FA Magazine

Advisor Confidential Sponsored By Baillie Gifford

Business EN ↓ 5 episodes

The Advisor Confidential podcast series explores the rapidly evolving world of Registered Investment Advisors, offering expert insights, candid conversations, and real-world stories that shed light on the challenges and opportunities shaping the independent advisory space. Joined by industry experts in wealth and practice management, the series shares real-life examples, strategies, and lessons that are driving the future of advisory firms.

Author

FA Magazine

Episodes

Asset Allocation Challenges Facing CIOs At Big RIAs With Jasmine Yu, PhD, CFA, CAIA (Ep. 5) 18.11.2025 20:08

Advisors are eager to learn how their peers are adapting in a shifting market. After 15 years of U.S. equity outperformance, domestic stocks are lagging foreign ones significantly. In this episode of Advisor Confidential, we speak with Jasmine Yu, PhD, CFA, CAIA, to discuss whether they are changing their asset allocation strategies. Key Takeaways: Biggest challenges in Asset Allocation moving...

A Look At Investing In 2050 With Andrew Keiller, CFA (Ep. 4) 07.11.2025 28:51

Rather than chasing returns, active strategies offer advisors and investors a way to pivot internationally. This episode examines the macro shift toward ex-U.S. markets and emerging markets, highlighting how investors can capitalize on these opportunities through thoughtful active management. Key Takeaways: The macro shift to ex-U.S. markets and how investors can benefit Trends advisors and invest...

Long Duration Equity Investing With Jack Ablin, CFA (Ep. 3) 27.10.2025 30:01

Most clients are investing with long-term goals in mind—often retirement. This episode of Advisor Confidential features Jack Ablin, CFA to discuss how advisors and investors can cut through short-term market noise, focus on emerging long-term trends, and position portfolios for sustained success and stronger outcomes over time. Key Takeaways: Explore why RIAs may share characteristics with insti...

Building A Multi-Gen RIA To Last With JC Abusaid (Ep. 2) 17.10.2025 40:24

The advisory business is set to look dramatically different by 2035. This episode of Advisor Confidential features JC Abusaid who explores the technological and generational shifts reshaping the industry—and what Halbert Hargrove is doing now to thrive in a future defined by rising demand for financial advice. Key Takeaways: How Halbert Hargrove navigated succession to become a multigenerational f...

The Future Of Advice With The Advisor Of The Future With Ron Bullis (Ep. 1) 06.10.2025 41:50

The RIA industry is undergoing major upheaval, capturing the attention of advisors everywhere. In this episode of Advisor Confidential, we spoke with Ron Bullis, a trailblazing advisor who is redefining how the business operates—from client engagement to tech integration—ushering in a bold new era for the advisory world. Key Takeaways: Ron is reinventing the advisory business through innovative ap...