Gaining Perspective

Gaining Perspective

By Advisor PerspectivesBusinessNewsInvestingBusiness News
Download on the App Store

Gaining Perspective episodes

  • How Real Assets Hedge Against Stocks and Bonds

    One way to address market volatility is through real assets – natural resources, infrastructure, and global real estate. Those tend to have low correlations with traditional stock and bond allocations. I am speaking today with Michael Natale, who explains why an allocation to real assets can hedge against the risks in stocks and bonds.

    13 min
  • How Captrust Blends Organic and Inorganic Growth

    One of the fastest growing and most active acquirers has been CAPTRUST, an RIA based in Raleigh, NC. In October, it acquired the wealth management business of Boston Advisors. In August, South Texas Money Management joined CAPTRUST. In June, it announced the addition of McQueen, Ball & Associates and Cornerstone Capital Advisors to its growing team. In 2018, CAPTRUST saw 21.5 percent revenue growth and $65 billion in new client assets. The firm now has more than 200 advisors across 43 locations and advises on more than $300 billion in client assets across its wealth management, retirement plan, and endowment and foundation lines of business.

    21 min
  • The Key Trends in the ETF Industry

    Matthew Bartolini has recently recommended cybersecurity protection, housing and healthcare stocks for Q4 of 2019. He has also commented on the fact that fixed-income ETFs have recorded record inflows for 2019, and has likened investing the context of weakness in the U.S. manufacturing sector to “driving with the check engine light on.” We discuss those calls as well as other key developments in the ETF industry.

    17 min
  • The Fund That Isn’t Following the ESG/SRI Herd

    In the U.S., between one quarter and one third of all assets are managed with an ESG/SRI mandate. Outside the U.S., that percentage is even higher. So I am going to explore what must be an unpopular topic – investing in so-called “sin” stocks. I am talking with the co-managers of the Vitium Global Fund – formerly the Vice Fund. That fund buys what most ESG/SRI investors scorn: stocks in the tobacco, alcoholic beverage, gaming and aerospace/defense industries.

    25 min
  • Advanced Topics for Social Security Planning
    For the vast majority of retirees, the most consequential decision they will make involves Social Security. One must decide when to begin receiving benefits, a decision that is quickly complicated when factors such as a spouse, children or a pension are involved. My guest today is Bill Reichenstein, one of the most prominent experts on Social Security.
    39 min
  • Why Advisors Shouldn’t Write Economic Commentaries
    My guest today, Sara Grillo, has written that she would rather piece her own ears than read another economic commentary written by a financial advisor. That is the question we are going to explore today. For sure, your clients are interested in understanding the key trends and developments in the economy, particularly as it pertains to their investments. But should you, as advisors, be writing those commentaries?
    22 min
  • The Small Things that Make a Great Office Culture
    Small things will create a great office culture. Should you allow pets in the office? What about a dress code? Should you have casual dress on Fridays? Those are small things in the context of planning for your clients financial futures, but they can have a big impact on your team’s morale and productivity.
    24 min
  • Diversity and Inclusion in the Advisory Profession
    According to a recent report by the consulting firm Cerulli and Associates, women make up only 16% of financial advisors. Sheryl Garrett and I explore the issues around diversity and inclusion in the advisory profession. With an aging population of advisors due to retire in the next decade or two, what will the next generation of leadership among advisors look like? And what can be done to provide better career path options for women and minorities?
    45 min
  • Neil Hennessy’s Forecast for 2020

    We discuss Neil Hennessy’s thoughts on the market as 2019 concludes, along with his 2020 outlook. Neil explains the key tenets of his investment strategy and why he thinks the market is not overvalued. Neil spends a great deal of his time talking to advisors and he discusses the key themes he is hearing.

    15 min
  • The Case for an Allocation to Real Assets

    Andy Wilson discusses how real assets have historically provided investors with solid returns, attractive income, portfolio diversification and a hedge against inflation. DWS has a 45-year investment heritage and is one of the world's leading alternatives managers.

    13 min

About Gaining Perspective

From the publisher's feed

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice,…