Fiduciary Advice @ Work Podcast

The Way Back: Economic Recovery in the Wake of COVID-19 (Podcast)

Special guest Scott Priebe from Geneva Capital Management discusses macroeconomic challenges, the psychology of investing, and how to frame investment opportunities while contending...

June 9, 2020

Mastering Emotions in the midst of Market Volatility (Podcast)

When the markets drop, what should you do with the negative emotions you experience? We outline recommendations and discuss the value of investment...

May 14, 2020

The Power of Financial Advice (Podcast)

Against the backdrop of a world-wide pandemic and a roller-coaster of market volatility, we discuss the powerful impact of financial advice....

April 27, 2020

Under Review: How to Evaluate a Recordkeeping Relationship (Podcast)

Does it really matter what retirement plan recordkeeper a plan sponsor chooses? Learn how to take a fresh look at the recordkeeping relationship...

January 28, 2020

Due Diligence Process for Managed Accounts (Podcast)

From fees to data privacy, learn what elements should be considered when conducting due diligence on a managed account service provider....

December 17, 2019

The Basics of Managed Accounts (Podcast)

Managed accounts are one way to provide participants personalized investment advice. Learn the basics of this offering including the benefits and potential drawbacks....

November 20, 2019