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27 June 2024 | 2:10 PM - 3:00 PM

Wealth Management Invest

David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes also showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, alternative investments, cutting-edge technology, and the latest developments in traditional ETFs and SMAs.

 

Speakers

Investments Editor

David Bodamer

Investments Editor
WealthManagement.com
Senior Manager Research Analyst

Jack Shannon

Senior Manager Research Analyst
Morningstar Research Services LLC