Justin Livengood
Exploring the Mid-Cap Market with Invesco’s Justin Livengood Our guest today makes the argument for why mid-caps as an asset class belong in a properly diversified defined contribution plan investment...
25 Mai 202316min
Michael Kitces: Why Chat GPT Complements (Not Replaces) Advisors
The rapid emergence of artificial intelligence and Chat GPT specifically has raised a bunch of fresh questions about the role it will play in financial advice, and how it will impact the work and role...
22 Mai 202322min
Sheri Fitts
Why Financial Advisors Need Personal Branding: Sheri Fitts Anyone who attends a retirement industry event knows there’s a pretty good chance Sheri Fitts is speaking at it. Today we’ve got the well-kn...
8 Mai 202313min
Kevin Holt
Why Advisors Need to Consider Value Equities in DC Plan Investment Menus Now: Invesco’s Kevin Holt After underperforming growth for years, value equities finally had their time in the sun in 2022. Whi...
19 Apr 202316min
John Lettieri
EIG’s John Lettieri Refutes ARA Claims of Proposed Bill’s Challenge to Private Retirement Plan System When American Retirement Association CEO Brian Graff told attendees at the recent NAPA 401(k) Summ...
10 Apr 202317min
Michael De Feo
Talking Guaranteed Lifetime Income Solutions with Allianz Life’s Michael De Feo Guaranteed lifetime income in retirement plans is a hot topic these days, with study after study revealing that America...
27 Mar 202310min
David Ranney
5 Big Issues with Small 401(k) Plans: Rebalance’s David Ranney Small-business 401(k) plans face a lot of specific issues and challenges that don’t necessarily impact larger retirement plans. This wee...
13 Mar 202313min
Pete Swisher
Pete Swisher Deciphers SECURE 2.0’s Complex Startup Tax Credit The new SECURE 2.0 legislation has brought with it plenty of questions and confusion about its 92 different provisions, and few might be...
27 Feb 202312min
