Gaining Perspective

Latest Episodes:

The Role of Private Equity in Wealth Management Mar 26, 2019

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Private equity funding is behind many of the big roll-up firms, including High Tower Advisors, Atria Wealth Solutions, Edelman Financial Services and the Carson Group. Most prominently, PE investments fueled Focus Financial Partners, which went public in July of last year. James Poer, the CEO of Kestra Financial, recently partnered with a private equity investor and discusses the role of private equity in wealth management.

Insights from Leaders of the Top Wealth Management Platform Mar 20, 2019

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With consolidation looming in the ETF industry, who will be the likely winners? Will advisors continue to shift allocation to passive products and will ETFs be the primary recipients of those flow? Two industry experts sort out those issues.

The Future of Actively Managed ETFs Mar 19, 2019

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ETFs have become a cornerstone of portfolio construction across the advisory industry. Over the last three decades, they have grown from zero to a $4 trillion market. My guest today is Ed Rosenberg, who will help us understand the key trends in the ETF market and what they mean for advisors.

The Outlook for Fed policy, China and Brexit Feb 27, 2019

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Making sense of the complex global economic environment is essential for advisors, at least for the very important reason of being able to intelligently answer their clients’ questions. Today, the greatest uncertainties are in Fed policy, China and Brexit. We hear from Gene Tannuzzo, whose job it is to make sense of those issues for advisors and their clients.

Trends in Thematic Investing Feb 25, 2019

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A compelling feature that draws investors to ETFs is “thematic investing.” We’ll discuss how it allows investors to target companies that are poised to benefit from structural shifts in technology, people, demographics and infrastructure development.

The Price War in the ETF Industry Feb 22, 2019

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Sue Thompson oversees the distribution of the SPY ETF, which now has over $250 billion in assets. She discussed what SSgA is doing to ensure the SPDR product line is priced competitively.

The Dividend Opportunity in ETFs Feb 22, 2019

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Dividend growth strategies showed their worth during the most recent stock market turbulence. While the S&P 500® declined more than 8% in October and November last year, dividend growth strategies fared far better. And that wasn’t limited to the domestic large-cap stock universe. It applied to mid-cap and small-cap stocks as well. I talk to the person behind the products that benefitted the most from that outperformance.

The Coming Demise of Robo Advisors Feb 14, 2019

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Robo advisors suffer from a common flaw, according to Zvi Bodie. They don’t use a “safety first” methodology and are exposing users to unnecessary risks.

How Model Portfolios Are Upending Asset Management Feb 13, 2019

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According to research from Cerulli, nearly half of advisors use a model portfolio to manage $2.7 trillion in assets. We’ll discuss how those models are permeating all aspects of investment management in the financial advisory industry.

The Fiduciary Outlook for 2019 Jan 26, 2019

Show notes

2018 may have been the toughest year for investors insofar as federal regulations are concerned. That goes back to when the SEC began reviewing conduct standards in 1995. We’ll look at what changed in the fiduciary landscape in 2018 and the outlook for 2019.

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