This episode covers some of the top financial planning goals facing families, including homebuying, childcare, long-term care, and college funding.

What’s the next big thing in finance, tech, and investing? Trends with Benefits is the podcast that gives you an insider’s edge in this fast-paced world. 

We tackle everything from tech innovations to revolutionizing your investment strategies to financial planning for the future. 

Discover the perks of Trends with Benefits.

Cameron Dawson covers small-caps, her election outlook, how to approach thematic investing, and attractive areas in equities and fixed income.

Learn how turnkey asset management platforms are helping RIAs and how model portfolio adoption has changed over time.

Following the recent start of the Paris 2024 Olympics, Will Wilson discusses the Olympics economy, why he thinks sponsors are the biggest “winners,” and wealth management for athletes.

Hear from Ron Insana about artificial intelligence as an investing tool, India’s economic potential, and whether he’s concerned about Nvidia’s concentration in the market.

Learn about the top factors to consider when investing in corporate bonds and prominent trends in fixed income.

Bill Ullman joins this episode to discuss padel, a fast-growing racket sport, as well as factors transforming the financial services industry.

Doug Clinton discusses how AI models can drive investment decisions.

Hear about trends in digital assets, including NFTs and tokenization, and how SegMint is enhancing protection for digital assets.