Gaining Perspective
Advisor Perspectives
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.
Episodes
Mentioned books
Feb 25, 2020 • 16min
Minisode - The Latest Developments in Advisor Regulation
My guest today is Dave Whitaker, who is president of Foreside. Foreside provides a suite of services and a platform-based model to automate and simplify compliance and distribution for asset management firms. Dave is going to talk to about some of the latest developments in the regulatory arena, including form CRS, and what they mean for advisors.
Feb 24, 2020 • 15min
Minisode - The Case for High Dividend, Low Volatility Investing
Our topic today is multi-asset class and multi-factor-equity strategies. One of the leaders in that field is QS Investors. It offers a quantitative approach that unites the intellectual and academic precision of science, engineering, mathematics, and finance and investment expertise with the power of data and technology.
Feb 22, 2020 • 10min
Minisode - Meeting the Income Challenge for Advisors and their Clients
There is an income challenge for advisors that doesn’t seem to be going away anytime soon. Virtus ETFs offer a distinctive and innovative solution to that problem, which is a collection of non-traditional income-oriented investment strategies that provide investors the potential for higher levels of income.
Feb 21, 2020 • 45min
What to Do When a Strategy Performs Poorly
In recent years, U.S. stocks have far outperformed international stocks, and growth stocks have far outperformed value stocks. That has led many to question the benefits of diversification and ask what they should do when an investment strategy performs poorly. This podcast will answer that question.
Feb 20, 2020 • 10min
Minisode - Using Non-Traditional Sources of Income
In today’s low-interest-rate environment, a pervasive challenge for advisors is the need for income-oriented solutions for clients, especially those at or nearing retirement. That need has led many to seek high-risk sectors of the bond and equities markets. The consequences of those decisions could be disastrous for investors. So we are going to look at another solution.
Feb 19, 2020 • 11min
Minisode - Hedge-Fund Replication in an ETF
We are here to talk about hedge fund replication and how advisors can access hedge fund strategies without the burdensome cost and illiquidity of alternative investment classes.
Feb 18, 2020 • 13min
Minisode - Which ETFs WIll Dominate in 2020
SSGA issued the first ETF in 1993 and today is a dominant leader in the ETF industry. It offers the world’s biggest ETF, SPY, with $314 billion in assets. From sectors and smart beta to fixed income, SSGA has relentlessly pursued new ways to solve client's most complex investment challenges.
Feb 17, 2020 • 17min
Minisode - A Dividend-Value Income Solution
Advisors Asset Management (AAM) is a leading provider of income-generating investment solutions. It entered the ETF market in 2017 and offers investors an innovative high dividend value strategy across domestic, emerging and international developed markets. These ETFs focus on income and value, seeking to help investors meet their current cash flow and future capital appreciation goals.
Feb 15, 2020 • 21min
Minisode - The Trends That Will Dominate the ETF Industry
One of the most prominent research studies in the ETF market is the survey that Brown Brothers Harriman does in cooperation with ETF.COM. This is the seventh year that study has been conducted, and my guest, Ryan Sullivan, and I will discuss the results.
Feb 14, 2020 • 16min
Minisode - What Was Behind Last Year’s Outperformance in Precious Metals?
Last year – 2019 – was a strong year for precious metals. Gold had its strongest increase since 2010. Silver and platinum also saw their largest annual gains in several years. But the big winner was palladium, which gained over 50%.
