The best videos and podcasts for wealth professionals, from asset managers, advisors and industry events, each with a short take from our editors.
It is a peer-level account of how a large advisory practice organizes people, roles and client service across a multi-partner firm, rather than a product pitch. The AI remarks give a sense of how one practice leader is framing the technology question for advisors.
It offers a financial planner's checklist for starting estate planning and flags beneficiary updates after major life events, both common topics in client conversations.
The episode gives wealth professionals a wide-ranging discussion of market and consumer themes, including the AI debate and the wealth held by older generations.
For advisors who use or consider tax-aware strategies, the discussion focuses on client risk tolerance and the due-diligence questions raised by greater IRS attention. It frames tax savings alongside the financial and personal costs of scrutiny.
It bundles a handful of the themes advisors are fielding client questions about right now: AI capex, credit conditions and market breadth. The chart segment offers a way to think about where strength in the market is concentrated, framed as one firm's commentary rather than a recommendation.
For wealth professionals, the episode frames AI accountability at the deploying organization and discusses how AI may affect jobs and early-career workers. It offers a manager's view of AI adoption and governance rather than a technical or investment discussion.
The episode puts the advisory profession's own history in context alongside a broader account of the advice Americans have been given over three centuries. It also raises household and relationship dynamics, including who makes financial decisions at home, that sit behind client conversations.
For wealth professionals working with taxable clients, the episode provides context on current municipal bond yield levels and the taxable-equivalent yields cited for top-bracket investors. It also frames the discussion around both opportunities and risks in the sector.
For wealth professionals working with retiree clients, the episode frames account-type choice and withdrawal timing as tax-planning considerations. It reviews mechanics such as RMDs, Roth conversions and asset location that can affect retirement income planning discussions.
Advisors get a macro strategist's framework for weighing fundamentals against momentum across equities and fixed income. Bernstein is presented as a veteran, contrarian voice, which may suit listeners looking for a view outside consensus.
It is a practitioner account of using YouTube as a client acquisition channel, which may interest advisors weighing content marketing against other growth routes. The episode focuses on the creator's own experience building an audience and converting it into advisory prospects.
For wealth professionals, the episode focuses on understanding how much AI exposure clients may already own through index-based portfolios and where concentration risks may sit. It also discusses portfolio construction questions around fundamentals, diversified sources of return and intentional versus unintended risk-taking.
The episode is relevant to wealth professionals who deal with client behavior during drawdowns and with the gap between investment returns and investor returns. It offers language for discussing risk, expectations and behavioral coaching grounded in the material discussed.
For advisors and operations leads weighing AI tooling, the episode is pitched as a discussion of task division between advisors and AI agents rather than a product demo. The origin story — starting from Salesforce data entry — may be a familiar entry point for firms looking at workflow automation.
For wealth professionals interested in firm leadership and career progression inside a single RIA, the episode focuses on how one CEO moved from intern to top executive. It also addresses management, business development, scheduling, equity ownership and career development within an advisory firm.
For wealth professionals who use or follow manager research, the episode describes how one research organization is applying AI agents to analysis of investment strategies and what may come next.
It gives advisors and ria-ma watchers a look at one minority-capital model that is pitched as letting founders keep ownership and decision-making control while gaining growth resources. The segments on data infrastructure and private-market access touch on operational questions firms face when weighing outside investment or expanded investment offerings.
It offers a sitting mortgage REIT chief executive's view on how rate normalization and GSE policy affect a niche income sector, plus a discussion of housing policy and institutional investment that touches adjacent allocations.
For wealth professionals, the episode offers a framework for separating expanded RIA capabilities from a true family office operating model. It also highlights practical issues around complexity, liquidity and collateral that can shape how families with concentrated or illiquid wealth are served.
For wealth professionals, it frames portfolio questions around AI exposure, funding conditions, index flows, real assets and international diversification rather than a single market outcome. It also raises practice-side issues such as career risk and holding cash for peace of mind.
Retirement income planning is a core advisory task, and this episode focuses on income sources other than bonds alongside withdrawal and spending decisions. Advisors working on retiree portfolios may want to hear how the guests frame those trade-offs.
It is a practitioner-level discussion of how rates, inflation and credit selection are being framed inside a large fixed income manager, including where the speaker sees investors being paid for risk. Useful for advisors weighing duration, securitized exposure and private credit in client portfolios.
It is a walkthrough of a listed derivatives product and its stated mechanics, aimed at listeners who want to understand how such instruments are structured and what leverage and hedging look like in practice. The discussion comes from an exchange representative rather than an independent commentator, which is worth noting when weighing the material.
For wealth professionals, it offers context on the fixed-income market's role in the financial system and a financial journalist's view of how market crises shaped coverage. The material is framed around financial history and journalism rather than portfolio recommendations.
For wealth professionals, the episode focuses on the client-relationship side of advising rather than technical or market content. It frames the advisor’s guide role as a practice issue tied to empathy, self-reflection and referrals.
For wealth professionals, the episode ties AI adoption to practical operating questions such as data ownership, vendor relationships and cybersecurity. It also raises deal-agreement awareness and questions about the credibility of advisor rankings.
For wealth professionals, the episode frames portfolio design around client behavior and personal circumstances rather than spreadsheet optimization alone. It may be useful for thinking about how goals, liquidity needs and complexity affect whether a portfolio is sustainable for a client.
For wealth professionals working with ETFs, the episode touches on portfolio concentration, crypto allocation questions, thematic fund drawdowns and the growth of income products. It offers a discussion of current ETF industry themes rather than a single investment thesis.
For wealth professionals, the episode touches on client-facing themes behind economic sentiment and financial anxiety. It also raises questions about AI's possible effect on advisory work and how market risks are being framed.
Changes to custodian fee structures and the scale of Schwab's own wealth business bear directly on the platform economics advisors operate within. The Beacon Pointe figures offer a rare look at the margins, organic growth and leverage of a large RIA.
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