Academic and Industry Research

Building Global Portfolios

Factors in Retirement Sustainability

How Financial Planners Actually Do Their Job

JP Morgan Guide to Retirement

Market Returns through a Century of Recessions

McKinsey-Return Expectations

Rebalancing Strategies

XY Planning Network: Benchmarking Study 2019

Risk Pooling vs Risk Premium

Sustainable Withdrawal Rates

The Benefits of a Cash Reserve Strategy in Retirement Distribution Planning

Vanguard Asset Allocation


Podcast Episodes

Podcast 1  Daniel Crosby (Episode 1)on Behavioral Finance, the Psychology of Bitcoin Mania, & The Laws of Wealth.  

Podcast 2 Dan Crosby (Episode 2) on why Advisors need to understand human behavior.

Podcast 3: Morgan Housel, author, interviews former professional poker player Annie Duke, about the science and strategy of decision-making

Podcast 4: The mechanics of buying an Advisory Firm and how to determine the price

Podcast 5: The stock market is not the economy. How the stock market differs from and can perform differently than the economy while remaining highly dependent on the economy for its success

Podcast 6: The Past, Present, And Future Evolution Of The RIA Model from Tom Bradley of TD Ameritrade

Podcast 7: Aaron Klein of Riskalyze on Why Human Financial Advisors are Better Than Robo-Advisors

Podcast 8: Mandell Crawley, who is Morgan Stanley’s head of private and international wealth management,  on the Wealth Management Industry

Podcast 9: Why XY Planning Network decided to sue the SEC over the fiduciary obligation (or lack thereof) that advisors owe to their clients

Podcast 10: Michael Port on Mastering Public Speaking as a Financial Advisor

Podcast 11: Salim Ramji, global head of iShares at Blackrock, on the future of ESG investing (ESG: Environmental, Social, and Governance)

Podcast 12 and 13: Listen to UD Alumni Evan Beach explain how focusing on what clients want and value (instead of what we think they value) has ignited the firm’s business development efforts, strengthened client relationships, and saved tons of time. This is a two episode podcast.

Podcast 14: Catherine Keating, the chief executive officer of BNY Mellon Wealth Management. Katherine has been named one of the most powerful women in finance and one of the most powerful women in banking.

Podcast 15: Hear from recruiter Caleb Brown as he walks through the types of job offers for financial planner roles for new college graduates.  Link to his recruiting site.


Envestnet OnCampus

You need to notify me at the BEGINNING of the semester if you wish to participate. Please send a email to

The Envestnet OnCampus program is provided at no charge by Envestnet, a leader in financial services technology. The program consists of a series of 7 webinars focusing on the industry of financial planning.

The Envestnet OnCampus program offers the following to students:

You can learn more about the program HERE