by Advisor Perspectives
This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
Language
🇺🇲
Publishing Since
1/24/2019
Email Addresses
1 available
Phone Numbers
0 available
April 30, 2024
<p>This is a bittersweet moment. We are recording this on April 26, and April 30 will be my final day at VettaFi, after which I will no longer be associated with the <em>Advisor Perspectives</em> publication. This will be the final episode of the nearly 500 that I have hosted for the Gaining Perspective podcast.</p><p>There is no better topic to discuss in this podcast than the state of journalism in the advisory profession. “The profession of journalism exists, at its best, to inform and occasionally correct the record, to right a wrong, especially an awful thing that is wrong.” Those are not my words, but those of my guest today, who stands at the pinnacle of the journalism profession for advisors.</p><p>Here are some links on this topic:</p><ul><li>Bob Veres’<a href="https://bobveres.com/"> Inside Information service</a> - https://bobveres.com/ </li><li>Bob Huebscher’s farewell<a href="https://www.advisorperspectives.com/articles/2024/04/23/farewell-robert-huebscher?topic=global-markets"> article</a> - https://www.advisorperspectives.com/articles/2024/04/23/farewell-robert-huebscher?topic=global-markets</li></ul>
April 30, 2024
<p>Tax-management strategies are crucial for clients, and they need today’s most sophisticated tools to relieve the tax burden for their clients. In this episode, my guest will dive into those strategies, such as tax-loss harvesting, and will explain how tax technology plays a significant role in driving value through smart, automated processes that find the right investment strategies for every client. We’ll also discuss why it’s important to deliver tax-loss harvesting with a purpose as well as some other hot topics affecting the advisory profession.</p><p>Here are some links to learn more about Hiren and 55ip:</p><ul><li>55ip – <a href="http://www.55-ip.com/">www.55-ip.com</a></li><li>Tax Harvest Indicator (as of Dec. 31, 2023) - <a href="https://info.55-ip.com/hubfs/Marketing%20Library/55ip_TaxHarvestIndicatorQ42023.pdf">https://info.55-ip.com/hubfs/Marketing%20Library/55ip_TaxHarvestIndicatorQ42023.pdf</a></li></ul>
April 30, 2024
<p>My guest today believes that the underperformance of the Magnificent 7 is creating opportunities in small-cap equities as investors look to loosen their portfolio concentration in large-cap names. In addition, increased small-cap M&A activity, better credit market conditions, and a lower cost of capital, are creating fertile ground for small-cap companies.</p><p>Here are some links to learn more about Rayna and Polen Capital:</p><ul><li>www. Polencapital.com</li></ul>
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