Videos, podcasts and talks worth a wealth professional’s time, picked and summarised by our desks. They play right here.
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, 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.
The episode gives wealth professionals a quick review of new ETF structures, including a large institutional seed, private-company exposure in an ETF wrapper, and options- and managed-futures-based products. It is grounded in product mechanics and launch details rather than recommendations.
For wealth professionals whose firms are evaluating AI adoption, the episode frames a shift from individual productivity uses to workflow-level agents and highlights governance and security considerations. It also discusses operating implications for private capital firms.
The episode explains a software vendor's role in alternative investment workflows, which may be relevant to professionals interested in deal sourcing and pipeline management tools. It is a sponsored insight tied to the podcast's Private Equity Deals season.
For wealth professionals, the episode offers a framework for discussing dividend equities with clients who want equity exposure and income characteristics. It also raises questions about cash return, buybacks and capital allocation that can inform portfolio conversations.
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