Ranked #1
The Coming Demise of Robo Advisors
The Coming Demise of Robo Advisors
Robo advisors suffer from a common flaw, according to Zvi Bodie. They don’t use a “safety first” methodology and are exp... Read more
14 Feb 2019
•
27mins
Ranked #2
The Groundbreaking Innovation in Active ETFs
The Groundbreaking Innovation in Active ETFs
Our topic today is actively managed ETFs. On November 14, the SEC gave contingent approval for new proxy-based, semi-tra... Read more
23 Dec 2019
•
36mins
Similar Podcasts
Barron's Advisor
The Long View
Investing Insights
The Perfect RIA
Kitces and Carl - Real Talk for Real Financial Advisors
Barron's Streetwise
The Meb Faber Show
Masters in Business
Capital Ideas Investing Podcast
Stay Wealthy Retirement Show
Animal Spirits Podcast
WSJ Your Money Briefing
Motley Fool Money
Numbers by Barron's
We Study Billionaires - The Investor’s Podcast Network
Ranked #3
What to Do When a Strategy Performs Poorly
What to Do When a Strategy Performs Poorly
In recent years, U.S. stocks have far outperformed international stocks, and growth stocks have far outperformed value s... Read more
21 Feb 2020
•
45mins
Ranked #4
Woody Brock - The Economic Impact of the Coronavirus
Woody Brock - The Economic Impact of the Coronavirus
The coronavirus put an end to America’s longest post-war expansion. We are all but certain to face a recession this year... Read more
19 Mar 2020
•
35mins
Most Popular Podcasts
The Joe Rogan Experience
TED Talks Daily
The Tim Ferriss Show
The Daily
Stuff You Should Know
Oprah's SuperSoul Conversations
Armchair Expert with Dax Shepard
Ranked #5
The Future of Advisor Technology
The Future of Advisor Technology
One of the most consequential decisions an advisory firm must make is the suite of technology applications it will use –... Read more
10 Jan 2020
•
34mins
Ranked #6
The Key Risks Facing Bond Investors
The Key Risks Facing Bond Investors
Recessionary fears have subsided and all signs are that the global economy has stabilized, albeit at a less-than-desired... Read more
31 May 2019
•
23mins
Ranked #7
Why Advisors Often Sacrifice Value in Muni Bonds
Why Advisors Often Sacrifice Value in Muni Bonds
If there is one asset class where advisors have taken a do-it-yourself approach, it is municipal bonds. Advisors and the... Read more
1 Jun 2019
•
18mins
Ranked #8
The Facts Are In: Factor Investing Works
The Facts Are In: Factor Investing Works
Mike Hunstad was recently featured in an article in Institutional Investor magazine that was titled Why Factor Investing... Read more
16 Sep 2019
•
36mins
Ranked #9
The Failure of Conventional Financial Planning
The Failure of Conventional Financial Planning
There are three legs to the retirement problem: determining an appropriate savings and spending plan, having the right a... Read more
22 May 2019
•
24mins
Ranked #10
TIGER 21: How the ultra-wealthy are investing
TIGER 21: How the ultra-wealthy are investing
Founded in 1999, Tiger 21 is a peer-to-peer network of wealthy individuals who meet on a regular basis to discuss the is... Read more
10 Feb 2020
•
30mins
Ranked #11
What to Watch Out for When Outsourcing Investment Management
What to Watch Out for When Outsourcing Investment Management
Ever since the growth of robo advisors began to accelerate nearly a decade ago, the dominant trend facing advisors has b... Read more
30 May 2019
•
26mins
Ranked #12
Can a Low-Volatility Strategy Reduce Risk?
Can a Low-Volatility Strategy Reduce Risk?
According to Morningstar, in the first four months of the year, funds trying to mitigate risk raised nearly $10 billion.... Read more
5 Aug 2019
•
11mins
Ranked #13
Minisode - The Latest Developments in Advisor Regulation
Minisode - The Latest Developments in Advisor Regulation
My guest today is Dave Whitaker, who is president of Foreside. Foreside provides a suite of services and a platform-base... Read more
25 Feb 2020
•
16mins
Ranked #14
The Exceptional Post-Crisis Investment Opportunities
The Exceptional Post-Crisis Investment Opportunities
My guest, Rob Arnott, is here to discuss the big questions that should concern all advisors and their clients. How deep ... Read more
16 Apr 2020
•
38mins
Ranked #15
Behavioral Finance - So What?
Behavioral Finance - So What?
In recent years, behavioral finance has become really popular. But taking a step back, one of the biggest questions I ha... Read more
29 Oct 2019
•
33mins
Ranked #16
The Six Themes Driving the Global Economy
The Six Themes Driving the Global Economy
The chief investment strategist at one of the world’s largest asset managers provides insight into the six themes that w... Read more
14 May 2019
•
14mins
Ranked #17
The Tough Truth About a Profitable Practice
The Tough Truth About a Profitable Practice
Growing your practice isn’t just about good marketing. If you’re looking to make a better impression outwards, look inwa... Read more
3 Nov 2019
•
21mins
Ranked #18
The Interview Questions That Only Outstanding Job Candidates Can Answer
The Interview Questions That Only Outstanding Job Candidates Can Answer
Dr. Suzanne Peterson delivered a keynote presentation at the NAPFA spring conference, and Bob discusses her penetrating ... Read more
19 Jul 2019
•
28mins
Ranked #19
Achieving Financial Wellness
Achieving Financial Wellness
American investors are confronted by accelerating complexity, sub-par returns and minimal coordination between their ass... Read more
9 May 2019
•
18mins
Ranked #20
How To Build a Great Practice and Take 100 Days Off Per Year
How To Build a Great Practice and Take 100 Days Off Per Year
What holds advisors back from building the business they ideally want is not their environment or skill set. It is the “... Read more
3 Oct 2019
•
37mins
