Webcast Replays

Professor Hal Hershfield moderated an in-depth discussion on overconfidence bias, ways to identify it in clients, and potential tactics from both the research and real-world application to help nudge investors towards better financial decisions.

Meir Statman, Glenn Klimek Professor of Finance at Santa Clara University joined us for Office Hours to discuss his research attempts to understand how investors make financial decisions and how these decisions are reflected in financial markets.

During this edition of Office Hours, UCLA Professor Hal Hershfield joined us for a discussion on cutting edge topics in the field of behavioral economics and practical ways advisors can apply these concepts with their clients.

Part of an advisor’s job is answering questions from their clients on what is happening in markets and how that might affect their investments. During our February 28 Office Hours, we discussed several questions that have been coming up a lot recently. Listen to the replay for talking points and ready-to-use client-friendly content.

It’s critical that advisors choosing ETFs for client portfolios have a sound plan in place when it comes to executing ETF trades. During this webcast, we spoke with Tom Generazio, Senior Trader on Schwab’s Institutional Block Trading Desk about what advisors need to know to form good ETF trading processes and deliver better outcomes for clients.

Listen to UNC Professor Camelia Kuhnen discuss her research and share insights on what drives people’s economic expectations, how her research might help financial advisors better understand their clients, and potential ways advisors can use the research findings to help clients make better financial decisions.

Over the last year, we’ve seen meaningful shifts to interest rate and inflation levels, raising questions from investors around how this might impact their portfolios. During this edition of Office Hours, we address considerations around two commonly heard themes.

Many view the future as incredibly distant, making it more likely to opt for immediate gratification that disregards future wellbeing. On this edition of Office Hours, we speak with UCLA Professor Hal Hershfield on the research behind his upcoming book, Your Future Self.

Exchange Traded Funds have been leading the charge with investor flows over the last several years, while equity and bond mutual funds have experienced significant outflows. Beyond ETFs and mutual funds, many advisors are also contemplating the role of SMAs. But what is it that is spurring this mass exodus from mutual funds?

On this edition of our Office Hours series, we spoke with Tom Generazio, Senior Trader on TD Ameritrade’s institutional block desk to hear firsthand how they work every day with financial advisors to support them in trading ETFs.

Join Avantis’ Chief Investment Officer Eduardo Repetto, Ph.D., and Senior Investment Director Jeromey Thornton, CFA, to learn more about two new strategies, Avantis Inflation Focused Equity strategy and the Avantis All Equity Markets strategy.

Learn how a systematic approach to managing small cap strategies can deliver many of the same benefits of indexing while removing artificial constraints.

In this session, Meir covers the biases and cognitive errors that investors are most prone to, and offers advisors some tools and tips in helping their clients become more aware – and perhaps overcome – these biases along their investment journey.

On this edition of Peer-to-Peer, we will dive into the most common ETF trading and operational questions, hearing insights from both the custodial and advisor perspective.

In this Office Hours webcast, we have a conversation with Meir Statman, Ph.D. about his research and the impact it has had on so many advisors and investors.

In this Office Hours Avantis Investors CIO Eduardo Repetto and Chief Investment Strategist Phil McInnis, examined some of the similarities and differences in how indices define asset classes and manage reconstitution, highlighting some of the constraints these decisions can place on index trackers.

In this session of Office Hours, we are joined by our friends at DPL to learn more about their mission of bringing low-cost, commission-free annuities and life insurance as a complement to fixed income solutions.

In this session, Professor Wahal shares new research that examines the impact of cash flows on the costs of mutual fund performance – a cost that is rarely visible to fund shareholders.

In this session of Peer to Peer, join us for a conversation that takes a look at ETFs in tax-deferred accounts. We explore the “how” and the “why” in this panel discussion with Rafia Hasan, Matt Weir, and Ben Johnson.

Kevin Root of Oak Root, LLC, shares his transition from focusing on retirement plans to a complex, international family office and the unique financial planning challenges associated with these kinds of households.

In this latest installment of Office Hours, we sit down with UCLA Professor Hal Hershfield to discuss recent research in two areas: financial decision making in couples and whether or not more money means more happiness.

In this edition of Avantis Office Hours, Professor Meir Statman will be discussing the concepts of risk and regret and what tools you might use to help clients view the (often less exciting) concept of diversification as a way to avoid regret later on.

In this webcast, Professor Shu will be walking through the psychology of consumer behavior and discussing its application within the financial planning space. This includes the psychology of decumulation – the various decisions that retirees and pre-retirees face and the tools they have at their disposal, as well as how financial advisors can help guide them towards better retirement outcomes.

Jeff Pierce, CEO of Wipfli Financial Advisors LLC, shares experiences from his career in consulting and practice management, which includes a rich knowledge of the advisory industry and its evolution over the past 20 years.

Cory Laing discusses ETF Trading from a market maker’s perspective. Topics covered include the role of the market maker, how they interact with institutional trading desks and some tips for advisors when evaluating ETF liquidity and spreads.

The Biden administration recently released new specifics on their proposed tax plan. The removal of the step up in basis and increased capital gains taxes on high income earners are among the details that could have a significant impact on wealth and estate planning.

How do advisors and fiduciaries evaluate new offerings? What questions should you ask when evaluating your model portfolios, and how do you determine what will ultimately be a value-add?

Avantis Investors and Professor Sunil Wahal, Ph.D., discuss the latest research on expected returns with a focus on the joint relationship between value and profitability, and its implications for long-only and long horizon investors. Recent research that delves into the use of various proxies for value and profitability is also addressed.