Episode 60: Transitioning from the 60/40 mindset and an adviser for progressives

47:29 | Aug 18th, 2023

Burt White, CIO of LPL, joins the pod this episode to chat about LPL’s annual meeting, transitioning from the 60/40 mindset, and the role of a CIO. Zach Teutsch, an adviser whose practice specializes ...Show More