...
Simplifying the Path to Becoming a Fee-Based Advisor
More advisors and firms are moving to fee-centric affiliation models, dropping their FINRA registrations and focusing on providing investment advice f...
The Future of Defined-Outcome ETFs
In a chaotic and uncertain world, investors crave a measure of predictability. Despite the best efforts of strategists and analysts to predict how mar...
What Higher for Longer Means for Investors
The Fed seems headed for a "higher for longer" interest rate policy. My guest and I will explore the implications of fiscal and monetary policy on the...
How Predictive AI Will Transform Investment Products
Kaiju Worldwide operates under the belief that the potential of predictive AI is limitless and is driven by the desire to create better outcomes for i...
Why Growth Investing? Why Now?
My guest today will speak to the benefits of active management, why growth investors can generate attractive returns in the current market environment...
The Democratization of Access to Private Investments
Today, we will discuss the evolving role of private equity. We will start with a discussion of the state of the global economy, the opportunities for...
How to Use Social Listening to Drive Advisor Growth
In this episode, we will be talking about how to use social listening to inform your content marketing strategy and for lead generation. We will cover...
Vanguard’s Forecast for Advisor Technology
Technology continues to play an important role in transforming the advice profession. From streamlining administrative tasks to creating personalized...
Impact Investing for Retail Clients
According to my guest today, impact investing can provide the means to combine community action, government support and private capital to achieve rew...
The Opportunity in Middle Market Private Credit
Private credit markets have shifted upmarket. Many larger financial players are seeking bigger deals that can have a greaterimpact on their portfolios...
How the Human Capital Factor Generates Alpha
Today’s episode will focus on the Human Capital Factor (HCF). This factor applies workplace behavioral science, financial acumen and deep data science...
How Advisors are Using Defined-Outcome ETFs
The relatively new category of buffered or “defined-outcome” ETFs has grown to $30 billion in assets, with more than $10 billion in inflows in 2023 al...
The Future of AI in the Advisory Profession with Josh Pantony
The biggest trend in the advisory profession over the last year was the integration of AI into practices. Using generative AI for finance allows advis...
An Insider’s View of the Spot Bitcoin ETF Launch
The SEC's approval of spot bitcoin ETFs was a watershed moment for crypto in the US. Grayscale's flagship product, GBTC, continues to be a compelling...
The Keys to Successful In-Person Events
As advisors are striving for that truly personal touch with their clients (and how much more personal can you get than eye-to-eye), there is increased...
Are Alternatives Right for Your Clients?
Advisors are increasingly shifting away from a traditional 60/40 portfolio as they realize the full potential of alternatives and the benefits they ca...
How to Attract Tomorrow’s Clients
The biggest recipients of the "great wealth transfer" aren't happy with their advisor. These investors – women and NextGen (GenX, millennial and Gen Z...