Dec 12, 2018
For some people, talking about money can be a frightening task. But being more open about money with spouses and family members – and financial advisors, too – can lead to better outcomes for all parties.
Kathleen Burns Kingsbury, a wealth psychology expert and author of Breaking Money Silence, joins the podcast to...
Nov 28, 2018
Charitable giving is something that touches many of our clients from large to small. For many ultra high net worth clients, philanthropic endeavors have also become a pillar in their wealth management strategy, serving a unique and individualized need.
Susanna Poon, Director of Philanthropy Services at CTC myCFO, a part...
Nov 14, 2018
Janelle Woodward, Head of Fixed Income at BMO Global Asset Management and prior guest on the podcast, joined Ben Jones at IMPACT® 2018 to discuss the current state of fixed income markets and why investors shouldn’t fear a bond bear market.
Hear their full interview, plus live questions from the audience, in this...
Oct 31, 2018
Last month, BMO held its annual Global Investment Forum in London, where a group of investment managers, economists and strategists discussed the key topics that will drive the economy and markets in 2019 and beyond.
Jon Adams makes his third appearance to the podcast to reveal the drivers of the global economy, as...
Oct 17, 2018
Writing a book on financial topics can establish you and your practice as a thought leader in your field and as an authority within your network or sphere of influence. And if it’s done well, it can act as an engine for new business that pays dividends over a long period of time. Finding the time tends to be the...