INTV

3 ways to help investors make smarter financial decisions

July 31, 2016 | Runtime: 6:21

Why do investors of all ages struggle with making decisions around their money? Dr. Terrance Odean explains how advisers can help, especially when it comes to younger investors.

Laffer: Why a Trump victory will result in an economic boom

July 31, 2016 | Runtime: 5:35

Art Laffer, a top economic aide to President Ronald Reagan, says that the economy is ready to explode, but it will require a change in White House to make it happen.

Schwab's Marie Chandoha: How mutual fund industry disruptions will impact advisers

July 05, 2016 | Runtime: 2:23

Marie Chandoha of Charles Schwab Investment Management says investor interest in low-cost, indexed funds is helping disrupt the mutual fund space, and also touches on the fallout the DOL fiduciary rule will have on asset management.

What does the future hold for ETFs?

July 01, 2016 | Runtime: 2:02

Strategic Beta is the biggest development in ETFs in the past decade. David Mann, the head of ETFs capital markets at Franklin Templeton, breaks down the biggest takeaways and myths of exchange traded funds.

The 3 scariest things that keep brokers from breaking away

June 10, 2016 | Runtime: 1:49

Many advisers have grown complacent in the wirehouse channel and fear breaking away because of the tools they've grown accustomed to. Sam Attias of External IT explains how these advisers can find a soft landing as an RIA.

How to stay relevant with young investors

June 09, 2016 | Runtime: 1:34

Let's face it: Financial advisers struggle when it comes to attracting millennial clients. David Lyon of Oranj offers some solutions to stay ahead of the curve.

Tech trends, tools advisers can't afford to ignore

June 08, 2016 | Runtime: 1:56

With advisers easily blinded by the next hot technology trend, Pershing's Ram Nagappan explains how sometimes it's better to get back to basics before you begin chasing the next big thing.

Post-DOL fiduciary rule, could managed accounts be a big winner?

June 08, 2016 | Runtime: 2:07

Managed accounts may be in a resurgence in 2016, according to Pershing's John Brett. But could they get a boost from the Labor Department's new regulation?

Fitting the right alternatives into client portfolios

May 31, 2016 | Runtime: 4:09

Some advisers struggle with where to put alternatives in a well-diversified portfolio. Tom Florence of 361 Capital offers some strategies.

Schwab’s Sonders: How to manage client expectations

May 31, 2016 | Runtime: 6:38

After 35 years of market tailwind, advisers are wary about what lies ahead. Liz Ann Sonders of Schwab discusses her market forecast and how to get clients to stay onboard when conditions are less than optimal.

 
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