PODCAST SERIES
Introducing a new Webcast Series with Bob Powell from TheStreet.com
The series will have 11 episodes that highlight key aspects of my upcoming book "Goals-Based Investing: A Visionary Framework for Wealth Management".
November 2, 2021 | Episode 10
Innovations in Private Markets
Private markets have historically been the exclusive domain of large institutions and family offices, due to accreditations standards, high minimums, and limited liquidity, but that's starting to change.
October 26, 2021 | Episode 9
Alternative Investments
The savviest investors are making significant allocations to alternative investments.
October 12, 2021 | Episode 8
Sustainable Investing
Taking the lead on education and implementation. One of the biggest trends across the financial services industry has been the growth of sustainable investing, in both the number of products and the asset growth over the past couple of years.
August 31, 2021 | Episode 5
Challenging Modern Portfolio Theory
Wealth advisers need an expanded set of investment options to meet their client’s goals and objectives.
August 31, 2021 | Episode 5
Advisors Embracing Their Role as Behavioral Coaches
Wealth advisors can add considerable value by embracing their role as behavioral coaches.
August 23, 2021 | Episode 4
The Future of Wealth Management
The wealth management industry will transform over the next decade, and advisors will need to evolve their practices to meet clients’ goals.
August 4, 2021 | Episode 3
The Evolution to a Wealth Advisor
The role of advisers has evolved considerably over the past several decades, from stockbroker to financial advisor to investment consultant to wealth adviser.
July 20, 2021 | Episode 2
The State of the Financial Services Industry
The financial services industry, according to Tony Davidow, author of Goals-based Investing, is at a key inflection point, with a number of trends shaping the future of advice, including fee compression, the rise of passive investing, disruptive technology, the need for advanced education, and the lack of practice diversity.
July 6, 2021 | Episode 1
Why I Wrote My Book… Why Now?
The financial services industry has experienced a rapid transformation over the last decade and Goals-Based Investing examines the implications of this transformation.
