In this final episode rounding out the series we take on “Not So Modern” Portfolio Theory, where we discuss the Traditional Strategic Asset Allocation (or SAA) and how it compares with Dynamic or Risk Defined Portfolios, and what that means to your clients.
To learn more about Innova and how we can support your business please visit our website.
Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance.
Patricia Garcia LinkedIn
Your Vision Financial Solutions Website
Integrate Finance Website
Dr. Katherine Hunt
Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil.
Dr. Katherine Hunt LinkedIn
Griffith University Profile
Little Phil Website
You can get a transcript of this podcast
DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.