38 episodi

The official podcast of AdvisorAnalyst.com, publisher of actionable insight, commentary, analysis and practice management for investment professionals, across Canada.

Insight is Capital™ Podcast AdvisorAnalyst.com

    • Investimenti

The official podcast of AdvisorAnalyst.com, publisher of actionable insight, commentary, analysis and practice management for investment professionals, across Canada.

    Daniel Straus: Canadians Lead the World in ETF Innovation

    Daniel Straus: Canadians Lead the World in ETF Innovation

    It's revealing for the future of the financial industry that Canadian investors are gravitating toward actively managed equity and bond ETFs. ETF authority Daniel Straus weighs in on this and more.

    • 14 min
    Time to get comfortable being uncomfortable

    Time to get comfortable being uncomfortable

    Rodrigo Gordillo and Mike Philbrick, Resolve Asset Management contend that it's time to get comfortable being uncomfortable. We're late in the cycle, bond yields are at lows, equity valuations are high, and that means long term returns from the conventional 60/40 equity bond portfolio have a high probability of being lower than expected,

    Your clients' greatest risk is the probability they won't meet their financial goals – it rests upon you, their advisor, to minimize this risk. How do you do that?

    • 1h 34 min
    Som Seif: Conventional Fixed Income Will Be High Risk, Low Return

    Som Seif: Conventional Fixed Income Will Be High Risk, Low Return

    We recently sat down with Som Seif, Founder and CEO of Purpose Investments, to catch up with him on markets and strategy.

    Conventional bond investing are now a high risk, low return proposition for most investors today. What's a fixed income solution that works right now? What does the optimal equity investments sleeve look like to Seif right now. These are some of the points we chatted about.

    More detailed show notes to follow.

    • 22 min
    Dan Richards: How to be the most valuable advisor to clients

    Dan Richards: How to be the most valuable advisor to clients

    Dan Richards, CEO, Client Insights, joined us at the CETFA Mindpath ETF 2018 Conference, to talk about how advisors need to excel in terms of the value that they provide to clients.

    The level of scrutiny that investors are putting on what they're getting for what they're paying is intensified, and will continue to intensify.

    Many advisors are locked in the past to some extent, and there is also a degree of not looking at the cost/value concern from the investor's point of view.

    • 14 min
    Goshka Folda: What will make you the irreplaceable advisor?

    Goshka Folda: What will make you the irreplaceable advisor?

    Goshka Folda, President & CEO, Investor Economics, and Global Head of Research, Strategic Insight, chatted with us at the 2018 Mindpath CETFA ETF Conference to discuss her research firm's findings of what it will take for advisors to remain the advisor of choice, to be irreplaceable, in the future, as the nature of the investment business evolves, as a result of the convergence of AI, Fintech, and the proliferation of ETFs.
    On an increasing basis, advisors are facing mounting pressure as investors/consumers scrutinize costs and fees, demand more transparency, more 'contemporary' accessibility to the information regarding their accounts, and a higher level of guidance, beyond investment options. The commoditization of investment funds is shifting value in the financial ecosystem from the institutions to advisors, and advisors need to recognize that its more important than ever to fine tune their 'value narrative,' to define their value.
    "There's never been a better time to be a great advisor," says Folda.
    What makes you indispensable and irreplaceable to your clients? What do your clients need you for?
    We discuss ideas advisors may implement to get in front of the curve of the industry's evolution, to free themselves to do more of the high value work that will make them indispensable and irreplaceable to their existing and future clients.

    • 9 min
    Jason Del Vicario: The Journey to Discretionary Portfolio Manager

    Jason Del Vicario: The Journey to Discretionary Portfolio Manager

    Jason Del Vicario is a discretionary portfolio manager at Hillside Wealth Management (operating within Holliswealth/IA Securities) in Vancouver, BC. Jason's experience is varied, however, not unlike that of many Canadian advisors. Over the course of his career, and as a result of key decisions, he evolved into the discretionary fee-based portfolio manager he always envisioned being.
    Many advisors entered the financial advice business with a vision of how that would look, what it would be to achieve the position of portfolio manager, of successfully managing the wealth of private investors.
    Jason Del Vicario openly shares his journey here, in some detail, from his beginnings at Investors Group,  to what is now he and his partner's own [successful] discretionary portfolio management boutique.
     

    • 31 min

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