Michael McNiven and John Dobosz Discuss Bonds, Mutual Funds, Separately Managed Accounts, Dividends, Risk Profiles, and More
Michael McNiven, Ph.D. of Cumberland Advisors talks with John Dobosz, deputy editor of investing content for Forbes Media, during The MoneyShow San Francisco 2017 in a series of two interviews. (SOURCE: MONEYSHOW)
Discussed in the first interview are bonds, bond portfolios, municipal bonds, what is an active manager, credit quality, long bonds, short bonds, interest rates, duration, aggregate value, mutual funds, separately managed accounts, dividends, risk profiles, and more.
Among the topics discussed in the second interview are fiduciaries, broker-dealers, SEC registered investment advisors, suitability standards, conflicts of interests, trust, competence, the fiduciary role, and where the industry is going.
Learn more about Michael McNiven here: http://www.cumber.com/team/michael-d-mcniven/