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
Mar 20, 2019 • 13min
Insights from Leaders of the Top Wealth Management Platform
With consolidation looming in the ETF industry, who will be the likely winners? Will advisors continue to shift allocation to passive products and will ETFs be the primary recipients of those flow? Two industry experts sort out those issues.
Mar 19, 2019 • 18min
The Future of Actively Managed ETFs
ETFs have become a cornerstone of portfolio construction across the advisory industry. Over the last three decades, they have grown from zero to a $4 trillion market. My guest today is Ed Rosenberg, who will help us understand the key trends in the ETF market and what they mean for advisors.
Feb 27, 2019 • 12min
The Outlook for Fed policy, China and Brexit
Making sense of the complex global economic environment is essential for advisors, at least for the very important reason of being able to intelligently answer their clients’ questions. Today, the greatest uncertainties are in Fed policy, China and Brexit. We hear from Gene Tannuzzo, whose job it is to make sense of those issues for advisors and their clients.
Feb 25, 2019 • 9min
Trends in Thematic Investing
A compelling feature that draws investors to ETFs is “thematic investing.” We’ll discuss how it allows investors to target companies that are poised to benefit from structural shifts in technology, people, demographics and infrastructure development.
Feb 22, 2019 • 12min
The Dividend Opportunity in ETFs
Dividend growth strategies showed their worth during the most recent stock market turbulence. While the S&P 500® declined more than 8% in October and November last year, dividend growth strategies fared far better. And that wasn’t limited to the domestic large-cap stock universe. It applied to mid-cap and small-cap stocks as well. I talk to the person behind the products that benefitted the most from that outperformance.
Feb 22, 2019 • 11min
The Price War in the ETF Industry
Sue Thompson oversees the distribution of the SPY ETF, which now has over $250 billion in assets. She discussed what SSgA is doing to ensure the SPDR product line is priced competitively.
Feb 14, 2019 • 28min
The Coming Demise of Robo Advisors
Robo advisors suffer from a common flaw, according to Zvi Bodie. They don’t use a “safety first” methodology and are exposing users to unnecessary risks.
Feb 13, 2019 • 20min
How Model Portfolios Are Upending Asset Management
According to research from Cerulli, nearly half of advisors use a model portfolio to manage $2.7 trillion in assets. We’ll discuss how those models are permeating all aspects of investment management in the financial advisory industry.
Jan 26, 2019 • 18min
The Fiduciary Outlook for 2019
2018 may have been the toughest year for investors insofar as federal regulations are concerned. That goes back to when the SEC began reviewing conduct standards in 1995. We’ll look at what changed in the fiduciary landscape in 2018 and the outlook for 2019.
Jan 25, 2019 • 15min
Tyler Cowen: Economic Growth and the Threat to Our Distant Future
The chief goal of society should be to maximize wealth, according to Tyler Cowen. Pursuing that goal has delivered everything from nutritious and abundant food to air conditioning and smartphones in the developed world, and those benefits are spreading rapidly to the developing world. We’ll look at whether Cowen’s single-minded focus on growth make sense and what it means for investors.
