Who will capture value from AI long-term?
Robert Almeida, Portfolio Manager and Global Investment Strategist at MFS Investments explains the rise of AI in the context of past technological advancements. In past buildouts, including railroads,...
29 Juli 31min
An advisor plans his own retirement
Jeff Keller, Senior Financial Advisor at CI Assante, shares how he's getting ready to retire. Keller shares the technical details and emotional challenges of this process. From the arrangement he's ma...
26 Feb 31min
How one advisor invests in, and uses, artificial intelligence
Michael Zagari, Investment Advisor & Associate Portfolio Manager at Wellington-Altus Private Wealth, explains why he's applying generative AI tools in his practice and how his use of those tools valid...
26 Nov 202530min
Can alts offset volatility in today's market?
This episode unpacks how alternatives can be used to manage portfolio volatility. Chad Larson, Partner and Senior Portfolio Manager with MLD Wealth of CG Wealth Management offers his insights into the...
16 Okt 202525min
Can history help advisors understand Trump, US policy?
Dr. Jim Thorne, Chief Investment Strategist at Wellington-Altus Private Wealth explains how advisors can use history to understand the current moment, especially with regards to US policy under Presid...
26 Feb 20251h 6min
A real estate investment built on expanding homeownership
North America Home Finance is offering a new approach to real estate investment, built around giving Canadians access to homeownership. Learn how the model works and what it can do for advisors and th...
24 Juli 202411min
What makes a great wholesaler?
WP Talk goes in depth on wholesaling, interviewing three members of the WP Top 50 Wholesalers List to discover what advisors expect from their wholesalers today.
30 Apr 202441min
