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    Gaining Perspective Logo

    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.

    Subscribe to this podcast on:   

     

    March 2, 2021

    Todd Stottlemyre on Mastering the Art of Being an Observer

    Featuring: Todd Stottlemyre

    February 26, 2021

    Minisode - A Platform for Investing in the Private Markets

    Featuring: Brendan Lake of PPB Capital

    February 25, 2021

    Minisode - How Digital Automation Will Drive the Next Generation of Investment Platforms

    Featuring: Jason Wenk of Altruist

    February 22, 2021

    Minisode - Overcoming the Diversity Challenge in the Advisory Profession

    Featuring: Kristi Rodriguez of Nationwide

    February 18, 2021

    Lessons for Advisors from the GameStop Saga

    Featuring: Larry Swedroe of Buckingham Wealth Management

    February 16, 2021

    The Future of the Financial Planning Association

    Featuring: Skip Schweiss Patrick Mahoney and Bob Veres

    February 11, 2021

    Twitter and the Debate Over Free Speech

    Featuring: Barry Ritholtz of Ritholtz Wealth Management

    February 9, 2021

    How Advisors Can Help Small Companies Provide Retirement Plans

    Featuring: Chad Parks of Ubiquity Retirement + Savings

    February 2, 2021

    How to Become a Thought Leader

    Featuring: Lee Frederiksen of Hinge Marketing

    January 28, 2021

    Minisode - Why Traditional Valuation Metrics Don’t Work Any More

    Featuring: Tom Cole of Distillate Capital

    January 27, 2021

    A Practical Guide to Behavioral Finance

    Featuring: Brendan Frazier of Wired Planning

    January 22, 2021

    Minisode: The Early-Stage Megatrends that Will Drive Outsized Returns

    Featuring: Ross Klein of Changebridge Capital

    January 19, 2021

    Why Emerging Markets are Exceptionally Attractive

    Featuring: Chelsea Rodstrom of Global X

    January 6, 2021

    Minisode - How to Prepare for the Key Tax and Estate Issues in 2021

    Featuring: Leslie Geller of Capital Group

    January 4, 2021

    Minisode - Strategic Beta Solutions for the Fixed Income Market

    Featuring: Gene Tannuzzo of Columbia Threadneedle

    December 23, 2020

    How to Avoid the IRA Tax Time Bomb

    Featuring: Ed Slott

    December 22, 2020

    Minisode - Looking Ahead Into 2021

    Featuring: Tom Wald of Transamerica

    December 19, 2020

    A Conversation with Trap Kloman, COO of Commonwealth

    Featuring: Trap Kloman of Commonwealth Financial Network

    December 18, 2020

    The Digital Marketing Practices that Distinguish High-Growth Advisors

    Featuring: Kevin Darlington of Broadridge

    December 9, 2020

    M&A - Could This Be Your Time to Sell?

    Featuring: David DeVoe of DeVoe & Co.

    December 8, 2020

    Minisode - How Advisors Can Excite and Delight Clients

    Featuring: John Diehl of Hartford Funds

    December 4, 2020

    How to Target 7% Annual Retirement Distributions

    Featuring: Matt Patterson of HANDLS Index

    November 24, 2020

    Minisode - A Unique Approach to Target-Date Funds

    Featuring: Randy Welch of Principal

    November 23, 2020

    Where to Find Income in a Low--Rate World

    Featuring: Rohan Reddy of Global X

    November 19, 2020

    Minisode - Understanding the Hispanic Wealth Management Market

    Featuring: Diego Verdugo of Principal

    November 2, 2020

    Minisode: Using Annuities in a Recession

    Featuring: David Hanzlik of CUNA Mutual Group

    October 30, 2020

    Minisode - Understanding the New “Stacker” ETFs

    Featuring: Bruce Bond of Innovator ETFs

    October 29, 2020

    The Future for Thematic ETFs

    Featuring: Paul Dellaquila of Defiance ETFs

    October 22, 2020

    The Man Who Exposed Harvey Weinstein

    Featuring: Tom Ajamie of Ajamie LLP

    October 21, 2020

    Minisode: Is it Easier to Pick the Losers than the Winners?

    Featuring: David Barse of XOUT Capital

    October 20, 2020

    Minisode: New Insights in Behavioral Finance

    Featuring: Mark Halloran of Transamerica

    October 19, 2020

    Get Clear, Get Focused, Get to Work

    Featuring: Stephanie Bogan of Limitless

    October 16, 2020

    Minisode: Understanding Gender-Lens Investing

    Featuring: Anu Gaggar of Commonwealth

    September 21, 2020

    Minisode - Thematic Investing in the Era of the Pandemic

    Featuring: Jon Maier of Global X

    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

    July 21, 2020

    Has the Pandemic Altered Valuations for RIA Firms?

    Featuring: Brandon Kawal of Advisor Growth Strategies

    July 15, 2020

    Which Dividend Investing Strategy is the Best?

    Featuring: Lance Humphrey and Scott Kefer of Victory Capital

    July 8, 2020

    How to Deliver 2x the Value in Half The Time (and Have a Life)

    Featuring: Stephanie Bogan of Educe

    July 7, 2020

    Disconnected Fundamentals and Market Valuations

    Featuring: Bob Gay of Fenwick Advisers

    June 26, 2020

    Minisode - Leadership Lessons from the COVID Crisis

    Featuring: James Poer of Kestra Financial

    June 24, 2020

    Minisode: An Exceptional Time for Special-Situation Investing

    Featuring: David Marcus of Evermore

    June 22, 2020

    Stephanie Kelton in Defense of MMT

    Featuring: Stephanie Kelton

    June 8, 2020

    Minisode - What Matters in Emerging Market Investing

    Featuring: David Dali of Matthews Asia

    June 5, 2020

    Today’s Surprising Unemployment Report

    Featuring: Jill Mislinski of Advisor Perspectives

    June 3, 2020

    Minisode - The Evolution of Defined-Outcome Investing

    Featuring: Karan Sood of Cboe Vest

    May 26, 2020

    Minisode - Where a Veteran Value Investor is Finding Opportunities

    Featuring: Charles Lemonides of ValueWorks

    May 21, 2020

    Minisode - How the Baron Opportunity Fund Outperformed in Q1

    Featuring: Michael Lippert of Baron Funds

    May 20, 2020

    Minisode - Downside Protection with Long/Short Funds

    Featuring: Harin de Silva, portfolio manager at Analytic Investors team at Wells Fargo Asset Management

    May 19, 2020

    Woody Brock on Our Economic Future

    Featuring: Woody Brock

    May 18, 2020

    April Retail Sales and Industrial Production

    Featuring: Jill Mislinski of Advisor Perspectives

    May 13, 2020

    Minisode - Understanding the Popularity of Defined-Outcome ETFs

    Featuring: Bruce Bond of Innovator Capital Management.

    May 11, 2020

    Minisode - The Post-Crisis Future for Fintech Vendors

    Featuring: Mike Kerins of RobustWealth

    May 9, 2020

    The Future of Active Management

    Featuring: John Rekenthaler of Morningstar

    May 8, 2020

    Behind May’s Disastrous Unemployment Numbers

    Featuring: Jill Mislinski of Advisor Perspectives

    May 1, 2020

    Understanding the Q1 GDP Report

    Featuring: Jill Mislinski of Advisor Perspectives

    April 30, 2020

    Minisode - The Unique Investment Opportunities in India

    Featuring: Ajay Krishnan and Matt Dreith

    April 27, 2020

    Minisode - The Impact of the Coronavirus on E-Commerce

    Featuring: Kevin Kelly of Benchmark

    April 24, 2020

    A History of Financial Scams

    Featuring: Ben Carlson of Ritholtz Wealth Management

    April 23, 2020

    Minisode: Why NASDAQ Options Generate Superior Risk-Return Portfolios

    Featuring: Herb Blank of Global Finesse

    April 21, 2020

    Minisode - How the Coronavirus is Reshaping Global Investment Opportunities

    Featuring: Ken McAtamney of William Blair

    April 17, 2020

    Minisode - Which Factors Should Advisors Overweight

    Featuring: Mark Carver of MSCI

    April 16, 2020

    The Exceptional Post-Crisis Investment Opportunities

    Featuring: Rob Arnott of Research Affiliates

    April 9, 2020

    Minisode - A Tactical Approach to Factor Investing

    Featuring: John Lunt of Lunt Capital

    April 3, 2020

    Understanding the Impact of Today’s Employment Data

    Featuring: Jill Mislinski of Advisor Perspectives

    March 25, 2020

    Shirl Penney - The Elements of Crisis Leadership

    Featuring: Shirl Penney of Dynasty Financial Partners

    March 19, 2020

    Woody Brock - The Economic Impact of the Coronavirus

    Featuring: Woody Brock

    March 18, 2020

    Minisode - How to Leverage Technology for a Virtual Business

    Featuring: Samantha and Ryan Russell of Twenty Over Ten

    March 17, 2020

    Understanding the Upheaval in the Muni Bond Market

    Featuring: Tom Doe of Municipal Market Analytics (MMA)

    March 13, 2020

    What to Say When Your Clients Yell “Sell!”

    Featuring: Sean Brown of YCharts

    February 25, 2020

    Minisode - The Latest Developments in Advisor Regulation

    Featuring: Dave Whitaker of Foreside

    February 24, 2020

    Minisode - The Case for High Dividend, Low Volatility Investing

    Featuring: Mike LaBella of QS Investors

    February 22, 2020

    Minisode - Meeting the Income Challenge for Advisors and their Clients

    Featuring: Bill Smalley of Virtus ETF Solutions

    February 21, 2020

    What to Do When a Strategy Performs Poorly

    Featuring: Larry Swedroe of Buckingham Strategic Wealth

    February 20, 2020

    Minisode - Using Non-Traditional Sources of Income

    Featuring: Tony Dufault Pacific Global ETFs

    February 19, 2020

    Minisode - Hedge-Fund Replication in an ETF

    Featuring: Andrew Beer of IMGlobal Partner

    February 18, 2020

    Minisode - Which ETFs WIll Dominate in 2020

    Featuring: Noel Archard of State Street Global Advisors

    February 17, 2020

    Minisode - A Dividend-Value Income Solution

    Featuring: Lance McGray of Advisors Asset Management

    February 15, 2020

    Minisode - The Trends That Will Dominate the ETF Industry

    Featuring: Ryan Sullivan of BBH

    February 14, 2020

    Minisode - What Was Behind Last Year’s Outperformance in Precious Metals?

    Featuring: Steve Dunn of Aberdeen Standard Investments

    February 10, 2020

    TIGER 21: How the ultra-wealthy are investing

    Featuring: Michael Sonnenfeldt of TIGER 21

    February 8, 2020

    Minisode - The Role of Succession Planning in Taking on Institutional Capital

    Featuring: Stuart Silverman of Bluespring Wealth Partners

    February 7, 2020

    Minisode - The New ETF That Avoids Losers Instead of Picking Winners

    Featuring: Will Rhind of GraniteShares

    February 6, 2020

    Minisode - A New Tool to Forecast ETF Performance

    Featuring: Pete Carmasino of Chaikin Analytics

    February 4, 2020

    Minisode - The Extraterrestrial ETF (UFO)

    Featuring: Andrew Chanin of Procure Holdings

    January 27, 2020

    Will Large-Cap Growth Continue to Outperform?

    Featuring: Jim Golan of William Blair

    January 21, 2020

    Contrarian views from Rupal Bhansali, CIO-Global Equities & Author, ‘Non-Consensus Investing’

    Featuring: Rupal Bhansali of Ariel Investments

    January 10, 2020

    The Future of Advisor Technology

    Featuring: Yaela Shamberg of InvestCloud

    December 31, 2019

    How This Small-Cap Value Fund Keeps Outperforming

    Featuring: Judd Peters of Hotchkis & Wiley

    December 23, 2019

    The Groundbreaking Innovation in Active ETFs

    Featuring: Ryan Sullivan of BBH

    December 18, 2019

    What Will Drive Growth in ETFs?

    Featuring: Rob Nestor of Direxion

    December 17, 2019

    The Shifting Regulatory Landscape for Advisors

    Featuring: John Gebauer of NRS

    December 16, 2019

    The Questions to Ask Your Female Clients

    Featuring: Leslie Geller of Capital Group

    December 15, 2019

    The Risks and Opportunities in Emerging Markets

    Featuring: Peter Gillespie of Lazard Asset Management

    December 14, 2019

    Matthews Asia - Opportunities in Emerging Markets

    Featuring: David Dali of Matthews Asia

    December 13, 2019

    The Future for Invesco and Active Management

    Featuring: John Hoffman of Invesco

    December 12, 2019

    Identifying and Avoiding Conflicts of Interest

    Featuring: Brian Hamburger of MarketCounsel

    December 11, 2019

    How UMA Platforms Drive Better investment Outcomes

    Featuring: Barrett Ayers of Adhesion Wealth Advisor Solutions

    December 10, 2019

    How Real Assets Hedge Against Stocks and Bonds

    Featuring: Michael Natale of Northern Trust Asset Management

    December 9, 2019

    How Captrust Blends Organic and Inorganic Growth

    Featuring: Rush Benton of CAPTRUST

    December 7, 2019

    The Key Trends in the ETF Industry

    Featuring: Matthew Bartolini of State Street Global Advisors

    December 6, 2019

    The Fund That Isn’t Following the ESG/SRI Herd

    Featuring: Charles Norton and Jeff Helfrich of Vitium Global Fund

    December 1, 2019

    Neil Hennessy’s Forecast for 2020

    Featuring: Neil Hennessy of Hennessy Advisors

    November 29, 2019

    The Case for an Allocation to Real Assets

    Featuring: Andy Wilson of DWS

    November 27, 2019

    The Next Generation of ESG/SRI Investing

    Featuring: Christian McCormick of Allianz

    November 26, 2019

    Where to Find Income in a Low-Yield Environment

    Featuring: Ben Kirby of Thornburg

    November 5, 2019

    The Case for Liquid Alternative Funds

    Featuring: Mark Adams of Litman Gregory

    November 1, 2019

    How Philanthropic Planning Retains Assets

    Featuring: Arlene Cogen

    November 1, 2019

    Does the Investment Performance of Robo Advisors Matter?

    Featuring: David Goldstone

    November 1, 2019

    The Tough Truth About a Profitable Practice

    Featuring: Jim Palumbo

    November 1, 2019

    What's Behind the Surge in RIA M&A Activity?

    Featuring: David DeVoe

    October 31, 2019

    The Coming Crisis in Hiring Talented Financial Advisors

    Featuring: Kate Healy of TD Ameritrade

    October 29, 2019

    Behavioral Finance - So What?

    Featuring: Bob Schmidt of the Brandes Institute and Frank Murtha of Market Psych

    October 23, 2019

    How to Position Portfolios for the Next Recession

    Featuring: Brian Smedley of Guggenheim

    October 16, 2019

    Where the Davis Funds is Finding Great Opportunities

    Featuring: Chris Davis of Davis Funds

    October 9, 2019

    A Top Bond Manager Explains His Bottom-up Approach

    Featuring: Lon Erickson of Thornburg

    September 20, 2019

    Why Advisors Should Consider Self-Directed IRAs

    Featuring: Patrick Hagen of STRATA Trust

    September 16, 2019

    The Facts Are In: Factor Investing Works

    Featuring: Mike Hunstad of Northern Trust Asset Management

    August 22, 2019

    Can a Low-Volatility Strategy Reduce Risk?

    Featuring: Chris Huemmer of FlexShares Exchange Traded Funds

    July 25, 2019

    How to Prepare for the Coming Market Volatility

    Featuring: Kathy Carey of Baird

    July 24, 2019

    How to Choose the Right Medicare Plan When Turning 65

    Featuring: Danielle Roberts of Boomer Benefits

    July 19, 2019

    The Interview Questions That Only Outstanding Job Candidates Can Answer

    Featuring: Bob Veres

    July 15, 2019

    An Economist Walks Into a Brothel - Lessons for Financial Advisors

    Featuring: Allison Schrager

    July 10, 2019

    How to Invest in On-Line Commerce

    Featuring: Simeon Hyman of ProShares

    June 26, 2019

    A Way to Build Customized ESG Portfolios for Clients

    Featuring: Claire Veuthey of OpenInvest with Robert Huebscher

    June 19, 2019

    What Technical Analysis Says About US Stocks

    Featuring: Jay Gragnani of Nasdaq Dorsey Wright with Robert Huebscher

    June 11, 2019

    Want to Create an ETF? Here’s How

    Featuring: Kip Meadows, CEO of Nottingham with Robert Huebscher

    June 7, 2019

    Where is the Economy and the Bond Market Headed?

    Featuring: Mike Collins of PGIM Fixed Income with Robert Huebscher

    June 1, 2019

    Why Advisors Often Sacrifice Value in Muni Bonds

    Featuring: Duane McAllister of Baird Advisors with Robert Huebscher

    May 31, 2019

    The Key Risks Facing Bond Investors

    Featuring: Mary Ellen Stanek and Warren Pierson of Baird Advisors with Robert Huebscher

    May 30, 2019

    What to Watch Out for When Outsourcing Investment Management

    Featuring: Scott MacKillop, CEO of First Ascent Asset Management, with Robert Huebscher

    May 29, 2019

    How Leading Advisors Select Technology Solutions

    Featuring: Christina Townsend of BNY Mellon’s Pershing with Robert Huebscher

    May 28, 2019

    A Top-Performinng Asia Value Fund

    Featuring: Beini Zhou of Matthews Asia with Robert Huebscher

    May 23, 2019

    The Role of Alternative Investments

    Featuring: Josh Vail of 361 Capital with Robert Huebscher

    May 22, 2019

    The Failure of Conventional Financial Planning

    Featuring: Larry Kotlikoff and Robert Huebscher

    May 20, 2019

    Achieving Financial Wellness

    Featuring: Jim Patrick of Envestnet | PMC and Kelly Michel of Envestnet Retirement Solutions with Robert Huebscher

    May 17, 2019

    What to Expect from Envestnet and MoneyGuide

    Featuring: Kevin Hughes and Tony Leal of MoneyGuide with Robert Huebscher

    May 16, 2019

    How Should Advisors Evaluate Model Portfolios?

    Featuring: Matt Goulet of Fidelity Institutional Asset Management with Robert Huebscher

    May 15, 2019

    Understanding Multifactor Portfolios

    Featuring: Jeremy Schwartz of WisdomTree with Robert Huebscher

    May 14, 2019

    The Six Themes Driving the Global Economy

    Featuring: Jim McDonald of Northern Trust with Bob Huebscher

    May 13, 2019

    Beyond Traditional Asset Management

    Featuring: Brendan Clark of Clark Capital with Robert Huebscher

    April 29, 2019

    The Changing Landscape of Investment Offerings

    Featuring: Brian O’Donnell of Northern Trust Asset Management, with Robert Huebscher

    April 24, 2019

    The Top Performing U.S. Large Cap ETF

    Featuring: Dom Catrambone, CEO of Whitford Asset Management and Robert Huebscher

    April 23, 2019

    Capturing the Outsized Returns from Robotics and Artificial Intelligence

    Featuring: Travis Briggs, CEO of ROBO Global U.S and Robert Huebscher

    April 23, 2019

    Investing to Solve the Global Water Crisis

    Featuring: Matt Weglarz of Tortoise with Robert Huebscher

    April 10, 2019

    The Biggest Development in ETFs in the Last Decade

    Featuring: Steve Deroian of John Hancock and Robert Huebscher

    April 5, 2019

    GMO’s Approach to ESG Investing

    Featuring: Hardik Shah of GMO and Robert Huebscher

    March 26, 2019

    The Role of Private Equity in Wealth Management

    Featuring: James Poer of Kestra Financial and Robert Huebscher

    March 20, 2019

    Insights from Leaders of the Top Wealth Management Platform

    Featuring: Tim Clift and Estee Jimerson of Envestnet with Robert Huebscher

    March 20, 2019

    The Future of Actively Managed ETFs

    Featuring: Ed Rosenberg of American Century Investments with Robert Huebscher

    March 8, 2019

    The Biggest Innovation in the ETF Industry

    Featuring: Robert Huebscher with Bruce Bond and Matt Kaufman

    February 27, 2019

    The Outlook for Fed Policy, China and Brexit

    Featuring: Gene Tannuzzo of Columbia Threadneedle Investments with Robert Huebscher

    February 25, 2019

    The Price War in the ETF Industry

    Featuring: Sue Thompson of State Street Global Advisors with Robert Huebscher

    February 25, 2019

    Trends in Thematic Investing

    Featuring: Jay Jacobs of Global X with Robert Huebscher

    February 13, 2019

    How Model Portfolios Are Upending Asset Management

    Featuring: Hollie Fagan of BlackRock with Robert Huebscher

    February 4, 2019

    The Coming Demise of Robo Advisors

    Featuring: Robert Huebscher

    January 25, 2019

    The Fiduciary Outlook for 2019

    Featuring: Robert Huebscher

    January 25, 2019

    Tyler Cowen: Economic Growth and the Threat to Our Distant Future

    Featuring: Robert Huebscher

    January 25, 2019

    What Happened to All the Public Equities?

    Featuring: Robert Huebscher

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    March 10, 2021 at 02:00 PM EST - 1.0 CE credit
    Emerging Markets in 2021: The Case for Increasing Exposure Now
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