Uncannily accurate with recent stock market calls, the Stack Financial Management founder offers a bittersweet forecast. Host: Greg Bartalos.

Jim Stack Stays Bearish But Spies Opportunity

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Management

How a stable work environment creates the conditions in which people can do their best work. Host: Steve Sanduski.

Ashley Goodall: Embrace Stability, Not Disruption, to Drive Growth

The president and CEO of Angeles Wealth Management discusses tax-aware investing, legacy planning, and how to keep ultrahigh-net-worth families from splintering over money. Host: Greg Bartalos.

Jon Foster: Multigenerational Planning and the Psychology of Wealth

The best lessons in leadership are often learned by navigating the most challenging environments, says the sailor and co-founder of 59° North. Host: Steve Sanduski.

Andy Schell: Leadership Lessons From the High Seas

“A tremendous war for talent” means that RIAs must provide paths for career advancement and an inclusive environment, says the vice chair of Emigrant Bank and chair of Emigrant Partners. Host: Greg Bartalos.

Liz Nesvold: How Advisors Can Attract, Nurture, and Keep Female Talent

The head of MAI Capital Management discusses the dos and don’ts of successful dealmaking. Host: Greg Bartalos.

Jim Stack Stays Bearish But Spies Opportunity

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