Advisor Confidential Sponsored By Baillie Gifford

The Advisor Confidential podcast series explores the rapidly evolving world of Registered Investment Advisors, offering expert insights, candid conversations, and real-world stories.

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

Posted November 18, 202500:20:08

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...

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

Posted November 7, 202500:28:51

Rather than chasing returns, active strategies offer advisors and investors a way to pivot internationally. This episode examines the macro shift toward...

Long Duration Equity Investing With Jack Ablin, CFA (Ep. 3)

Posted October 27, 202500:30:01

Most clients are investing with long-term goals in mind—often retirement. This episode of Advisor Confidential features Jack Ablin, CFA to...

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

Posted October 17, 202500:40:24

The advisory business is set to look dramatically different by 2035. This episode of Advisor Confidential features JC Abusaid who explores the technological...

The Future Of Advice With The Advisor Of The Future With Ron Bullis (Ep. 1)

Posted October 6, 202500:41:50

The RIA industry is undergoing major upheaval, capturing the attention of advisors everywhere. In this episode of Advisor Confidential, we spoke with...