Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
Marlena Lee, Global Head of Investment Solutions at Dimensional Investing, shares her thoughts on applying academic research to investing in index funds. Joanne Bradford, President and Chief Money Officer at Domain Money, discusses flipping the narrative on how Americans gain access to financial advice. Tim White, Co-Founder & CGO at Wealth.com, talks about seeing a massive opportunity in estate planning. And we Drive to the Close with Dana D’Auria, Co-CIO at Envestnet.
Hosts: Carol Massar and Barry Ritholtz. Producer: Paul Brennan.

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Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
Matt Casella, President of Richtech Robotics, discusses the use of robots across the hospitality, healthcare, and automotive industries. Erin Lewellen, CEO of Tilting Futures, talks about getting Gen-Z involved in social endeavors.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

See omnystudio.com/listener for privacy information.

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
Priya Misra, Portfolio Manager at JPMorgan Asset Management, discusses Fed policy and interest rate cuts. Christian Faes, CEO of Faes & Co, talks about investing in technology-enabled direct lending businesses. Alona Gornick, Senior Investment Strategist at Churchill Asset Management, shares her thoughts on private credit. Saira Malik, CIO at Nuveen, breaks down the Fed rate cut debate shifting from when to how many. Betterment Advisor Solutions CEO Sarah Levy explains how four in five financial advisors use AI in their work.
Hosts: Carol Massar and Barry Ritholtz. Producer: Paul Brennan.

See omnystudio.com/listener for privacy information.