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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.

 

Oct 24, 2018

On this podcast, Matt Shute is joined by Jason Dagley. Jason is the President of Alpha Squared, LLC.  and has spent the last 20 years working with Employer Sponsored Retirement Plans. In 2014, he was named one of the Top 100 Retirement Plan Advisors in the Country by Planadviser Magazine, and Financial Times has...