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3D Asset Management brings you innovative ideas from investment professionals, practice, and business management leaders. Listen in as fellow financial advisors discuss what’s working for them. Learn about best-of-breed technology, product, and practice solutions. And hear from economists, portfolio managers, analysts and investment product specialists across the industry spectrum, from mega global managers to small but innovative boutique firms.

 

Mar 20, 2019

On this episode, Matt Shute is joined by Mike Lecours the co-founder of fpPathfinder. fpPathfinder creates checklists and flowcharts to help advisors be more diligent in the planning process. He is also a financial advisor and planner. 

Check him out here: https://www.fppathfinder.com/ 

As an added bonus, Mike sent over...


Mar 19, 2019

We are, once again, joined by Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors.  Matt shared with us some new research into sector-based investing from their business cycle analysis, using the Conference Board’s Leading Economic Indicators (LEI). 


Mar 8, 2019

For this episode of the Advisor Success Series Podcast, Matt Shute is joined by Matt Eilers of USA Financial. Matt is the Chief Business Development Officer at USA Financial, and head of the Coaching & Consulting division. This episode dives into advisory best-practices for a wide arrange of topics including seminar...


Feb 26, 2019

Part 2 of our series at the Inside ETFs Conference includes:

[0:48] Ed Rosenberg and Rene Casis, responsible for ETF Offerings at American Century, discuss their outlook for Federal Reserve rate hikes in 2019 and why investors should emphasize ‘quality’ when positioning their portfolios.

[6:27] Lukas Smart,...


Feb 25, 2019

3D attended the February 2019 Inside ETF Conference down in Hollywood, FL, and took the opportunity to interview some of the attendees for our Advisor Success Series podcast.  Part 1 includes interviews with the following:

  1. [00:00] Matt Hougan, Global Head of Research, Bitwise Asset Management, discussing the current...