The founder of Canvas on the evolution of the index fund to direct indexing and now custom indexing. Host: Greg Bartalos.

Patrick O'Shaughnessy on Custom Indexing and the Portfolio of You

The Way Forward: insights from top advisors and industry standouts on managing wealth, leading through crisis and planning for the future.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

Management

The president of Stratos Private Wealth offers actionable advice for financial advisors set to take the top job. Host: Greg Bartalos.

Jeff Brown: How to Successfully Transition From Advisor to CEO

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.

Patrick O'Shaughnessy on Custom Indexing and the Portfolio of You

Download our free app to listen on your phone