Jun 24, 2020
In episode #417, Arden O’Connor discusses how financial advisers can recognize potential addiction issues with clients and shares effective communication strategies and resources for helping clients and families in sensitive situations.
Jun 17, 2020
In episode #416, Sam Stubbs, founder and managing director of Simplicity, talks to Neil Govier, CFA, about the impact, positive or negative, that COVID-19 will have on the changes taking place within the finance industry and its impact on investor trust.
Jun 10, 2020
In episode #415, Barbara Stewart, CFA, shares insights from a decade spent researching women and finance. She dispels some common myths about women investors and explains why the investment industry must change to better serve female clients.
Jun 3, 2020
In episode #414, Robert Martorana, CFA, author of the How to Read Financial News series, explains why we need to read the news with a clear eye about our emotions and biases, especially our tendency towards confirmation and political bias.