Talk Your Book: How Advisors Can Manage 401k Accounts

Animal Spirits Podcast

The Compound

Investing, Business News, News, Business

4.7 • 2.1K Ratings

🗓️ 14 March 2022

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On today's Talk Your Book we spoke with Dave Goldman from Pontera about helping advisors manage held away accounts for clients. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today is brought to you by Pantera.
0:03.2	Pantera is formally known as FIX,
0:05.9	but they changed the name, and as you'll hear in the podcast,
0:08.3	took them 1,100 names to figure this out.
0:10.5	Pantera is a service that allows financial advisors
0:14.4	to help manage their clients for when K-assets,
0:17.2	which hasn't been a thing before.
0:19.2	They've figured this out.
0:20.3	So go to pantera.com.
0:22.6	That's P-O-N, it's O-N-T-E-R-A.
0:25.9	All right?
0:26.7	It's important to point a little dig out.
0:28.0	P-O-N-T-R-A.
0:30.2	Welcome to Animal Spirits, a show about markets,
0:33.4	life, and investing.
0:34.9	Join Michael Batnik and Ben Carlson
0:37.2	as they talk about what they're reading, writing, and watching.
0:41.1	Michael Batnik and Ben Carlson work for Rithold 12 Management.
0:44.7	All opinions expressed by Michael and Ben
0:46.6	or any podcast guests are solely their own opinions
0:49.2	and do not reflect the opinion of Rithold 12 Management.
0:52.0	This podcast is for informational purposes only
	...

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