Money & Manners
We talk to Sue Jacques about how we behave when it comes to our cash
EP1729 – The Folly of Frugality: Why some seniors need to get spending their stash of cash
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.
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.
The Connection Between Gender and Investment Risk Tolerance
We talk to Dr. Rui Yao about the connection between gender and investment risk tolerance.
EP1728 – The Terminators: Will Financial Advisors become half human, half robot Cyborg’s?
Perhaps Arnold Schwarzenegger will reprise his character for the film version of the investment industry’s transformation. We’ll look to the future of technology on the advisory business, and on regulation. We’ll also talk about the connection between gender and investment risk tolerance. And the new Investor Protection Clinic based at Osgoode Law School. Plus, all you can eat, for one price. That’s the idea behind a new “flat fee” mutual fund.
Planning for the future for families of kids with disabilities
Jeff Dobbin joins us to talk about the resources available for families of kids with disabilities in planning for their future.
Putting Wealth To Work
Author Joel Fleishman joins us to talk about his new book “Putting Wealth to Work” and questions the philanthropy view of ‘giving while living’ approach.
