Video

Investing in emerging markets consumer

Edward Kerschner, Chief Portfolio Strategist, makes a case for investing in emerging markets consumer.

Partner Insights from Columbia Threadneedle Investments
Tracking the Agg? Why the bond index may not work for investors

Ed Kerschner explains why products that track the Agg may lead to a lack of diversification and why it’s important to look beyond the benchmark to create a more efficient portfolio.

Partner Insights from Columbia Threadneedle Investments
Passive investing may not work for fixed income. But what does?

Gene Tannuzzo explains why a strategic beta approach makes a lot of sense in fixed income, particularly relative to traditional passive strategies.

Partner Insights from Columbia Threadneedle Investments
Banking

Scivantage, In|Vest 2018

August 9
Maternity leave

Family leave for financial advisors: It’s about time

Many small firms still don't offer this important benefit to their employees, but it’s time for that to change, says advisor Douglas Boneparth.

August 8
High net worth

Advisors: Amplify your influence

You must be able to express your vision wherever you go. This may feel mechanical at first but with practice, it will feel more natural.

August 6
Banking

Smartleaf, In|Vest 2018

August 2
Fintech

Jeffrey Cruttenden, CEO, SAY and Co-Founder, Acorns (full session)

New technology gives every shareholder a louder voice

July 12
Robo advisors

The new, new robos (full session)

Bradley Leimer, Moderator, Managing Director and Head of Fintech Strategy Explorer Advisory & Capital, Dann Bibas, CEO, Fountain, Deborah Owens, CEO, WealthyU, Saad Zariff, Vice President of North America, Wahed Invest LLC.

July 12
Alternative investments

Onboarding and distributing alternatives (full session)

Bryan Mullin, CFA, Head, Alternative Investments, RBC Wealth Management, James Waldinger, CEO, Artivest

July 12