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Retirement
Plan Talk: Analyzing risks and opportunities in today’s plan menu lineups
Curated content for RIAs.
In this episode of Plan Talk, Retirement Director Ben Rizzuto speaks with Damien Comeaux, Senior Portfolio Strategist, about how the Portfolio Construction and Strategy (PCS) team analyzes plan menu lineups to help ensure they provide adequate diversification.
Leveraging Technology & Data
Drew Propson: Head of Technology and Innovation in Financial Services at the World Economic Forum
In this episode, Drew provides her global perspective on how technology is shaping the future of wealth management, which tech driven solutions have been overhyped, and which are underrated!
Leveraging Technology & Data
Joel Bruckenstein and Bob Veres: From WealthTech’s effect on Advice to Survival of the “Most Authentic”
In this episode, The industry legends share top insights and learnings from their recently released Technology Survey and how they impact industry trends overall, provide guidance to advisors of all sizes and more.
Leveraging Technology & Data
Ron Carson: Why the RIA GIANT is placing his bets on Data, AI and AQ
Ron provides his thoughts on what advisors absolutely need to be thinking about regarding the tech stack of the future.
Sustainable Investing
Global Perspectives: Sustainable Investing in Clean Technologies
This piece is approved to use with clients.
In this episode of our “Global Perspectives” podcast series, Global Sustainable Equity Portfolio Managers Hamish Chamberlayne and Aaron Scully join Adam Hetts to discuss the latest trends in sustainability.
Retirement
Plan Talk: Best of 2020
In this year’s final episode of our Plan Talk podcast, Retirement Director Ben Rizzuto recaps notable updates, trends and legal cases from the past year in the defined contribution space. And as always, he shares a playlist of his favorite new songs from 2020.