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Formerly Take 15, Guiding Assets is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding Assets will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Guiding Assets ...
This series provides a guide to the economic and policy developments within the European Union (EU) and is a must-listen for any student, policy maker, legislator, economist, or corporate strategist seeking a greater understanding of the opportunities, risks, and emerging policy initiatives that will affect the 330 million consumers living there and the companies doing or seeking to do business there. These podcasts are delivered by Josina Kamerling, head of regulatory outreach for CFA Insti ...
Quick coverage of the leading practitioner journal in the investment management community. Get a quick overview of each issue with the Editor's Snapshot. Also find article summaries and more.
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CFA Institute Research Challenge Podcast
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CFA Institute Research Challenge Podcast
Research Challenge
The CFA Institute Research Challenge is an annual educational initiative promoting best practices in equity research among finance students across the world.
Named one of the top podcasts about corporate social responsibility, The Sustainability Story features intimate conversations with thought leaders from the world of ESG integration and sustainability. The topics include anything and everything about where finance intersects with the environment, governance, sustainability, social, climate change, biodiversity, human capital management, sustainable investing, impact investing, regulations, standards, and more. Host Matt Orsagh, CFA, CIPM is a ...
British Columbia's only daily news show focused on business, brought to you by Business in Vancouver newspaper and biv.com. Join hosts editor-in-chief Kirk LaPointe as well as reporters Tyler Orton and Hayley Woodin as they interview Canada's business and political leaders about the pressing issues facing British Columbian businesses and industries today. Join them as they discuss real estate, technology, the resource industries and local and provincial politics.
Amberdata is the leading digital asset data provider and provides comprehensive insights into blockchain networks, crypto markets, and decentralized finance. Join us as we explore the cryptoeconomy with leaders and experts in the space.
The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement plan ...
Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution? Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets.
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Practical Wisdom from ACP Financial Advisors
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Practical Wisdom from ACP Financial Advisors
Alliance of Comprehensive Planners (ACP)
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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Retire With Style
1
Episode 58: Do the Investment Pros Outperform the Market?
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In this episode, Wade, Alex, and Bob take a look at the ultimate test of whether someone can beat the market - Can professional money managers actually beat the market? That's their job, so they should be doing something, right? Well, apparently not. They will talk about how we know this, what it means, and what you should be doing about it. Listen…
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BIV Today
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Genevieve Hawkins on mental health and the workplace
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27:06
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Author and therapist Genevieve Hawkins has written “Mentally At Work: Optimizing health and business performance through connection,” and discusses the changing climate of the workplace in the pandemic. She is in conversation with BIV publisher and executive editor Kirk LaPointe. See omnystudio.com/listener for privacy information.…
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The Amberdata Podcast
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Episode Three: Bryce Ferguson, Co-Founder of Turnkey
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Chris Martin, Amberdata's Principal Analytics Engineer, interviews Bryce Ferguson on Turnkey and private key management. Bryce is the co-founder of Turnkey, a simple API for developers to securely manage their private keys. He was previously the head of crypto at Trade Republic in Berlin, bringing crypto trading to millions of consumers across Euro…
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Guiding Assets
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Joachim Klement, CFA: Former Credit Suisse Managing Director and UBS Head of Strategic Research Discusses the UBS–Credit Suisse Takeover and Current Market Turmoil
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In this thought-provoking episode, we dive deep into the challenges facing the European banking sector with expert guest Joachim Klement, CFA, an investment strategist at Liberum. We tackle the recent confidence breakdown in the industry, the potential risks of bank bailouts, and the impact on bond markets, while also reflecting on Joe's experience…
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Retire With Style
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Episode 57: Market Timing Still Doesn’t Work
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This week Wade, Alex, and Bob talk about the third way of active management – Market Timing. Grabbing elements of both Technical and Fundamental Analysis, Market Timing is often the mushy middle of active management. We’ll talk about just what this means, what market timers are doing, and why a lot of the time the people arguing about market timing…
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BIV Today
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Athabasca University president Alex Clark on the workplace
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Alex Clark, the new Athabasca University president, discusses a national survey on the future of work. He is in conversation with BIV publisher and executive editor Kirk LaPointe. See omnystudio.com/listener for privacy information.By Business In Vancouver
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Guiding Assets
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Barbara Stewart, CFA: Creating Your Own Personal Business Model
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During the pandemic, many people creatively changed their approach to work—building new paths to wealth that leveraged their personal skills and life priorities. Mike Wallberg, CFA, and Barbara Stewart, CFA, researcher, keynote speaker, and author of Rich Thinking, discuss these changes, including what it means to have a personal business model and…
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Retire With Style
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Episode 56: Fundamental Analysis is Fundamentally Flawed
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On this episode, Wade, Alex, and Bob discuss the other major approach to active management – Fundamental Analysis. Unlike Technical Analysis, there actually is some value in Fundamental Analysis. It’s just that the people doing the Fundamental Analysis aren’t necessarily the ones reaping those benefits. We’ll get into what it is, just who does get …
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Let's Talk EU
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The New Universe of Sustainability: The Challenging World for Company Boards
20:32
20:32
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Josina Kamerling has a discussion with Pauline van der Meer Mohr, Chair of the Supervisory Board of ASM International NV, and non-executive director on the Boards of AholdDelhaize, Nationale Nederlanden and Viatris Inc., about the future role for company boards on sustainability, and the way organisations should engage with shareholders.…
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Bond Investment Mentor®
1
Takeaways from the Silicon Valley Bank Failure
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Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Silicon Valley Bank: What happened? Article by Marc Rubinstein (CLICK HERE) 7 Takeaways for community bankers If you have questions about anything covered in this episode, please ema…
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BIV Today
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Deloitte’s “Summit” for employees and clients
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Jodi Evans, managing partner for Deloitte in Vancouver, discusses its new office space, the Deloitte Summit, and what its structure says about the evolution of work. She is in discussion with BIV publisher and executive editor Kirk LaPointe. See omnystudio.com/listener for privacy information.By Business In Vancouver
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Retire With Style
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Episode 55: Technical Analysis is Technically Wrong
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52:34
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On this episode, Wade, Alex, and Bob talk about one of the major approaches to active management – Technical Analysis. Technical Analysis appeals to a lot of people (especially in the financial media – there’s a lot of really interesting charts), but does it work? We’ll talk about what Technical Analysis is, how it (sort of) works, and whether you …
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BIV Today
1
BC Attorney General Niki Sharma on election amendments
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The BC government has introduced Election Act changes that would stiffen penalties and oversight for disinformation in campaigns and would better enable mail-in balloting. Attorney General Niki Sharma discusses the changes with BIV publisher and executive editor Kirk LaPointe. See omnystudio.com/listener for privacy information.…
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Guiding Assets
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Dagmara Fijalkowski, CFA: Good Governance of FX Markets Requires Support of All Market Participants
16:46
16:46
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Global FX markets with $2.1 trillion daily spot turnover far overshadow fixed income and equities markets in size, yet more can be done to assure their integrity and effective functioning. Mike Wallberg, CFA, speaks with Dagmara Fijalkowski, CFA, head of global fixed income and currencies at RBC Global Asset Management, about the FX Global Code, a …
In this episode, Bob French returns to discuss with Wade and Alex another fundamental question - why do we invest? What's the point of putting our savings at risk? Just like for companies, the financial markets are tools that we can use to prepare for retirement. But as useful as the markets can be, it's important to recognize that the markets don'…
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The Amberdata Podcast
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Episode Two: The State of DeFi with Coinbase Institutional's David Duong, CFA
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32:03
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Amberdata's podcast host and Principal Analytics Engineer, Chris Martin interviews David Duong on the state of DeFi. David leads cryptocurrency research efforts for institutional clients of Coinbase as Head of Institutional Research. He was previously the Head of Latin America FX Strategy and Research at HSBC managing the research coverage for Braz…
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Retire With Style
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Episode 53: How do the Financial Markets Work?
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This week Wade, Alex, and Bob bring it back to basics and look at what - and why - the financial markets are. Understanding what's happening in the markets at a fundamental level is key to using them effectively in your retirement income plan. Plus, Alex finds out whether Wade or Bob would have been good plumbers (the answer is no.) Listen now to l…
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Guiding Assets
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Kim Curtis, CFA: Genograms as a Lens to Deepen Investment Advisory Client Relationships
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One approach that can help investment advisors go beyond the familiar “Know Your Client (KYC)” information gathering is to use a genogram to map a client's family history. The genogram looks like a family tree, but also provides detailed information about current and past family relationships and helps identify financial patterns and family values …
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Retire With Style
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Episode 52: How do large institutions think about helping you develop a retirement income paycheck?
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This week, Wade and Alex welcome Tamiko Toland. As one of the leaders in the retirement income space and Head of Lifetime Income Strategy and Market Intelligence for TIAA, we discuss with Tamiko how larger institutions are tackling the retirement income dilemma as retirees go from accumulation to decumulation mode. We discuss ways institutions like…
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BIV Today
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CFIB study finds small businesses unhappy with municipalities
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Emily Boston, an analyst with the Canadian Federation for Independent Business, discusses a survey of small businesses in eight western Canadian cities that finds they feel overregulated and undervalued by local governments. She is in conversation with Kirk LaPointe, publisher and executive editor. See omnystudio.com/listener for privacy informatio…
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Bond Investment Mentor®
1
Where to Focus Your Investment Efforts in 2023
24:35
24:35
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Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: FOMC decision (2:13) Economic data review (4:27) Employment report Employment cost index ISM manufacturing & service indices MBS news: Lower 15-year mortgage issuance (8:02) Question…
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Retire With Style
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Episode 51: Should You Claim Your Social Security Benefits Early?
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38:15
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Social Security forms the foundation of most American's retirements. And deciding when to claim those benefits is hugely important. This week, Wade is joined by friend of the show, Bob French from Retirement Researcher, to talk about Wade's new paper with Steve Parrish in the Journal of Financial Planning "Which Social Security Claiming Strategy Ge…
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BIV Today
1
CFA Institute President Margaret Franklin on DEI
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26:29
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Margaret Franklin, the president of the CFA Institute, talks about the development of a code to guide Chartered Financial Analysts (CFAs) on Diversity, Equity and Inclusion to better serve investors and their communities. She is in conversation with BIV publisher and executive editor Kirk LaPointe. See omnystudio.com/listener for privacy informatio…
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The Amberdata Podcast
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Episode 1: Greg Magadini, Director of Derivatives @Amberdata
23:15
23:15
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Our first-ever guest is Amberdata’s Director of Derivatives Greg Magadini. Greg is the founder of AD Derivatives (formerly Genesis Volatility) and the host of the AD Derivatives podcast. In our debut episode, Greg speaks about how he founded AD Derivatives, trends he noticed in the market during the FTX collapse, and resources for those interested …
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Guiding Assets
1
Julia Dhar: Secrets to Disagreeing Productively
27:55
27:55
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The tried and true rules of the formal debate model can be useful to learn the skills needed to disagree productively, find common ground, and influence decisions, whether you’re presenting an analysis to colleagues in your firm’s security selection process or fielding portfolio performance questions from clients. Mike Wallberg, CFA, speaks with Ju…
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Retire With Style
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Episode 50: Navigating the Retirement Income Dashboard
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54:09
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On this week's episode, Alex and Wade walk through the Retirement Income Dashboard, which is something Wade created for Retirement Researcher in 2015. It provides benchmarks and a starting point for retirement income options as based on the current market environment. You will learn where current retirees stand with respect to those from the past, …
In this episode, we talk with special guest, Bob French, about what happened in the financial markets in 2022 - and some of the things that you should be thinking about going forward. Among other things, we also discuss what inflation may look like in the future, the value premium, and help put last year's market returns in context. Listen now to l…
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Guiding Assets
1
Martin Leinweber, CFA: Evolution of Cryptoassets Post-FTX
28:17
28:17
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In the wake of the FTX debacle, investors in cryptoassets have seen the need to critically reassess and strengthen their due diligence and risk management processes, and for regulators globally to provide greater clarity and consistency in regulating the space. In this episode, Mike Wallberg, CFA, and Martin Leinweber, CFA, Digital Asset Product St…
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BIV Today
1
Deloitte issues its 2023 economic outlook
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18:21
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Trevin Stratton, Deloitte’s national economic advisory leader, discusses its 2023 economic outlook that indicates a short recession nationally and a strong housing downturn in British Columbia. He is in conversation with Kirk LaPointe, BIV publisher and executive editor. See omnystudio.com/listener for privacy information.…
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Retire With Style
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Episode 48: How contractual income solutions fit in a fee-only world?
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In this episode, we talk to David Lau, a RISA® Advisory Board member. David is the Founder and CEO of DPL Financial Partners. DPL helps advisors and their clients find contractual income solutions on a fee-only basis. Join us as we discuss with David how consumers are benefiting from new innovations in the financial services industry. DPL is a firm…
Glacier Media journalists discuss British Columbian issues with BC Liberal leader Kevin Falcon. See omnystudio.com/listener for privacy information.By Business In Vancouver
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Retire With Style
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Episode 47: The Technology That Takes Care of Advisors So They Can Take Care Of You
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57:12
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In this episode, Wade and Alex welcome Ryan Beach. Ryan is President of Orion Wealth Management and helps lead their overall efforts. Orion is the leading wealth management software for advisors. They discuss how consumers who engage with an advisor should be aware of the partnerships that the advisor has with various service providers to make they…
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Bond Investment Mentor®
1
Why Every Financial Institution Needs an Investment Strategy
28:18
28:18
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Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Year-end market & interest rate review (2:21) Federal Reserve news (6:29) FOMC minutes Kashkari comments (ARTICLE LINK) This week's economic data (11:27) Employment report ISM Servic…
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Retire With Style
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Episode 46: The Marketing of Financial Advice - How To Separate The Wheat From The Chaff
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49:05
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In this episode, Wade and Alex welcome Kelly Waltrich, a RISA® Advisory Board Member and one of the leading marketing figures in our industry. They discuss how the different marketing messages over the years have shifted; some for the better and others for the worst. They point out how as a consumer you can identify if someone is really interacting…
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Guiding Assets
1
Peter Zeihan: The Next Chapter in the Changing Global Economic Order and Why Geography Matters (Again)
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Geopolitics, demographic trends, and geography are re-shaping the world order and driving changes in global economic power and the free trade system we have known in the recent past. Our host, Mike Wallberg, CFA, sits down with geopolitical strategist, Peter Zeihan, to discuss his new book, The End of the World is Just the Beginning. In this wide-r…
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Retire With Style
1
Recap: The RISA® and Risk Tolerance Questionnaires: Different Tools for Different Functions
48:27
48:27
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For this holiday week, Wade and Alex will recap Episode 9 of Retire With Style. The research discussed in this episode has now been published by The Alliance for Lifetime Income. Find links to this article in the show notes below. Wade and Alex examine the RISA® Profile against a popular retirement income strategy selection tool; the Risk Tolerance…
Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: FOMC decision & market reaction (2.04) Changes to FOMC membership (4:57) Federal Reserve comments on unrealized investment losses & tangible capital issues (6:35) New conforming loan…
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Retire With Style
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Episode 45: Should contractual retirement income options live inside of 401k Plans?
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In this episode, Alex and Wade bring in Bonnie Treichel, Chief Solutions Officer for Endeavor Retirement and key member of the Retirement Income Consortium, to discuss whether annuities can play an effective role in helping millions of Americans retire with contractual income solutions for their retirement income paycheck. We also discuss the curre…
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Bond Investment Mentor®
1
Investment Hotspots in 2022 and Looking Ahead to 2023
53:32
53:32
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Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Coming in January! Building an Investment Strategy for Your Financial Institution (LEARN MORE) (1:44) Conversation w/ Darnell Canada from Darling Consulting Group (5:45) The issue of…
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Guiding Assets
1
George Cipolloni, CFA: Investing When the Tide Goes Out
23:52
23:52
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A Three-Component Approach to Stock and Bond Picking. As central banks swung from QE to QT this year, the withdrawal of liquidity has been a major component in exacerbating stock market declines and bursting of bond market bubbles. Mike Wallberg, CFA, speaks with George Cipolloni, CFA, Portfolio Manager and co-leader of the balanced income strategy…
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BIV Today
1
The impact of storytelling in real estate
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Maxine Jakubke, principal at Publ!sh, joins BIV reporter Claire Wilson to discuss the role that storytelling and culture play in today's real estate industry. From placemaking to meaningful engagement, storytelling is offering a new avenue for real estate companies and developers to connect with the communities they are working in. See omnystudio.c…
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Retire With Style
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Episode 44: Where to Find Practical Resources on Retirement Income Strategies
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In this episode, Wade and Alex invite Jason Fichtner to discuss how the Alliance for Lifetime Income contains a wealth of resources for both consumers and financial professionals on retirement income strategies. Jason, leads many of the research efforts for Alliance for Lifetime Income and also serves as the Chief Economist for the Bipartisan Polic…
