Welcome to ThinkAdvisor's Partners podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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In the second part of a two-part podcast called Beyond the Premium: Part D Planning Strategies , Humana Associate Vice President for Medicare Prescription Drug Plans Jay McKnight continues his conversation with ThinkAdvisor contributor Bobbie Turner about what brokers need to know about prescription drug plans (PDP) and how they can best guide their senior clients. In this episode, called Industry…
Over the last several years, Medicare prescription drug plans have become increasingly important, especially as the senior population grows and many seniors manage multiple chronic conditions. In the first part of a two-part podcast called Beyond the Premium: Part D Planning Strategies , Humana Associate Vice President for Medicare Prescription Drug Plans Jay McKnight talks with ThinkAdvisor…
United Planners' Aaron Spradlin and Mustapha Baassiri, co-founder of Hamachi.ai, discuss the effects AI is having on the financial services industry and the risks and rewards for advisors and their clients. Artificial intelligence is transforming nearly every industry, and financial services is no exception. From virtual chatbots to advanced automation platforms, AI is changing how advisors engage…
Josh Allen, CEO of TCP Asset Management, shares his perspective on how advisors should approach the realities of succession and continuity planning.
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