AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
7min chapter
134 - The Architecture of Risk Management w/ David Reyes
The Trade Busters
Navigating the RIA Landscape
This chapter explores the evolving role of independent registered investment advisory firms, emphasizing personalized investment strategies and the importance of fiduciary duty. The speaker shares their experiences, focusing on wealth management for retirees and business owners while highlighting key insights into risk management and financial planning.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode