Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution? Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets.
Categories: Business, Education
Tags: banking, bonds, community banks, credit unions, fixed income, portfolio management
Advisor’s Market360™ from Thrivent Asset Management provides financial professionals with investing insights, market commentary and portfolio strategies. Advisors can stay informed to help shape the futures investors imagine. Get access and hear the latest from Thrivent Asset Management’s leadership and portfolio management team. — Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.
Categories: Business
Tags: asset management, financial advisors, Financial Markets, investing, market commentary, portfolio management, thrivent
Tune in every other week to explore the latest trends across the financial sector. Joined by industry-leading guests, Big Picture in Practice will help you innovate and stay abreast of the latest information that will enable listeners to create differentiated products and foster successful client relationships in a constantly evolving investment landscape.
Categories: Business
Tags: best interest, client engagement, direct indexing, enterprise platform, equity research, Finance, financial advisor, Financial Planning, index, investing, personalization, portfolio management, regulation, sustainability, Wealth Management, wealth manager
Welcome to the Frontier of Finance: an original podcast hosted by CapIntel’s CEO and Founder, James Rockwood along side CRO and Co-Founder Rob Crnkovic. For the past four years, James has been on a mission to help advisors and asset managers improve the wealth management industry. On each episode, you’ll hear directly from leading asset managers on their latest product launches and milestones. We’ll give you an exclusive look at what makes these products different, why they were built, who is behind them, and how to use them in portfolios. You can expect to hear from forward-thinking professionals from the largest banks and leading independent firms. We’ll go beyond the surface level to bring you credible information on the latest in wealth and asset management. Tune in, subscribe wherever you get your podcasts, and drop us a five-star rating and review on Apple Podcasts. We’ll see you on the frontier.
Categories: Business
Tags: Finance, financial products, portfolio management, Wealth
Since 2007, Ricardo Vargas publishes the 5 Minutes Podcast where he addresses in a quick and practical way the main topics on project, portfolio and risk management.
Categories: Business
Tags: CAPM, IPMA, PMI, pmp, portfolio management, program management, project management, risk, Risk Management