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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.

 

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...