Resilient Advisor Note (August 2018)
Fidelity Issues Two Zero Fee Funds This was not a surprise to me or any regular readers. While it has been a 'race to the bottom' for a...
Overbought markets, the death of volatility and misconceptions about gold. An interview with Charlie
On this podcast Charlie Bilello from Pension Partners comes on to discuss some of their recent research on the equity markets, volatility...
The Dark Side Of Behavioral Finance With Susan Bradley
I am a self-admitted behavioral finance nerd. I love the academic lens on why we make the financial decisions that we do. My guest on...
How A Cyber Attack Could Ruin Your Business
This episode of Resilient Advisor focuses on the dangers of how a cyber attack could literally destroy your business and credibility. I...
How Modern Portfolio Theory Has Failed Investors With Daniel Peris
On this episode of The Resilient Advisor Podcast, Daniel Peris comes on to discuss how Modern Portfolio Theory (MPT) has failed investors....
The Future Of Fintech And Digital Advice With Michael Kerins
On this episode we explore the future of fintech with the CEO of RobustWealth, Mike Kerins. The digital advice space is changing rapidly...
Succession Planning Issues For Financial Advisors with Joel Beck
Without a succession plan, you are inviting a business and financial catastrophe. Your family will not maximize your years of hard...
What Growing RIA's Need To Know From The 2018 IAA Survey
The Investment Adviser Association's 2018 Executive Outlook Survey Report has some interesting data points for RIA's and potential...
Why Advisors Should Consider A TAMP With Clint Sorenson
On this episode, Clint Sorenson of WealthShield comes on the podcast to share his thoughts on the role of TAMPs today and in the future. ...
Resilient Advisor Note (June 2018)
Practice Management Research Technology & Vendors I Am Testing Loom: I have been playing with this for a couple of months. Loom is a very...
