Opportunities and Obstacles for a Successful ...

K. Dane Snowden, Chief Executive Officer of CFP Board, joins Investments & Wealth Institute CEO Sean Walters for a wide-ranging conversation on where the financial planning profession is heading. Two association leaders who have spent their careers building standards for the advi ...  Afficher plus

In this episode of The Exceptional Advisor, Mark joins host Sean Walters to discuss what AI changes about wealth management — and what it doesn't: Why the real advisor shortage is bigger than the headlines suggest, and what that means for firm leaders right now Why the advisor of ...  Afficher plus

How can you find a professional who works on your terms, and at a reasonable price? Sean Gates of Motley Fool Wealth Management joins us to discus the choices. 

Lululemon takes a breather. Casey’s General Store hits a new high. Restoration Hardware raises the roof. And Blue Apron delivers a reverse stock split. Analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and weigh in on Chewy’s IPO, Dave & Buster’s earnings, and ...  Afficher plus

– The new/old RBA meets... and fronts a press conference

– Do Nick Scali and Myer present a challenge for rates?

– Worth workplace reforms, or more red tape?

– Allan Fels diagnoses the problems with competition

– ... and a little advice from Charlie ...

Case discussion with Drs. Rahiwa Gebre, Chris Traner and Jeff Dewey.