Frontier Of Finance
by Capintel
October 17, 2023 9:00 pm
Welcome to the Frontier of Finance: an original podcast hosted by CapIntel’s CEO and Founder, James Rockwood along side CRO and Co-Founder Rob Crnkovic. For the past four years, James has been on a mission to help advisors and asset managers improve the wealth management industry. On each episode, you’ll hear directly from leading asset managers on their latest product launches and milestones. We’ll give you an exclusive look at what makes these products different, why they were built, who is behind them, and how to use them in portfolios. You can expect to hear from forward-thinking professionals from the largest banks and leading independent firms. We’ll go beyond the surface level to bring you credible information on the latest in wealth and asset management. Tune in, subscribe wherever you get your podcasts, and drop us a five-star rating and review on Apple Podcasts. We’ll see you on the frontier.
Recent Episodes
How to Make Meaningful Client Connections with Kevin Crowe and SEI
1 year agoWhy The Balanced Portfolio is Here to Stay with Benjamin Creary and Vanguard Investments Canada Inc.
1 year agoDividends and Income Strategies with Boncana Maiga and Manulife Investment Management
1 year agoThe Business of Women and Wealth with Ingrid Macintosh and TD Asset Management
1 year agoA More Flexible Way to Save for Retirement with Janet Lee and The Pacific Financial Group
1 year agoThe Ins, Outs, and Future of Investing in BDCs with Mike Petro and Putnam Investments
1 year agoPredicting The Future of Wealth Management Marketing with April Rudin
1 year agoThe Key to Building an Ultra High Net Worth Portfolio with Jeffrey Shell and Lillian Ferndriger From BMO Global Asset Management
1 year agoThe After Effects of the SVB Collapse with John Hadwen and BMO Global Asset Management
2 years agoReminiscing on the Past and What to Expect From This Season | James Rockwood and Rob Crnkovic
2 years ago