[3:00] Rusty and CLS Deputy Chief Investment Officer Joe Smith talk about industry disruptors, from a golfing great to self-driving cars. [9:16] How investment managers can use alternatives to enhance diversification in portfolios. [15:27] What advisors can do to tap into the massive amounts of wealth that women are leaving on the sidelines. [19:28] In this episode’s interview, John Davidson, Lead Independent Trustee for the AdvisorOne Board, shares his wisdom about what makes a good investment manager and his thoughts on investment philosophy.
0740-CLS-5/1/2019