Model Portfolio Solutions with Joe Mallen
Joe Mallen discusses how customizable model portfolios can meet financial advisors’ needs.
Trends with Benefits
enMarch 05, 2024
What’s Shaping the Asset Management Industry with Ben Johnson
enFebruary 22, 2024
What was the main topic of the podcast episode?
Summarise the key points discussed in the episode?
Were there any notable quotes or insights from the speakers?
Which popular books were mentioned in this episode?
Were there any points particularly controversial or thought-provoking discussed in the episode?
Were any current events or trending topics addressed in the episode?
About this Episode
Ben Johnson covers the top trends in asset management.
Recent Episodes from Trends with Benefits
What’s Shaping the Asset Management Industry with Ben Johnson
Ben Johnson covers the top trends in asset management.
Trends with Benefits
enFebruary 22, 2024
Goals-Based Asset Allocation with Jack Ablin
Jack Ablin discusses goals-based investing, volatility in bond markets, the U.S. fiscal situation, and tax loss harvesting.
Trends with Benefits
enFebruary 06, 2024
Geopolitics and Your Portfolio with Charles Myers
As geopolitical risks escalate, investors should be aware of the potential financial implications of these events.
Trends with Benefits
enJanuary 23, 2024
Creating Shareholder Value Amid India’s Digitization with Vellayan Subbiah
Learn from Vellayan Subbiah about running a successful business in India and how digitization and policy changes are impacting the business climate.
Get Ready for Retirement with Mariann Montagne
Mariann Montagne is here to help you prepare for retirement (and sleep better at night).
Who’s Buying Gold? with Axel Merk
Ed Lopez meets with Axel Merk to explore the gold demand of central banks and trends in gold markets.
How to Allocate to CLOs with Laila Kollmorgen
Laila Kollmorgen is back on the podcast to share what’s going on in the collateralized loan obligation (CLO) market and how to allocate to CLOs.
Modernizing Financial Advice with Ritik Malhotra
This episode explores how technology can be used in wealth management to improve financial advisors’ relationships with their clients.
Alternative Investment Allocation with Joe Taiber
Understand the different types of alternative investments and how to approach them in a portfolio in the context of the broader economy.