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.

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 20, 2021

Minisode - The Latest Developments in Annuities

Featuring: Transamerica

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