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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.

 

Jul 17, 2019

In this episode, Rich Farr, Chief Market Strategist at Merion Capital Group, shares his latest market and macroeconomic outlooks.  Listen to why Rich is cautious in the near-term about stocks and credit pricing. Although he is not forecasting a recession, he believes gold and cash are preferable to taking on further...


Jun 18, 2019

On this episode, Ben Lavine sits down with Brendan Ahern to discuss specific investment themes tied to China’s growing economy.  Brendan also shares some counterpoints to some bear market arguments concerning China’s sensitivity to a slowdown in global trade activity and China’s ability to manage its...


Jun 14, 2019

On this episode, Matt Shute is joined by Vincent Tiseo of Goldman Sachs Asset Management. Vince is global head of Business Strategy in the Strategic Advisory Solutions team within Goldman, with responsibility for advising financial professionals and institutions in the growth of their organizations, utilizing business...


May 21, 2019

On this episode, Ben Lavine sits down with Phil to discuss his perspectives on some of the hot issues facing the markets as well as how an independent ETF provider can remain competitive in a sea of big box providers.


May 14, 2019

On this episode, Matt Shute is once again joined by Phil Lubinski from IncomeConductor. Phil has been a life-long financial advisor and a true pioneer in retirement income planning using time-segmentation. Besides retirement income planning, they discuss the changing landscape for advisors, the importance of succession...