In this final episode rounding out the series we take on “Not So Modern” Portfolio Theory, where we discuss the Traditional Strategic Asset Allocation (or SAA) and how it compares with Dynamic or Risk Defined Portfolios, and what that means to your clients.
To learn more about Innova and how we can support your business please visit our website.
Patricia Garcia
Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance.
Patricia Garcia LinkedIn
Your Vision Financial Solutions Website
Integrate Finance Website
Dr. Katherine Hunt
Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil.
Dr. Katherine Hunt LinkedIn
Griffith University Profile
Little Phil Website
David Bell
Executive Director at The Conexus Institute
David Bell LinkedIn
The Conexus Institute Website
Dan Miles
Managing Director & Co-Chief Investment Officer at Innova Asset Management
Dan Miles LinkedIn
Innova Asset Management Website
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You can get a transcript of this podcast here
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Behavioural Investing Series #1
In this first episode we explore the different “Behavioural Bias” in investment decisions, from recognising them to discussing …
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Behavioural Investing Series #2
In this episode we cover Goals-Based Investing, from the adviser’s discussions with clients to how fund managers can …
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Behavioural Investing Series #3
In this third instalment we tackle values-based decision making, from understanding what motivates your client’s actions and behaviours …
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Behavioural Investing Series #4
In this episode we discuss Risk Profiling and Advisers Investment Philosophy, including where we can start, and where …
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Behavioural Investing Series #5
In this final episode rounding out the series we take on “Not So Modern” Portfolio Theory, where we …
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Investment Podcast #21 – Australian Equities
In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier …
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AdviceTech Podcast #113 – BePrepared
In this episode, Pat speaks with Dylan O’Brien, Founder at BePrepared, a digital safe custody solution for managing …
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#474 Bert van Manen
In this week’s episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill …
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Engine Room Podcast #58 – Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his …
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AdviceTech Podcast #112 – Advice Designer
In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a …
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#473 Rob Goudie
Rob is a Senior Financial Advisor at Consortium Private Wealth. He and James discuss his approach to direct …
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Engine Room Podcast #57 – Adam Morse
Adam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into …
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AdviceTech Podcast #111 – AdviseWell
This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the …
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#472 Dean Holmes
Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for …
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Investment Podcast #20 – Australian Small Caps
The last few years have seen Australian small caps underperform large caps at the index level, making them …