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Market Outlooks
A brave new Fed
This piece is approved to use with clients.
What does an inverted yield curve tell us? And how much should we plan for a recession? In this episode, we dive into current events in the fixed income markets and what it means for portfolios and clients.
Advisor Value & Fees
The power of designations
CFP, CPA, CLU, ChFC, RICP. You likely know what these designations are, but do your clients? And how important are these designations when prospective clients choose a financial advisor? Mike McGlothlin from the Society of Financial Service Professionals joins the podcast to discuss how designations act as a reinvestment in yourself and can provide outward credibility for your practice.
Philanthropy
Streaming Income - Social Impact: Changing Lives with Coffee
This piece is approved to use with clients.
On this special episode, we hear from Cemal Ezel, CEO & Founder of Change Please, a U.K. social enterprise that employs and trains members of the homeless community to become coffee baristas, and ultimately helps them to rebuild their lives.
Advisor Value & Fees
What am I paying you for: The evolving pricing models of advice
Change is on the horizon when it comes to fee structures, and this has many advisors and advisory firms at a crossroads. Today’s episode is all about how advisors should think about the topics of charging fees to clients – commissions, retainers, and all other sorts of models.
Philanthropy
Creating a lasting impact through financial education and mentorship
As financial professionals, we think about objectively managing finances almost every day. But for many, a lack of financial education makes this a difficult and intimidating task.
Human Capital
Developing the next generation of financial advisors
It’s no secret that the advisor workforce is aging, and the old ways of recruiting and retaining advisors haven’t been sufficient in meeting demand for new talent in the industry. Some firms have turned to new, unique ways of advisor development and are seeing successful outcomes for their business.
Market Outlooks
Deep Dive: 2019 - The year to leave the party?
Join Sophie Antal Gilbert, Head of Business Solutions at Russell Investments and Erik Ristuben, Russell Investments Chief Investment Strategist, as they share their market outlooks for 2019. Listen as they discuss the unique risks and opportunities associated with late cycle investing.
Tax Management
Deep Dive: Going Global - Tax-Smart Investing on the International Stage
Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Jon Eggins a Senior Portfolio Manager for Global Equities at Russell Investments, as they explore some of the potential benefits and challenges of international tax-smart investing.
Tax Management
Deep Dive: The Six Questions Advisors Should Ask About Tax-Smart Investing
Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Rob Kuharic an Investment Strategist for Tax-Managed, at Russell Investments, as they explore the 6 most common questions we hear from advisors about tax-smart investing.