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Guiding Assets


Formerly Take 15, Guiding Assets 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. Guiding Assets will continue to help build a better world for investors.

Host: Mike Wallberg, CFA

Producer: Mitchell Forst 

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 media has helped business; and who he considers “must-reads.”