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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.

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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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