2017 Fearless Investing Summit

What's the current status of the M&A landscape?

October 13, 2017 | Runtime: 2:18

According to Alex Chalekian, CEO of Lake Avenue Financial, it's a great time be a seller. For every one seller, there's 50 to 100 advisers looking to buy.

Using technology to improve your M&A strategy

October 12, 2017 | Runtime: 2:07

When making an acquisition, how important is good technology and great integration? Orion's George Svagera weighs in.

Asset-Map's Holt: The biggest challenge facing advisers

October 12, 2017 | Runtime: 2:53

Advisers have a hard time telling a coherent story to clients. Asset-Map's Adam Holt offers some strategies for success.

Andy Swan: The power of social media

October 12, 2017 | Runtime: 2:59

Advisers are barely skimming the surface with how they can use social media. Andy Swan of Likefolio explains the next wave of social media and how it can track consumer behaviors to gain an investing edge.

Building a portfolio with risk products

October 12, 2017 | Runtime: 2:04

How can advisers develop portfolios with their clients' risk number in mind? Ryan Issakainen of First Trust Portfolios explains how his firm is developing "risk-model" ETFs.

Why do investors behave badly?

October 12, 2017 | Runtime: 3:43

Clients need help from advisers to improve their investing behavior. Morningstar's Matthew Radgowski walks us through a worst case scenario and offers some strategies for success.

Daniel Crosby: Why your clients stink at investing (and how to fix them)

October 12, 2017 | Runtime: 2:29

How can you automate your clients' behavior? Dr. Daniel Crosby, one of the industry's top behavioral finance experts, says advisers need real-time behavioral intervention to keep clients on course.

 
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