AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
9min chapter
Live from BNY Mellon Pershing Insite
Bloomberg Businessweek
Passive Investment Strategy and Customization for Financial Advisors
The chapter discusses the benefits of a passive investment strategy that allows advisors to sit on the same side of the table as their clients. They highlight the tax benefits and cost-effective investment management of this strategy, as well as the customization aspect based on client preferences. The chapter ends with a discussion on whether this strategy is a better solution than having an in-house fund manager create an active ETF.
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