Preview Mode Links will not work in preview mode

Enterprising Investor

Formerly Guiding Assets, Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding Assets will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Enterprising Investor will continue to help build a better world for investors.

Host: Mike Wallberg, CFA

Producer: Mitchell Forst 

Apr 28, 2016

In Episode #282, Carolyn McClanahan, a physician and founder of Life Planning Partners, tells CFA Institute why it is essential that financial advisers talk to their clients about their health and then walks us through the components of a health care discussion.


Apr 19, 2016

In Episode #281, Joshua M. Brown, CEO of Ritholtz Wealth Management, the persona behind the highly successful financial blog, The Reformed Broker, talks about his views on the Obama administration’s push for a fiduciary standard for brokers; the story behind his “reformation”; the outlook for fintech; how social...