Dec 11, 2019
Status quo can be a hard thing to break away from. For one advisor, it was a life event that turned into a springboard for transformation.
In today’s episode, Andy Hart and Julia Carlson join Ben Jones for a special fireside chat. Hear how Julia broke out to build a thriving practice and how she has translated her...
Nov 27, 2019
Every fall, BMO brings together investment strategists, economists, and leaders from across the industry to develop a medium-term outlook on the global markets. With topics ranging from decarbonization and climate change to globalization and the risk of a U.S. recession, the Global Investment Forum helps paint a...
Nov 13, 2019
Over the last year, China’s equity markets gained greater global presence when China-A shares were listed on the MSCI and FTSE indices. Yet, the government has been slow to open more investment opportunities to foreigners. In this episode, we explore this rapidly evolving economy and how U.S. investors should view...
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...