Video
Challenging Modern Portfolio Theory
Aaron Filbeck CAIA, CFA, CIPM, FDP, Director of Global Content Development at CAIA Association and Tony Davidow, author of Goals Based Investing explore the limitations with Modern Portfolio Theory, the role & use of alternative investments, advisor education, and goals-based investing among issues.
Challenging Modern Portfolio Theory: Aaron Filbeck CAIA, CFA, CIPM, FDP, Director of Global Content Development at CAIA Association and Tony Davidow, author of Goals Based Investing explore the limitations with Modern Portfolio Theory, the role & use of alternative investments, advisor education, and goals-based investing among issues. Watch more Tony Davidow and other financial advisor videos from finStream's Financial Advisor Center at this link: https://www.finstream.tv/videos/financial-advisor-center/
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