Gaining Perspective

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.

April 30, 2024

The State of Journalism Serving the Advisory Profession

Featuring: Bob Veres of Inside Information

April 30, 2024

The Power of Tax-Loss Harvesting

Featuring: Hiren B Patel of 55ip

April 30, 2024

Why Invest in Small Caps Now

Featuring: Rayna Hannaway of Polen Capital

April 29, 2024

A Unique Platform for Alternatives

Featuring: Alan Strauss of Crystal Capital Partners

April 29, 2024

How RIAs Should Prepare for New Cybersecurity Regulations

Featuring: Gabe Garcia and Mike Lefebvre of SEI

April 29, 2024

The Hidden Opportunity in “Secondaries”

Featuring: Andrew Krei of Barrett Upton Capital Partners

April 29, 2024

How to Give Retirees the Freedom to Spend

Featuring: Tamiko Toland and Michael Finke of Income Path

April 29, 2024

How to Know if it’s Time for a New Custodian

Featuring: Mike Watson of Axos

April 29, 2024

The Big Risk in Holding Cash

Featuring: Seth Meyer of Janus Henderson

April 27, 2024

How to Go From Good to Great

Featuring: Jonathan Hirtle of Hirtle Callaghan

April 26, 2024

ESG Has Become a Meaningless Term

Featuring: Jason Britton of Reflection Asset Management

April 26, 2024

The Enduring Power of the 60/40 Allocation

Featuring: Amy Arnott of Morningstar