The Advisor’s Edge Podcast
A podcast for financial intermediaries, designed to keep you abreast of what’s n¬¬ew and what’s next in modern wealth management. In each episode, top experts in the field will share the latest intelligence on market trends. Asset allocation. Due diligence insights. And more. It’s part of our SMART series, highlighting new thinking from Segal Marco Advisors’ Research and Trends, helping you make more informed decisions.
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Episodes
Tuesday Nov 07, 2023
Tuesday Nov 07, 2023
What is an investment platform? While every organization defines it differently, the goal is always the same: to implement the specific asset allocation policy of the firm.
In this episode, Dave and Peter from Segal Marco Advisors’ Advisor Solutions Group lay out the basics of investment platforms: what they are, why they're not “one size fits all" and what to keep in mind when you go about the task of building one. They also discuss why it’s important to keep your platform flexible and customizable — for both advisor and client. Listen now.
Friday Sep 08, 2023
Friday Sep 08, 2023
This is the podcast that all financial intermediaries should be listening to.
In our kickoff episode, we introduce you to Segal Marco Advisors’ Advisor Solutions Group. We’ll share background about our unique qualifications and experience, describe the services we provide, and talk about the types of clients we work with — and how we work with them. We’ll also discuss the reasons why clients engage us: from helping them differentiate themselves in a competitive market, to showing them how to attract and retain clients.