Oct 30, 2019
The independent RIA channel has had sustained growth for over two decades. The desire for independence, innovative service models and transparency has fueled rapid growth. Bernie Clark, Head of Schwab Advisor Services has been at the forefront of this evolution from a cottage business to over a 4 trillion dollar...
Oct 16, 2019
What does an inverted yield curve tell us? And how much should we plan for a recession? In this episode, we dive into current events in the fixed income markets and what it means for portfolios and clients.
Our guest is Scott Kimball, Senior Portfolio Manager with BMO’s fixed income team. We discuss the recent FOMC...
Oct 2, 2019
Sometimes, simply educating people about how to save and budget isn’t enough to incentivize healthy choices with their money. There are deeper, more advanced strategies that advisors can use to help clients improve their financial security and wellness.
Today our guest is Wendy De La Rosa. Wendy is the co-founder of...