WiserAdvisor

AUGUST 14, 2023

The investment landscape has undergone unprecedented and rapid changes in the past two decades. With global advancements and remarkable growth in stock markets and income streams, investors face the challenge of constructing portfolios that can withstand dynamic market conditions.

Portfolio 52

Portfolio Risk Tolerance Risk Management Financial Advisor 52

Steve Sanduski

DECEMBER 5, 2022

Shannon Larson is the Senior Vice President, Platform Management and Product Development at Advisor Group , the nation’s largest network of independent financial advisors. ” Four major wealth management firms. ” Four major wealth management firms. What are you trying to solve for?

Investing 52

Investing Investments Financial Advisor Clients 52

Random Roger's Retirement Planning

JULY 18, 2022

Making changes to client portfolios' overall volatility through the duration of a stock market cycle predates when I started blogging in 2004. Certain funds and stocks when added to a portfolio can either increase or decrease volatility, here's a good example with ARKK. HDGE is the AdvisorShares Ranger Equity Bear ETF.

Assets 59

Assets Portfolio Clients Financial Planning 59

Sara Grillo

SEPTEMBER 26, 2022

What is your opinion? What is the CFP Board’s role in enforcement, and do you believe it is effective? . What do you believe the CFP Board’s role should be in the future? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

APRIL 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. I know you will also.

Valuation 289

Valuation Education Government Numbers 289

The Big Picture

OCTOBER 31, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. So if you hear his audio cut in and out, he’s all but spinning in circles.

Numbers 143

Numbers Investing Investments Marketing 143