Wealth Management | Insights
The Origins of Portfolio Theory
Michael Finke, PhD, CFP®, professor of wealth management and director for the Granum Center for Financial Security, interviews Nobel Laureate in Economic Sciences and Professor of Finance Emeritus at Stanford University William Sharpe, PhD about how portfolio theory evolved investment management from individual security selection to the construction of diversified portfolios to reduce risk and the industry's reaction to this evolution in thought and practice.
March 17, 2020
March 17, 2020
Retirement Planning | Insights
Regulation Meets Recession Meets Reality: Best Practices for Advisors in Uncharted Waters
March 17, 2020