What does resilience look like?
When markets turn volatile, the industry talks about resilience. But language matters and understanding what a resilient portfolio and a resilient client actually look like can provide useful instruct...
18 Syys 32min
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 Heinä 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 Helmi 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 Marras 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 Loka 202525min
Hear why Michael Lee-Chin is investing in atomic technologies
Learn why Michael Lee-Chin, billionaire chairman of Portland Holdings Inc. is now focused on two key issues facing mankind: clean energy and cancer.
28 Maalis 202528min
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 Helmi 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 Heinä 202411min
