Thursday, July 28, 2022
HomeWealth ManagementWealthStack Podcast: The Evolution of Advisors as Threat Managers

WealthStack Podcast: The Evolution of Advisors as Threat Managers


As extra people enter and method retirement, the position of a monetary advisor is altering quickly. An rising variety of purchasers want their advisors to behave as “private danger managers” and deal with draw back safety and stability, vs. development and outperformance. 

To study extra about this evolution, Mark Bruno, managing director of Wealth Administration at Informa, is joined by Rick Bookstaber, co-founder and head of danger at Cloth, and Dr. Ashby Monk, government and analysis director at Stanford College, to debate the significance of understanding danger and the advisor’s position as danger supervisor for purchasers. 

Hear in as Mark, Rick and Dr. Ashby talk about:

  • Probably the most outstanding market, financial and planning dangers in as we speak’s setting
  • What monetary advisors can study from institutional buyers about danger administration
  • How advisors ought to stability long-term dangers with short-term dangers 
  • How danger administration expertise has advanced—particularly, the danger administration instruments and sources obtainable to monetary advisors.

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