Loosen The Purse Strings
We talk to Linda Shick about reframing the value of a dollar in retirement.
Money & Manners
We talk to Sue Jacques about how we behave when it comes to our cash
The New “Flat Fee” Mutual Fund
We talk to Alex Sasso about the new option of a “flat management fee” mutual fund.
The Investor Protection Clinic at Osgood Law School
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.
Regulators Using AI To Boost Their Effectiveness
We talk to Anthony Boright about the future of technology on the advisory business, and on regulation.
Will Financial Advisors become half human, half robot Cyborg’s
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.
