by Bruce Sellery | Oct 31, 2017 | Podcasts
Some seniors are sitting on piles of money, but insist on taking public transit home from chemo appointments. We’ll reframe the “value of a dollar”, in retirement. Then, Money & Manners. If Emily Post were alive today, she’d have lots to say about how we behave when it comes to our cash. We’ll also have some tips on how to get yield into your portfolio, and the latest performance numbers on a Fossil Fuel Free portfolio.
by Bruce Sellery | Oct 25, 2017 | Podcasts, Specific Segments
We talk to Alex Sasso about the new option of a “flat management fee” mutual fund.
by Bruce Sellery | Oct 25, 2017 | Podcasts, Specific Segments
We talk to Alex Despotovic and Ankita Gupta about the new resource for people who feel they have been done wrong in the investment world, the Investor Protection Clinic.
by Bruce Sellery | Oct 25, 2017 | Podcasts, Specific Segments
We talk to Anthony Boright about the future of technology on the advisory business, and on regulation.
by Bruce Sellery | Oct 25, 2017 | Podcasts, Specific Segments
We talk to Kendra Thompson on the future of asset management and the role of hybrid advice and the bringing together machine learning and humans.
by Bruce Sellery | Oct 25, 2017 | Podcasts, Specific Segments
We talk to Dr. Rui Yao about the connection between gender and investment risk tolerance.
