*Please read the disclaimer below* Personalization is no longer the exception when it comes to investors’ financial goals—it’s imperative. Investment flexibility is critical to addressing an investor’s unique needs, but the drive for personalization can often lead to a plethora of products and solutions. It’s equally critical for asset managers to understand how to balance a tailored investment experience without overwhelming investors with too many choices. In this episode of Frontier of Finance, Kevin Crowe, Head of Products and Solutions at SEI, shares his insights on how wealth and asset ..read more

Vanguard may be a household name, but it stays true to its humble beginnings and longstanding mission: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. In this episode, Ben Creary national sales manager for Vanguard Investments Canada Inc. joins us on Frontier of Finance to give us an inside look at this globally known investment company, its four principles for investment success wealth and why the re-balanced portfolio is alive and well ..read more

Dividends often get a reputation as something to consider during retirement, but they can be helpful in a portfolio from day 1. Boncana Maiga, Managing Director, Portfolio Manager at Manulife Investment Management, joins the Frontier of Finance podcast to talk about all things dividends, from the basics to how to build a strong income strategy ..read more

Over her career, Ingrid Macintosh has had a front-row seat in watching how the industry acknowledges and addresses women investors. The VP Wealth, Head of Sales Enablement, Marketing and Digital Strategy at TD, says we’ve come a long way, but despite out-learning, up-earning, and out-living men, women are consistently retiring less wealthy than men. In this episode, Macintosh shares eye-opening stats on the reality women investors face and tangible changes the industry should make to better serve 50% of the population… Plus, why empowering women investors isn’t just a good thing to do…it’s goo ..read more

Saving for retirement can be more personalized than you think. For many years, company-sponsored retirement plans were limited to a pre-selected list of mutual funds and annuity contracts. But now, thousands of employers have enhanced their retirement plans to offer greater flexibility and choice: the Self-Directed Brokerage Account. In this episode, we’re joined by Janet Lee, Executive Vice President, National Sales Manager, at The Pacific Financial Group to chat about the opportunity you might be missing out on—and how to help your clients take advantage of it ..read more

Saving for retirement can be more personalized than you think. For many years, company-sponsored retirement plans were limited to a pre-selected list of mutual funds and annuity contracts. But now, thousands of employers have enhanced their retirement plans to offer greater flexibility and choice: the Self-Directed Brokerage Account. In this episode, we’re joined by Janet Lee, Executive Vice President, National Sales Manager, at The Pacific Financial Group to chat about the opportunity you might be missing out on—and how to help your clients take advantage of it ..read more

A business development company, aka BDC, provides financing to small-and-midsized private companies. Investing in a BDC means you have a unique opportunity to participate in funding your local economy with the chance of an attractive return. Of course, there are some nuances. In this episode, we speak with Michael Petro, Portfolio Manager of Putnam BDC Income ETF, to share his wisdom from 15+ years of investing in BDCs ..read more

Wealth management marketing has changed a lot over the years. No one knows this better than April Rudin, Founder and CEO of The Rudin Group. A pioneer of wealth management marketing, Rudin started her career in one of the most tumultuous times in the financial world: 2008. Since then, she’s helped design top marketing campaigns for some of the world's leading wealth management firms, fintechs, and family offices. In this episode, she shares the wisdom she’s learned over her 15-year career and gives tips and tricks for advisors and marketing executives alike ..read more

You might have heard the saying, “Time in the market beats timing the market.” But what if there was another market that, until recently, accredited investors didn’t have much access to? Private Markets. Consisting of four major groups: Private Equity, Private Credit, Real Estate, and Infrastructure, Private Markets may be the key to building an Ultra High Net Worth Portfolio. In this episode, we’re joined by Jeffrey Shell, Head of Alternatives, Commercial ESG and Innovation, and Lillian Ferndriger, Director, Alternatives Distribution, from BMO Global Asset Management, to go over the Private M ..read more

In March 2023, Silicon Valley Bank, a respected regional bank heavily involved in the start-up and tech ecosystem, collapsed. Online chatter about the bank’s standing sparked a bank run and resulted in the largest financial crisis since 2008. The situation seemingly had ripple effects on other banks, including Signature Bank and Credit Suisse, and has tampered with the reputations of regional banks altogether. Is the caution warranted? What really happened? How should advisors guide their clients during tumultuous times? And what can we expect in the second half of 2023? In this episode, John ..read more