Helping advisors enable clients to achieve their financial goals

Advanced Search
  • Subscribe Log In
    • News
      • Articles
      • Commentaries
      • Charts (dshort)
        • Buffett Indicator
        • Household Incomes
        • Margin Debt
        • PE10 Ratio
        • S&P Snapshot
      • Market Outlooks
    • Topics
      • Browse All
      • Featured Topics
        • 529/College Planning
        • Active Management
        • Emerging Markets
        • ETF
        • Fixed Income
        • Large Cap Growth
      • Other Topics
        • Alternative Investments
        • Asian/European Markets
        • Asset Allocation
        • Behavioral Finance
        • Breakaway Brokers
        • Buffer ETFs
        • Capital Growth
        • Closed End Funds
        • Commodities
        • COVID-19: Coronavirus Coverage
        • Defined Benefits
        • Direct Indexing
        • Diversity & Inclusion
        • Divorce
        • Economic Insights
        • Energy
        • ESG
        • Evergreen
        • Factor-Based Investing
        • Fiduciary Rules
        • Financial Planning
        • Fintech
        • Global Markets
        • Healthcare
        • Income
        • Inflation
        • Innovative ETFs
        • Insurance & Annuities
        • Leveraged and Inverse Funds
        • Life Events
        • Liquidity
        • Market Indicators
        • Municipal Bonds
        • Mutual Funds
        • Outlooks
        • Portfolio Building
        • Practice Management
        • Real Estate
        • Retirement Income
        • RIA Independence
        • RIA Resources
        • Robo Advisors
        • S&P 500
        • Schwab IMPACT Conference
        • Separately Managed Accounts
        • Small Cap
        • Smart Beta
        • Social Media
        • Special Needs Financial Planning
        • Specialty Investments
        • Sustainable Investing
        • Target Date Funds
        • Tax Planning
        • Volatility/Downside Protection
        • Women & Planning
    • Featured Firms
      • Browse All
      • Ashmore Group
      • Guggenheim Investments
      • Innovator ETFs
      • MFS Investment Management
    • Featured Insights
      • Nasdaq Investment Intelligence Channel
      • Investing Insights | William Blair
    • Webinars
    • White Papers
    • Virtual Summits
      • Investment Insights
      • Thought Leader
      • Market Outlook
    • Podcasts
    • Small Discussion Groups
    • CE Center
    • Videos
    • APViewpoint
    • Subscribe
    • Become a Member
    • Advertise
    • Guest Submissions
    • About Us
    • Privacy Policy
    • Contact Us
    • News
      • Articles
      • Commentaries
      • Charts (dshort)
        • Buffett Indicator
        • Household Incomes
        • Margin Debt
        • PE10 Ratio
        • S&P Snapshot
      • Market Outlooks
    • Topics
      • Browse All
      • Featured Topics
        • 529/College Planning
        • Active Management
        • Emerging Markets
        • ETF
        • Fixed Income
        • Large Cap Growth
      • Other Topics
        • Alternative Investments
        • Asian/European Markets
        • Asset Allocation
        • Behavioral Finance
        • Breakaway Brokers
        • Buffer ETFs
        • Capital Growth
        • Closed End Funds
        • Commodities
        • COVID-19: Coronavirus Coverage
        • Defined Benefits
        • Direct Indexing
        • Diversity & Inclusion
        • Divorce
        • Economic Insights
        • Energy
        • ESG
        • Evergreen
        • Factor-Based Investing
        • Fiduciary Rules
        • Financial Planning
        • Fintech
        • Global Markets
        • Healthcare
        • Income
        • Inflation
        • Innovative ETFs
        • Insurance & Annuities
        • Leveraged and Inverse Funds
        • Life Events
        • Liquidity
        • Market Indicators
        • Municipal Bonds
        • Mutual Funds
        • Outlooks
        • Portfolio Building
        • Practice Management
        • Real Estate
        • Retirement Income
        • RIA Independence
        • RIA Resources
        • Robo Advisors
        • S&P 500
        • Schwab IMPACT Conference
        • Separately Managed Accounts
        • Small Cap
        • Smart Beta
        • Social Media
        • Special Needs Financial Planning
        • Specialty Investments
        • Sustainable Investing
        • Target Date Funds
        • Tax Planning
        • Volatility/Downside Protection
        • Women & Planning
    • Featured Firms
      • Browse All
      • Ashmore Group
      • Guggenheim Investments
      • Innovator ETFs
      • MFS Investment Management
    • Featured Insights
      • Nasdaq Investment Intelligence Channel
      • Investing Insights | William Blair
    • Webinars
    • White Papers
    • Virtual Summits
      • Investment Insights
      • Thought Leader
      • Market Outlook
    Subscribe Log In
    Advanced Search
    Gaining Perspective Logo

    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. 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.

    Subscribe to this podcast on:

     

    March 23, 2023

    The Macro Investing Outlook

    Featuring: Nabeel Abdoula of Fulcrum Asset Management

    March 16, 2023

    How to Frame Client Discussions About Lifetime-Income Solutions

    Featuring: Lori Marino, Tom Sullivan and Mark Berwanger of Protective

    March 9, 2023

    M&A Trends in 2023

    Featuring: Matt Chisolm of Commonwealth

    March 8, 2023

    Breakthrough Technology to Monitor Your Clients' Financial Health

    Featuring: Reese Harper of Elements

    March 1, 2023

    How to Position Your Practice for Growth in 2023

    Featuring: Rico Casares and Kezia Samuel of AssetMark

    February 27, 2023

    Why Growth Will Dominate in 2023

    Featuring: David Ricci of William Blair

    February 13, 2023

    The Thematic Outlook for 2023

    Featuring: Jay Jacobs of BlackRock

    February 10, 2023

    Beware of Technology Buzzwords

    Featuring: Michael Loukas of TrueMark Investments

    February 9, 2023

    What Drove the Hottest ETF Category in 2022?

    Featuring: Tim Urbanowicz of Innovator

    February 7, 2023

    The Pervasive Effects of Uncompensated Risks

    Featuring: Mike Hunstad of Northern Trust

    January 27, 2023

    Funding Special Needs Clients with ABLE Accounts

    Featuring: Donald Brown of Special Needs Funding Coach

    January 26, 2023

    How to Help Clients with Exit Planning

    Featuring: Scott Snider of the Exit Planning Institute

    January 24, 2023

    The Post-2022 Asset Management Landscape

    Featuring: Neil Pardasani of BCG

    January 19, 2023

    M&A Valuations and the Landscape for 2023

    Featuring: David DeVoe of DeVoe & Co.

    January 4, 2023

    How to Protect Against Inflation and Slow Growth

    Featuring: Chris Huemmer of Flexshares Northern Trust

    December 29, 2022

    The New Inflation-Protection ETF

    Featuring: Doug Fincher of Ionic

    December 20, 2022

    New Research on Tax-Advantaged Direct Indexing

    Featuring: Kaitlin Hendrix of Dimensional Fund Advisors

    November 29, 2022

    Art Collecting as a Pastime and an Investment

    Featuring: Ann Freedman

    November 28, 2022

    The 2023 Outlook for Emerging Markets

    Featuring: John Paul Lech of Matthews Asia

    November 21, 2022

    How Vanguard’s Advisor's Alpha Helps Advisors and Their Clients

    Featuring: Fran Kinniry of Vanguard

    November 18, 2022

    Gifting Strategies for HNW and UHNW Clients

    Featuring: Jere Doyle of BNY Mellon

    November 10, 2022

    How whole life can be a life stage planning tool

    Featuring: Neil Drzewiecki of MassMutual

    November 2, 2022

    Compelling Opportunities in the Muni Bond Market

    Featuring: Eric Zubris of MFS

    November 1, 2022

    Emerging Trends in the RIA Profession

    Featuring: Gabe Garcia and Shauna Mace of SEI

    October 28, 2022

    Nebo - GMO’s New Asset Management Platform

    Featuring: Martin Tarlie of GMO

    October 26, 2022

    How Blockchain-Enabled Finance Will Transform Asset Management

    Featuring: Jarrett Lilien of WisdomTree

    October 21, 2022

    Value Investing in a Time of Fear and Uncertainty

    Featuring: Daniel Kane of Artisan Partners

    October 14, 2022

    The Case for Annuities in Today’s Market

    Featuring: Steve Scanlon of Equitable

    October 13, 2022

    The Future for Alternative Investing

    Featuring: Abby Salameh of CAIS

    October 12, 2022

    The Keys to Special-Needs Planning

    Featuring: Don Brown of the Special Needs Funding Coach team

    October 11, 2022

    Technology Trends that are Reshaping the Advisor Profession

    Featuring: Patrick Daniel of Commonwealth

    October 6, 2022

    The Latest Developments in Direct Indexing

    Featuring: Brandon Thomas, Janis Zvingelis of Envestnet

    October 5, 2022

    Northern Trust Asset Management’s Capital Market Forecast

    Featuring: Chris Shipley of Northern Trust

    September 29, 2022

    The Untold Story of Convertible Bonds

    Featuring: Michael Miller of Wellesley Asset Management

    September 19, 2022

    Joe Namath, Bernie Sanders and the Medicare Dilemma for Clients

    Featuring: Melinda Caughill of I65

    September 16, 2022

    Insights from Dimensional’s Advisor and Client Surveys

    Featuring: Ed Mercier of RetireOne and Mark Colaço of Dimensional

    September 15, 2022

    The Next Frontier in Advisor Marketing and Client Service

    Featuring: Stephanie Bogan

    September 14, 2022

    The Global Outlook for Multi-Asset Management

    Featuring: Todd Jablonski of Principal

    September 6, 2022

    How to Invest for the Coming Energy Regime Change

    Featuring: Kristof Gleich and Don Casturo of Harbor

    September 2, 2022

    The Emerging Trends Among HNW Investors

    Featuring: Michael Kim of AssetMark

    August 24, 2022

    Why WisdomTree is Gaining Assets

    Featuring: Jarrett Lilien of WisdomTree

    August 23, 2022

    How Joe Namath Transformed Medicare Planning

    Featuring: Christine Simone and Jesse Slome

    August 16, 2022

    Understanding Vanguard’s ESG Strategy

    Featuring: Matthew Piro of Vanguard

    August 15, 2022

    The New Compliance Challenges Facing Advisors

    Featuring: Charles Reiling and Barrett Schultz of CoastalOne

    August 4, 2022

    Why the FPA is Pursuing Title Recognition for Financial Planners

    Featuring: Patrick Mahoney and Dennis Moore of the FPA

    July 26, 2022

    A New Platform to Access Real Estate Alternative Investments

    Featuring: Brian Maute and Matt Hilding of DWS

    July 20, 2022

    The New CFP Book on the Psychology of Financial Planning

    Featuring: Rick Kahler and David Yeske

    July 14, 2022

    The Toughest Questions Advisors Will Get From Clients

    Featuring: Land Bridgers and Don Patrick of IFG

    June 30, 2022

    What HNW Investors are Saying About ESG

    Featuring: Laura Gregg of Northern Trust

    June 16, 2022

    The Summer of Bear Markets

    Featuring: Greg Taylor of Purpose Investments

    June 15, 2022

    The Key Drivers of Advisor Recruitment

    Featuring: Becca Hajjar of Commonwealth Financial Network

    June 14, 2022

    Engine No. 1 and Its Compelling Approach to ESG Investing

    Featuring: Yasmin Dahya Bilger of Engine No. 1

    June 13, 2022

    Trends in Charitable Giving Among Wealthy Families

    Featuring: Crystal Thompkins of BNY Mellon Wealth Management

    June 10, 2022

    Longevity and the New Journey of Retirement

    Featuring: Ken Cella of Edward Jones

    June 7, 2022

    The Overarching Themes in the Asset Management Industry

    Featuring: Neil Pardasani of BCG

    June 2, 2022

    The Hidden Opportunity to Serve Millennial Clients

    Featuring: Michael Lane of BlackRock

    May 16, 2022

    The 9.62% Opportunity in I Bonds

    Featuring: Zvi Bodie of Boston University

    May 10, 2022

    We are On the Brink of a Global Downturn

    Featuring: Michael Belkin of The Belkin Report

    April 28, 2022

    Which Sectors Will Outperform Under Inflation

    Featuring: Joe Quinlan of BofA

    April 27, 2022

    Using Private Credit Interval Funds During Inflationary Times

    Featuring: Marco Hanig and Mike Dowdall from AFA

    April 22, 2022

    A Top-Performing ETF for Rising Rates

    Featuring: Dean Smith of FolioBeyond

    April 8, 2022

    What Fed Policy Means for the Markets

    Featuring: Matt Dines of BUILD

    April 7, 2022

    How to Fine Tune Your Digital Marketing

    Featuring: Sarah Howes of Commonwealth Financial Network

    April 5, 2022

    Intergenerational Transfers for UHNW Clients

    Featuring: Jim Bertles of Tiedemann Advisors

    April 1, 2022

    The Latest Innovation in Retirement Planning

    Featuring: Tim Kohn of DFA and Ed Mercier of Retire One

    March 31, 2022

    What to Look for in the SEC’s ESG Rulemaking

    Featuring: Adrian Whelan of Brown Brothers Harriman

    March 29, 2022

    What Advisors Should Look for in Outsourced Solutions

    Featuring: Patrick Murray of STP Investment Services

    March 28, 2022

    How Tactical Bond Management Delivers Value

    Featuring: Doug Loeffler of Ocean Park Asset Management

    March 23, 2022

    How Top Advisory Firms Are Finding and Retaining the Best Employees

    Featuring: Matt Matrisian of AssetMark

    March 10, 2022

    A Structural Arbitrage Opportunity in SPACs

    Featuring: Mark Yusko of Morgan Creek

    March 8, 2022

    Achieving Diversity through Empathy and Authenticity

    Featuring: Dana Wilson of CHIP

    March 7, 2022

    Is it Time to Refinance Consumer Debt?

    Featuring: Andrew Crowell of DA Davidson

    March 4, 2022

    Investing in the Digital Currency Infrastructure

    Featuring: Dave LaValle of Grayscale

    March 2, 2022

    Finding Alpha in Bond Market Minicycles

    Featuring: Brad Rutan of MFS

    February 24, 2022

    Using Free-Cash Flow to Invest in Value Stocks

    Featuring: Sean O'Hara of Pacer ETFs

    February 23, 2022

    Serving Multicultural Clients

    Featuring: James Seth Thompson of Bernstein Private Wealth

    February 17, 2022

    How to Use Podcasts to Grow Your Practice

    Featuring: Matt Halloran of Proudmouth

    February 8, 2022

    The Role of Gender in Delivering Financial Advice

    Featuring: Julie Genjac of Hartford Funds

    February 4, 2022

    The Future for Large-Cap Growth

    Featuring: Jim Golan of William Blair

    February 3, 2022

    What’s Driving the Usage of Alternative Assets by Advisors?

    Featuring: Matt Brown of CAIS

    January 31, 2022

    A Historical Look at Inflation

    Featuring: Darren Schuringa of Asymmetric

    January 25, 2022

    New Black Swan ETF

    Featuring: Christian Magoon of Amplify

    January 19, 2022

    A Private Fund to Invest in Cryptocurrencies

    Featuring: Scott Kefer of Victory Capital and Andrew Puschel of Hashdex

    January 11, 2022

    The 2021 RIA M&A Scorecard: Trends and Valuations

    Featuring: David DeVoe of DeVoe and Co.

    January 4, 2022

    Northern Trust’s 2022 Global Outlook

    Featuring: Jim McDonald of Northern Trust

    December 22, 2021

    The Key Trends in the Retirement Income Industry

    Featuring: Steve Scanlon of Equitable

    December 15, 2021

    Where a Top Manager Finds Value Outside the U.S.

    Featuring: Todd Morris of Polen International Growth

    December 13, 2021

    The Three Topics that will Dominate Advisor-Client Conversations

    Featuring: Chris Huemmer of Northern Trust FlexShares

    December 6, 2021

    How Personalization Accelerates the Sales Cycle

    Featuring: Eric Weiss of Positivly

    November 22, 2021

    The Asymmetric Solution to Risk Protection

    Featuring: Darren Schuringa of ASYMetric ETFs

    November 19, 2021

    An Overview of Defined-Outcome ETFs

    Featuring: Trevor Terrell of Innovator ETFs

    November 11, 2021

    Has Market Dispersion Turned Investors into Speculators?

    Featuring: Chris Davis of Davis Funds

    November 10, 2021

    Kevin Keller and Tom Sporkin on the CFP Board’s Response to the WSJ Article

    Featuring: Kevin Keller and Tom Sporkin of the CFP Board

    November 9, 2021

    Why Retirement Risk Requires Dynamic Planning

    Featuring: Justin Fitzpatrick of Income Lab

    November 8, 2021

    Where to Find Value in International Markets

    Featuring: Krishna Mohanraj of Diamond Hill

    November 5, 2021

    Democratizing Alternatives for the Advisory Channel

    Featuring: Andrea Mody of Macquarie Asset Management

    November 2, 2021

    Unique Ways to Make Planning a Core Offering

    Featuring: Justin Duft of Commonwealth Financial Network

    November 1, 2021

    Advanced Tax Planning Under the Biden Proposals

    Featuring: Ryan Bertrand of Transamerica

    October 29, 2021

    Is the 4% Rule Still Viable?

    Featuring: Doug Wolff of Security Benefit

    October 28, 2021

    How Bond Issuers are Responding to ESG Issues

    Featuring: Rob Fernandez of Breckinridge

    October 27, 2021

    Introducing Scientific Fixed-Income ETFs

    Featuring: Spencer Logan of Harbor Capital Advisors

    October 19, 2021

    James Montier on Whether Inflation will be Transitory

    Featuring: James Montier of GMO

    October 14, 2021

    Achieving Diversity in the Financial Planning Profession

    Featuring: D.A. Abrams of the CFP Board

    October 13, 2021

    Inside a Global Fund with a Stellar 15-year Track Record

    Featuring: Brian McMahon of Thornburg

    October 12, 2021

    The Importance of Marginal Tax Rates in Retirement Planning

    Featuring: William Reichenstein of IncomeSolver.Com

    October 8, 2021

    Minisode - Are You Using the Right Custodian?

    Featuring: Steve Gardner and Harley Nager of SEI

    October 4, 2021

    Direct Indexing versus ETFs – Which One Will Dominate?

    Featuring: Rahul Sen Sharma of Indxx

    September 30, 2021

    How Target-Distribution Strategies Deliver a 7% Yield

    Featuring: David Miller of Catalyst

    September 27, 2021

    Minisode - How to Handle Difficult Client Conversations

    Featuring: Corey Schmidt of Thrivent

    September 16, 2021

    Minisode - Investment Success is About Avoiding the Losers

    Featuring: Julian Koski of New Age Alpha

    September 14, 2021

    Minisode - A New Data Platform for Data on Alternatives

    Featuring: Mark Salameh of AltsAxis

    September 14, 2021

    Minisode - A Fund that Targets Positive Change

    Featuring: Kate Fox of Baillie Gifford

    September 13, 2021

    Reducing the Compliance Burden for Advisors

    Featuring: Jason Albino of Grove Point Financial

    September 10, 2021

    The True Story Behind Frank Abagnale

    Featuring: Alan Logan

    September 8, 2021

    New ETFs Target Semiconductors and Biotechnology

    Featuring: Rene Reyna of Invesco

    September 7, 2021

    Four Ways to Improve Team Efficiency

    Featuring: Julie Genjac of Hartford Funds

    September 2, 2021

    Improving Financial Literacy in the U.S.

    Featuring: Andrew Crowell of DA Davidson

    August 27, 2021

    Minisode - The Future for Options-Based Strategies

    Featuring: JD Gardner of Aptus

    August 24, 2021

    Minisode -- The Technology Gap in the Advisory Profession

    Featuring: Matt Reiner of Benjamin

    August 23, 2021

    The Trends Reshaping the Advisory Profession

    Featuring: Stephanie Bogan of Limitless Advisor Coaching

    August 17, 2021

    Minisode - Making Annuities Available for RIAs

    Featuring: David Stone of RetireOne

    August 12, 2021

    Minisode - The Trends That Will Reshape the Advisory Profession

    Featuring: Maura Creekmore of BNY Mellon Pershing

    August 10, 2021

    Minisode - Filling the Need for Low-Cost, Passive ESG Solutions

    Featuring: Arne Noack of DWS Group

    August 9, 2021

    The Primacy of Income Generation in a Post-Pandemic Market

    Featuring: Troy Cates of Harvest Volatility Management

    August 4, 2021

    Minisode - Helping Businesses with Retirement Planning

    Featuring: Jessica Baehr of Equitable

    August 3, 2021

    The Next Generation of Risk Management Technology

    Featuring: Rick Bookstaber of Fabric RQ

    July 30, 2021

    How the Pandemic Disrupted the Global Asset Management Industry

    Featuring: Lubasha Heredia of the Boston Consulting Group

    July 27, 2021

    Volatility as an Asset Class

    Featuring: Joe Tigay and Brian Stutland of Equity Armor

    July 26, 2021

    Minisode - Can the SECURE Act 2.0 Get Retirement Planning Back on Track?

    Featuring: John Ruth of Build Asset Management

    July 15, 2021

    Minisode - A New Resource to Help with Charitable Giving

    Featuring: Fred Kaynor of Schwab Charitable

    July 14, 2021

    The Next Generation of Option-Based Strategies

    Featuring: Eric McArdle of Simplify Asset Management

    July 8, 2021

    Minisode - An Inside Look at Innovator’s Success

    Featuring: John Southard of Innovator

    July 7, 2021

    Introducing the ProShares Nasdaq-100 Dorsey Wright Momentum ETF

    Featuring: Simeon Hyman of ProShares and Jay Gragnani of Nasdaq Dorsey Wright

    July 2, 2021

    Minisode - The Story Behind the Success of Integrated Partners

    Featuring: Paul Saganey of Integrated Partners

    June 30, 2021

    How to Surprise and Delight Clients

    Featuring: Erinn Ford of Advisor Group

    June 28, 2021

    Minisode - The Mother of All Recoveries

    Featuring: Ken McAtamney of William Blair

    June 24, 2021

    Creative Solutions to Generate Income for Clients

    Featuring: Scott Kefer of Victory Capital

    June 23, 2021

    Minisode - The Future of the Retirement Income Industry

    Featuring: Dylan Huang of New York Life

    June 22, 2021

    Advanced Tax Planning Issues for Advisors

    Featuring: Steven Jarvis of Retirement Tax Services

    June 16, 2021

    Minisode - The Relevancy of Midstream Energy Today: Income and Total-Return Potential

    Featuring: Stacey Morris of Alerian

    June 15, 2021

    Minisode - The Enhancements to Protective Life’s Annuity Products

    Featuring: Jim Wagner of Protective

    June 11, 2021

    Staley Cates: Where Value Investors are Finding Opportunities

    Featuring: Staley Cates of Southeastern

    June 3, 2021

    Minisode - Understanding Financial Wellness

    Featuring: Christine Moriarty of MoneyPeace

    June 2, 2021

    Minisode - New Research on Retirement Readiness

    Featuring: Heather Kelly of Allianz

    June 1, 2021

    CI Financial’s Growth Strategy in the U.S. RIA Market

    Featuring: Kurt MacAlpine of CI Financial

    May 18, 2021

    Minisode - Inside a Top-Performing Global ESG Fund

    Featuring: Jake Walko and Lei Wang of Thornburg

    May 17, 2021

    Leadership Roles for Women in Financial Services

    Featuring: Michelle Barry of Grove Point

    May 13, 2021

    Rich Pzena on the Outlook for Value Investing

    Featuring: Rich Pzena of Pzena Investment Management

    May 12, 2021

    How to Improve the Virtual Client Meeting Experience

    Featuring: Ryan Sullivan of Hartford Funds

    April 21, 2021

    Is “Sales” a Dirty Word for Fiduciaries?

    Featuring: Shauna Mace of Inspire Growth

    April 15, 2021

    Navigating the Inflection Points as an Advisor Practice Grows

    Featuring: Kenton Shirk of Commonwealth Financial Network

    April 13, 2021

    A Debate on Whether RIAs Should Use Annuities in Retirement Plans

    Featuring: David Lau and Christine D. Moriarty

    April 9, 2021

    Minisode - Investing in the Post-Pandemic Economy

    Featuring: Simeon Hyman of ProShares

    April 1, 2021

    Minisode - SEI Systematic Core Personalization Podcast

    Featuring: Erich Holland and J. Womack of SEI

    March 30, 2021

    The Case for a Low-Volatility, High-Quality Strategy

    Featuring: Dan Waldron of First Trust

    March 29, 2021

    Diversity and Inclusion in the Asset Management Industry and Advisory Profession

    Featuring: Shundrawn Thomas of Northern Trust Asset Management

    March 25, 2021

    Introducing Accelerated ETFs™: Designed to double or triple your upside, to a cap, not your downside

    Featuring: Bruce Bond of Innovator

    March 22, 2021

    Nationwide’s Sixth Annual Advisor Authority Study – Women’s Retirement

    Featuring: Ann Bair and Lori Hall of Nationwide

    March 16, 2021

    Minisode - How Behavioral Finance Leads to Better Returns and Investor Behavior

    Featuring: Daniel Crosby of Orion Advisor Solutions

    March 15, 2021

    Minisode - Market Euphoria – How Long Can It Last?

    Featuring: Fritz Folts and Steve Cucchiaro of 3EDGE

    March 8, 2021

    Mastering the Science of Digital Marketing

    Featuring: Taylor Schulte of Define Financial

    March 3, 2021

    Minisode - A New Actively Managed ETF – the Love Our Planet & People Fund (LOPP)

    Featuring: Chris Marangi of Gabelli Funds

    March 2, 2021

    Todd Stottlemyre on Mastering the Art of Being an Observer

    Featuring: Todd Stottlemyre

    February 26, 2021

    Minisode - A Platform for Investing in the Private Markets

    Featuring: Brendan Lake of PPB Capital

    February 25, 2021

    Minisode - How Digital Automation Will Drive the Next Generation of Investment Platforms

    Featuring: Jason Wenk of Altruist

    February 22, 2021

    Minisode - Overcoming the Diversity Challenge in the Advisory Profession

    Featuring: Kristi Rodriguez of Nationwide

    February 18, 2021

    Lessons for Advisors from the GameStop Saga

    Featuring: Larry Swedroe of Buckingham Wealth Management

    February 16, 2021

    The Future of the Financial Planning Association

    Featuring: Skip Schweiss Patrick Mahoney and Bob Veres

    February 11, 2021

    Twitter and the Debate Over Free Speech

    Featuring: Barry Ritholtz of Ritholtz Wealth Management

    February 9, 2021

    How Advisors Can Help Small Companies Provide Retirement Plans

    Featuring: Chad Parks of Ubiquity Retirement + Savings

    February 2, 2021

    How to Become a Thought Leader

    Featuring: Lee Frederiksen of Hinge Marketing

    January 28, 2021

    Minisode - Why Traditional Valuation Metrics Don’t Work Any More

    Featuring: Tom Cole of Distillate Capital

    January 27, 2021

    A Practical Guide to Behavioral Finance

    Featuring: Brendan Frazier of Wired Planning

    January 22, 2021

    Minisode: The Early-Stage Megatrends that Will Drive Outsized Returns

    Featuring: Ross Klein of Changebridge Capital

    January 19, 2021

    Why Emerging Markets are Exceptionally Attractive

    Featuring: Chelsea Rodstrom of Global X

    January 6, 2021

    Minisode - How to Prepare for the Key Tax and Estate Issues in 2021

    Featuring: Leslie Geller of Capital Group

    January 4, 2021

    Minisode - Strategic Beta Solutions for the Fixed Income Market

    Featuring: Gene Tannuzzo of Columbia Threadneedle

    December 23, 2020

    How to Avoid the IRA Tax Time Bomb

    Featuring: Ed Slott

    December 22, 2020

    Minisode - Looking Ahead Into 2021

    Featuring: Tom Wald of Transamerica

    December 19, 2020

    A Conversation with Trap Kloman, COO of Commonwealth

    Featuring: Trap Kloman of Commonwealth Financial Network

    December 18, 2020

    The Digital Marketing Practices that Distinguish High-Growth Advisors

    Featuring: Kevin Darlington of Broadridge

    December 9, 2020

    M&A - Could This Be Your Time to Sell?

    Featuring: David DeVoe of DeVoe & Co.

    December 8, 2020

    Minisode - How Advisors Can Excite and Delight Clients

    Featuring: John Diehl of Hartford Funds

    December 4, 2020

    How to Target 7% Annual Retirement Distributions

    Featuring: Matt Patterson of HANDLS Index

    November 24, 2020

    Minisode - A Unique Approach to Target-Date Funds

    Featuring: Randy Welch of Principal

    November 23, 2020

    Where to Find Income in a Low--Rate World

    Featuring: Rohan Reddy of Global X

    November 19, 2020

    Minisode - Understanding the Hispanic Wealth Management Market

    Featuring: Diego Verdugo of Principal

    November 2, 2020

    Minisode: Using Annuities in a Recession

    Featuring: David Hanzlik of CUNA Mutual Group

    October 30, 2020

    Minisode - Understanding the New “Stacker” ETFs

    Featuring: Bruce Bond of Innovator ETFs

    October 29, 2020

    The Future for Thematic ETFs

    Featuring: Paul Dellaquila of Defiance ETFs

    October 22, 2020

    The Man Who Exposed Harvey Weinstein

    Featuring: Tom Ajamie of Ajamie LLP

    October 21, 2020

    Minisode: Is it Easier to Pick the Losers than the Winners?

    Featuring: David Barse of XOUT Capital

    October 20, 2020

    Minisode: New Insights in Behavioral Finance

    Featuring: Mark Halloran of Transamerica

    October 19, 2020

    Get Clear, Get Focused, Get to Work

    Featuring: Stephanie Bogan of Limitless

    October 16, 2020

    Minisode: Understanding Gender-Lens Investing

    Featuring: Anu Gaggar of Commonwealth

    September 21, 2020

    Minisode - Thematic Investing in the Era of the Pandemic

    Featuring: Jon Maier of Global X

    September 18, 2020

    Minisode - The Latest Developments in Hedge Fund Replication

    Featuring: Andrew Beer of Dynamic Beta Investments

    September 18, 2020

    Minisode - A Reality Check on Behavioral Coaching

    Featuring: Phil Toews of Toews Asset Management

    September 16, 2020

    Minisode: A Truly Unique Hedging Strategy

    Featuring: Nancy Davis of Quadratic

    September 3, 2020

    Minisode - The Key Issues for Clients with Irrevocable Trusts

    Featuring: Michael Roberts of Arden Trust

    September 2, 2020

    Minisode - The Keys to Successful Family Wealth Planning

    Featuring: Jan Blakeley Holman of Thornburg Investment Management

    September 1, 2020

    Minisode - The Next Generation of Structured-Outcome ETFs

    Featuring: Mike Loukas of TrueMark

    August 31, 2020

    The 80th Anniversary of the ‘40 Act

    Featuring: Knut Rostad, Ron Rhoades, Jim Allen

    August 28, 2020

    Where Has All the Alpha Gone?

    Featuring: Larry Swedroe of Buckingham

    August 20, 2020

    Minisode: The Defined-Risk ETF That is Dominating Its Competitors

    Featuring: JD Gardner of Aptus

    August 12, 2020

    Minisode - What it Means to be a Relative Value Investor

    Featuring: Brian Barish of Cambiar

    August 10, 2020

    Behind the July Unemployment Data

    Featuring: Jill Mislinski of Advisor Perspectives

    August 4, 2020

    Minisode: How to be a leader before, during, and after a crisis.

    Featuring: Rob Bartenstein, of Kestra Private Wealth Services

    July 21, 2020

    Has the Pandemic Altered Valuations for RIA Firms?

    Featuring: Brandon Kawal of Advisor Growth Strategies

    July 15, 2020

    Which Dividend Investing Strategy is the Best?

    Featuring: Lance Humphrey and Scott Kefer of Victory Capital

    July 8, 2020

    How to Deliver 2x the Value in Half The Time (and Have a Life)

    Featuring: Stephanie Bogan of Educe

    July 7, 2020

    Disconnected Fundamentals and Market Valuations

    Featuring: Bob Gay of Fenwick Advisers

    June 26, 2020

    Minisode - Leadership Lessons from the COVID Crisis

    Featuring: James Poer of Kestra Financial

    June 24, 2020

    Minisode: An Exceptional Time for Special-Situation Investing

    Featuring: David Marcus of Evermore

    June 22, 2020

    Stephanie Kelton in Defense of MMT

    Featuring: Stephanie Kelton

    June 8, 2020

    Minisode - What Matters in Emerging Market Investing

    Featuring: David Dali of Matthews Asia

    June 5, 2020

    Today’s Surprising Unemployment Report

    Featuring: Jill Mislinski of Advisor Perspectives

    June 3, 2020

    Minisode - The Evolution of Defined-Outcome Investing

    Featuring: Karan Sood of Cboe Vest

    May 26, 2020

    Minisode - Where a Veteran Value Investor is Finding Opportunities

    Featuring: Charles Lemonides of ValueWorks

    May 21, 2020

    Minisode - How the Baron Opportunity Fund Outperformed in Q1

    Featuring: Michael Lippert of Baron Funds

    May 20, 2020

    Minisode - Downside Protection with Long/Short Funds

    Featuring: Harin de Silva, portfolio manager at Analytic Investors team at Wells Fargo Asset Management

    May 19, 2020

    Woody Brock on Our Economic Future

    Featuring: Woody Brock

    May 18, 2020

    April Retail Sales and Industrial Production

    Featuring: Jill Mislinski of Advisor Perspectives

    May 13, 2020

    Minisode - Understanding the Popularity of Defined-Outcome ETFs

    Featuring: Bruce Bond of Innovator Capital Management.

    May 11, 2020

    Minisode - The Post-Crisis Future for Fintech Vendors

    Featuring: Mike Kerins of RobustWealth

    May 9, 2020

    The Future of Active Management

    Featuring: John Rekenthaler of Morningstar

    May 8, 2020

    Behind May’s Disastrous Unemployment Numbers

    Featuring: Jill Mislinski of Advisor Perspectives

    May 1, 2020

    Understanding the Q1 GDP Report

    Featuring: Jill Mislinski of Advisor Perspectives

    April 30, 2020

    Minisode - The Unique Investment Opportunities in India

    Featuring: Ajay Krishnan and Matt Dreith

    April 27, 2020

    Minisode - The Impact of the Coronavirus on E-Commerce

    Featuring: Kevin Kelly of Benchmark

    April 24, 2020

    A History of Financial Scams

    Featuring: Ben Carlson of Ritholtz Wealth Management

    April 23, 2020

    Minisode: Why NASDAQ Options Generate Superior Risk-Return Portfolios

    Featuring: Herb Blank of Global Finesse

    April 21, 2020

    Minisode - How the Coronavirus is Reshaping Global Investment Opportunities

    Featuring: Ken McAtamney of William Blair

    April 17, 2020

    Minisode - Which Factors Should Advisors Overweight

    Featuring: Mark Carver of MSCI

    April 16, 2020

    The Exceptional Post-Crisis Investment Opportunities

    Featuring: Rob Arnott of Research Affiliates

    April 9, 2020

    Minisode - A Tactical Approach to Factor Investing

    Featuring: John Lunt of Lunt Capital

    April 3, 2020

    Understanding the Impact of Today’s Employment Data

    Featuring: Jill Mislinski of Advisor Perspectives

    March 25, 2020

    Shirl Penney - The Elements of Crisis Leadership

    Featuring: Shirl Penney of Dynasty Financial Partners

    March 19, 2020

    Woody Brock - The Economic Impact of the Coronavirus

    Featuring: Woody Brock

    March 18, 2020

    Minisode - How to Leverage Technology for a Virtual Business

    Featuring: Samantha and Ryan Russell of Twenty Over Ten

    March 17, 2020

    Understanding the Upheaval in the Muni Bond Market

    Featuring: Tom Doe of Municipal Market Analytics (MMA)

    March 13, 2020

    What to Say When Your Clients Yell “Sell!”

    Featuring: Sean Brown of YCharts

    February 25, 2020

    Minisode - The Latest Developments in Advisor Regulation

    Featuring: Dave Whitaker of Foreside

    February 24, 2020

    Minisode - The Case for High Dividend, Low Volatility Investing

    Featuring: Mike LaBella of QS Investors

    February 22, 2020

    Minisode - Meeting the Income Challenge for Advisors and their Clients

    Featuring: Bill Smalley of Virtus ETF Solutions

    February 21, 2020

    What to Do When a Strategy Performs Poorly

    Featuring: Larry Swedroe of Buckingham Strategic Wealth

    February 20, 2020

    Minisode - Using Non-Traditional Sources of Income

    Featuring: Tony Dufault Pacific Global ETFs

    February 19, 2020

    Minisode - Hedge-Fund Replication in an ETF

    Featuring: Andrew Beer of IMGlobal Partner

    February 18, 2020

    Minisode - Which ETFs WIll Dominate in 2020

    Featuring: Noel Archard of State Street Global Advisors

    February 17, 2020

    Minisode - A Dividend-Value Income Solution

    Featuring: Lance McGray of Advisors Asset Management

    February 15, 2020

    Minisode - The Trends That Will Dominate the ETF Industry

    Featuring: Ryan Sullivan of BBH

    February 14, 2020

    Minisode - What Was Behind Last Year’s Outperformance in Precious Metals?

    Featuring: Steve Dunn of Aberdeen Standard Investments

    February 10, 2020

    TIGER 21: How the ultra-wealthy are investing

    Featuring: Michael Sonnenfeldt of TIGER 21

    February 8, 2020

    Minisode - The Role of Succession Planning in Taking on Institutional Capital

    Featuring: Stuart Silverman of Bluespring Wealth Partners

    February 7, 2020

    Minisode - The New ETF That Avoids Losers Instead of Picking Winners

    Featuring: Will Rhind of GraniteShares

    February 6, 2020

    Minisode - A New Tool to Forecast ETF Performance

    Featuring: Pete Carmasino of Chaikin Analytics

    February 4, 2020

    Minisode - The Extraterrestrial ETF (UFO)

    Featuring: Andrew Chanin of Procure Holdings

    January 27, 2020

    Will Large-Cap Growth Continue to Outperform?

    Featuring: Jim Golan of William Blair

    January 21, 2020

    Contrarian views from Rupal Bhansali, CIO-Global Equities & Author, ‘Non-Consensus Investing’

    Featuring: Rupal Bhansali of Ariel Investments

    January 10, 2020

    The Future of Advisor Technology

    Featuring: Yaela Shamberg of InvestCloud

    December 31, 2019

    How This Small-Cap Value Fund Keeps Outperforming

    Featuring: Judd Peters of Hotchkis & Wiley

    December 23, 2019

    The Groundbreaking Innovation in Active ETFs

    Featuring: Ryan Sullivan of BBH

    December 18, 2019

    What Will Drive Growth in ETFs?

    Featuring: Rob Nestor of Direxion

    December 17, 2019

    The Shifting Regulatory Landscape for Advisors

    Featuring: John Gebauer of NRS

    December 16, 2019

    The Questions to Ask Your Female Clients

    Featuring: Leslie Geller of Capital Group

    December 15, 2019

    The Risks and Opportunities in Emerging Markets

    Featuring: Peter Gillespie of Lazard Asset Management

    December 14, 2019

    Matthews Asia - Opportunities in Emerging Markets

    Featuring: David Dali of Matthews Asia

    December 13, 2019

    The Future for Invesco and Active Management

    Featuring: John Hoffman of Invesco

    December 12, 2019

    Identifying and Avoiding Conflicts of Interest

    Featuring: Brian Hamburger of MarketCounsel

    December 11, 2019

    How UMA Platforms Drive Better investment Outcomes

    Featuring: Barrett Ayers of Adhesion Wealth Advisor Solutions

    December 10, 2019

    How Real Assets Hedge Against Stocks and Bonds

    Featuring: Michael Natale of Northern Trust Asset Management

    December 9, 2019

    How Captrust Blends Organic and Inorganic Growth

    Featuring: Rush Benton of CAPTRUST

    December 7, 2019

    The Key Trends in the ETF Industry

    Featuring: Matthew Bartolini of State Street Global Advisors

    December 6, 2019

    The Fund That Isn’t Following the ESG/SRI Herd

    Featuring: Charles Norton and Jeff Helfrich of Vitium Global Fund

    December 1, 2019

    Neil Hennessy’s Forecast for 2020

    Featuring: Neil Hennessy of Hennessy Advisors

    November 29, 2019

    The Case for an Allocation to Real Assets

    Featuring: Andy Wilson of DWS

    November 27, 2019

    The Next Generation of ESG/SRI Investing

    Featuring: Christian McCormick of Allianz

    November 26, 2019

    Where to Find Income in a Low-Yield Environment

    Featuring: Ben Kirby of Thornburg

    November 5, 2019

    The Case for Liquid Alternative Funds

    Featuring: Mark Adams of Litman Gregory

    November 1, 2019

    How Philanthropic Planning Retains Assets

    Featuring: Arlene Cogen

    November 1, 2019

    Does the Investment Performance of Robo Advisors Matter?

    Featuring: David Goldstone

    November 1, 2019

    The Tough Truth About a Profitable Practice

    Featuring: Jim Palumbo

    November 1, 2019

    What's Behind the Surge in RIA M&A Activity?

    Featuring: David DeVoe

    October 31, 2019

    The Coming Crisis in Hiring Talented Financial Advisors

    Featuring: Kate Healy of TD Ameritrade

    October 29, 2019

    Behavioral Finance - So What?

    Featuring: Bob Schmidt of the Brandes Institute and Frank Murtha of Market Psych

    October 23, 2019

    How to Position Portfolios for the Next Recession

    Featuring: Brian Smedley of Guggenheim

    October 16, 2019

    Where the Davis Funds is Finding Great Opportunities

    Featuring: Chris Davis of Davis Funds

    October 9, 2019

    A Top Bond Manager Explains His Bottom-up Approach

    Featuring: Lon Erickson of Thornburg

    September 20, 2019

    Why Advisors Should Consider Self-Directed IRAs

    Featuring: Patrick Hagen of STRATA Trust

    September 16, 2019

    The Facts Are In: Factor Investing Works

    Featuring: Mike Hunstad of Northern Trust Asset Management

    August 22, 2019

    Can a Low-Volatility Strategy Reduce Risk?

    Featuring: Chris Huemmer of FlexShares Exchange Traded Funds

    July 25, 2019

    How to Prepare for the Coming Market Volatility

    Featuring: Kathy Carey of Baird

    July 24, 2019

    How to Choose the Right Medicare Plan When Turning 65

    Featuring: Danielle Roberts of Boomer Benefits

    July 19, 2019

    The Interview Questions That Only Outstanding Job Candidates Can Answer

    Featuring: Bob Veres

    July 15, 2019

    An Economist Walks Into a Brothel - Lessons for Financial Advisors

    Featuring: Allison Schrager

    July 10, 2019

    How to Invest in On-Line Commerce

    Featuring: Simeon Hyman of ProShares

    June 26, 2019

    A Way to Build Customized ESG Portfolios for Clients

    Featuring: Claire Veuthey of OpenInvest with Robert Huebscher

    June 19, 2019

    What Technical Analysis Says About US Stocks

    Featuring: Jay Gragnani of Nasdaq Dorsey Wright with Robert Huebscher

    June 11, 2019

    Want to Create an ETF? Here’s How

    Featuring: Kip Meadows, CEO of Nottingham with Robert Huebscher

    June 7, 2019

    Where is the Economy and the Bond Market Headed?

    Featuring: Mike Collins of PGIM Fixed Income with Robert Huebscher

    June 1, 2019

    Why Advisors Often Sacrifice Value in Muni Bonds

    Featuring: Duane McAllister of Baird Advisors with Robert Huebscher

    May 31, 2019

    The Key Risks Facing Bond Investors

    Featuring: Mary Ellen Stanek and Warren Pierson of Baird Advisors with Robert Huebscher

    May 30, 2019

    What to Watch Out for When Outsourcing Investment Management

    Featuring: Scott MacKillop, CEO of First Ascent Asset Management, with Robert Huebscher

    May 29, 2019

    How Leading Advisors Select Technology Solutions

    Featuring: Christina Townsend of BNY Mellon’s Pershing with Robert Huebscher

    May 28, 2019

    A Top-Performinng Asia Value Fund

    Featuring: Beini Zhou of Matthews Asia with Robert Huebscher

    May 23, 2019

    The Role of Alternative Investments

    Featuring: Josh Vail of 361 Capital with Robert Huebscher

    May 22, 2019

    The Failure of Conventional Financial Planning

    Featuring: Larry Kotlikoff and Robert Huebscher

    May 20, 2019

    Achieving Financial Wellness

    Featuring: Jim Patrick of Envestnet | PMC and Kelly Michel of Envestnet Retirement Solutions with Robert Huebscher

    May 17, 2019

    What to Expect from Envestnet and MoneyGuide

    Featuring: Kevin Hughes and Tony Leal of MoneyGuide with Robert Huebscher

    May 16, 2019

    How Should Advisors Evaluate Model Portfolios?

    Featuring: Matt Goulet of Fidelity Institutional Asset Management with Robert Huebscher

    May 15, 2019

    Understanding Multifactor Portfolios

    Featuring: Jeremy Schwartz of WisdomTree with Robert Huebscher

    May 14, 2019

    The Six Themes Driving the Global Economy

    Featuring: Jim McDonald of Northern Trust with Bob Huebscher

    May 13, 2019

    Beyond Traditional Asset Management

    Featuring: Brendan Clark of Clark Capital with Robert Huebscher

    April 29, 2019

    The Changing Landscape of Investment Offerings

    Featuring: Brian O’Donnell of Northern Trust Asset Management, with Robert Huebscher

    April 24, 2019

    The Top Performing U.S. Large Cap ETF

    Featuring: Dom Catrambone, CEO of Whitford Asset Management and Robert Huebscher

    April 23, 2019

    Capturing the Outsized Returns from Robotics and Artificial Intelligence

    Featuring: Travis Briggs, CEO of ROBO Global U.S and Robert Huebscher

    April 23, 2019

    Investing to Solve the Global Water Crisis

    Featuring: Matt Weglarz of Tortoise with Robert Huebscher

    April 10, 2019

    The Biggest Development in ETFs in the Last Decade

    Featuring: Steve Deroian of John Hancock and Robert Huebscher

    April 5, 2019

    GMO’s Approach to ESG Investing

    Featuring: Hardik Shah of GMO and Robert Huebscher

    March 26, 2019

    The Role of Private Equity in Wealth Management

    Featuring: James Poer of Kestra Financial and Robert Huebscher

    March 20, 2019

    Insights from Leaders of the Top Wealth Management Platform

    Featuring: Tim Clift and Estee Jimerson of Envestnet with Robert Huebscher

    March 20, 2019

    The Future of Actively Managed ETFs

    Featuring: Ed Rosenberg of American Century Investments with Robert Huebscher

    March 8, 2019

    The Biggest Innovation in the ETF Industry

    Featuring: Robert Huebscher with Bruce Bond and Matt Kaufman

    February 27, 2019

    The Outlook for Fed Policy, China and Brexit

    Featuring: Gene Tannuzzo of Columbia Threadneedle Investments with Robert Huebscher

    February 25, 2019

    The Price War in the ETF Industry

    Featuring: Sue Thompson of State Street Global Advisors with Robert Huebscher

    February 25, 2019

    Trends in Thematic Investing

    Featuring: Jay Jacobs of Global X with Robert Huebscher

    February 13, 2019

    How Model Portfolios Are Upending Asset Management

    Featuring: Hollie Fagan of BlackRock with Robert Huebscher

    February 4, 2019

    The Coming Demise of Robo Advisors

    Featuring: Robert Huebscher

    January 25, 2019

    The Fiduciary Outlook for 2019

    Featuring: Robert Huebscher

    January 25, 2019

    Tyler Cowen: Economic Growth and the Threat to Our Distant Future

    Featuring: Robert Huebscher

    January 25, 2019

    What Happened to All the Public Equities?

    Featuring: Robert Huebscher

    Upcoming Webinars View All

    March 24, 2023 at 02:00 PM EDT - 1.0 CE credit
    The 2023 Real Estate Market Outlook
    FS Investments
    March 28, 2023 at 02:00 PM EDT - 1.0 CE credit
    Client Testimonials: Unlocking the potential for rapid growth and referrals
    Advisor Group
    April 04, 2023 at 01:00 PM EDT - 1.0 CE credit
    Bonds are bonds again: Will it last?
    Delaware Funds by Macquarie
    April 12, 2023 at 01:00 PM EDT - 1.0 CE credit
    Amid Uncertain Forecasts, Consider a Core Strategy That Has Thrived in Both Bull and Bear Markets
    Core Alternative Capital

    Sign me up to receive email newsletters from Advisor Perspectives

    • Subscribe
    • Advertise
    • Submissions
    • About Us
    • Privacy
    • Membership Terms of Use
    • Contact Us
    Follow
    © 2023, Advisor Perspectives, Inc. All rights reserved.