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Hosted by 3D Asset Management, we bring you innovative ideas from investment professionals and practice and business management leaders.  Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

 

Sep 28, 2018

Today Ben Lavine is joined by Lukas Smart, portfolio manager at Dimensional Funds or DFA. In today’s podcast, Lukas shares with us his perspectives on the importance of maintaining a long-term investment focus for capturing the historical drivers of equity and fixed income risk-based returns – a particularly...


Sep 18, 2018

On this episode, Matt Shute is joined by Steve Lewczyk of Trizic. Trizic is technology platform offering end-to-end digital wealth solutions to advisors and institutions. Steve is currently the CRO of Trizic and has spent his career within financial services and more specifically providing software solutions to...