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.

September 18, 2020

Minisode - The Latest Developments in Hedge Fund Replication

Featuring: Andrew Beer of Dynamic Beta Investments

September 18, 2020

Minisode - A Reality Check on Behavioral Coaching

Featuring: Phil Toews of Toews Asset Management

September 16, 2020

Minisode: A Truly Unique Hedging Strategy

Featuring: Nancy Davis of Quadratic

September 3, 2020

Minisode - The Key Issues for Clients with Irrevocable Trusts

Featuring: Michael Roberts of Arden Trust

September 2, 2020

Minisode - The Keys to Successful Family Wealth Planning

Featuring: Jan Blakeley Holman of Thornburg Investment Management

September 1, 2020

Minisode - The Next Generation of Structured-Outcome ETFs

Featuring: Mike Loukas of TrueMark

August 31, 2020

The 80th Anniversary of the ‘40 Act

Featuring: Knut Rostad, Ron Rhoades, Jim Allen

August 28, 2020

Where Has All the Alpha Gone?

Featuring: Larry Swedroe of Buckingham

August 20, 2020

Minisode: The Defined-Risk ETF That is Dominating Its Competitors

Featuring: JD Gardner of Aptus

August 12, 2020

Minisode - What it Means to be a Relative Value Investor

Featuring: Brian Barish of Cambiar

August 10, 2020

Behind the July Unemployment Data

Featuring: Jill Mislinski of Advisor Perspectives

August 4, 2020

Minisode: How to be a leader before, during, and after a crisis.

Featuring: Rob Bartenstein, of Kestra Private Wealth Services