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The Resilient Advisor

This podcast is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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Now displaying: October, 2018
Oct 18, 2018
On this episode of The Resilient Advisor Podcast, Chris Versace helps listeners understand the power of 'Thematic Investing.'  
 
Chris is the Chief Investment Officer of Tematica Research. He is the chief editor of Tematica Investing and Tematica Pro as well as the author of the Monday Morning Kickoff, which has become a must-read for RIA’s and Money-Managers around the world. Chris is also the co-host of the Cocktail Investing Podcast: www.tematicaresearch.com/cocktail-investing and author of Cocktail Investing: http://a.co/d/dhtrWlm.
 
Connect With Chris
 
Twitter: @ChrisJVersace
Website: www.tematicaresearch.com
Oct 14, 2018
On this episode of The Resilient Advisor Podcast, Daniel Peris comes on to discuss how Modern Portfolio Theory (MPT) has failed investors.  We also discuss his thoughts on how financial advisors and investors can use an alternative approach. This approach is detailed in his new book, Getting Back to Business: Why Modern Portfolio Theory Fails Investors and How You Can Bring Common Sense to Your Portfolio.
 
 
  • Daniel oversees $20 billion dollars in equity portfolios as a Senior Portfolio Manager at Federated Investors.

  • He is the author of 3 books on investing: The Strategic Dividend Investor, The Dividend Imperative and his newly released book Getting Back to Business.

  • Daniel also holds a Ph.D and has earned the CFA designation.

 
 
About Daniel
 
Daniel Peris, Ph.D., CFA, is Senior Vice President and Senior Portfolio Manager at Federated Investors, Inc., in Pittsburgh where he oversees $20 billion dollars in equity portfolios. Before transitioning into asset management, Peris was a historian focusing on modern Russian history. He is the author of two prior books in investing, The Strategic Dividend Investor, and The Dividend Imperative, as well as a study of early Soviet history. He tweets @Back2BizBook and blogshere.
Oct 12, 2018

This series brings listeners thought leaders who share timely insights on today markets. 

Oct 1, 2018

On this episode of The Resilient Advisor Podcast, I am joined by Ed O'Brien who is the CEO of eMoney Advisor. He shares his thoughts on what The Future of the Financial Advisor looks like. His firm is releasing a report on the "Flux-Gen Advisor" in the 4th quarter that you will want to get your hands on when it is released. 

Issues we discuss:
  • How could Artificial Intelligence play into the advisor-client relationship?

  • Trends in the planning-focused community as it relates to preparing for volatility and the next bear market?

  • What the role of the financial advisor looks like in 2028.

  • The integration of eMoney with portfolio management systems such as Black Diamond and Orion.   

  • potential consolidation coming in fintech and what would that look like for the advisor and client?  

  • What he would you say to clients who may still feel as though a pure investment advisory relationship is sufficient for their family.

 

Follow eMoney Advisor on Twitter: https://twitter.com/eMoneyAdvisor

eMoney Conference Information: https://info.emoneyadvisor.com/summit-2018

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