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Scott Bondurant Justin Koress, CFP® Bondurant Investment Advisory
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The future of financial advice (and the power of mean reversion)

May 28, 2025June 11, 2025
Boston Sunset
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Goals-driven to the client. Optimal model selection. Cutting through the vast array of choices and says ‘this is the optimal one.’

May 23, 2025June 12, 2025
Matthew Apkarian, CFA and Andrew Rose from Cerulli Associates Fidelity Investments
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How model portfolios are evolving and what that means for advisors, platforms, and clients

May 22, 2025June 12, 2025
RIA Channel with Martin Tarlie
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The real risk is you won’t have the money you need, when you need it.

May 21, 2025June 11, 2025
Martin Tarlie
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“Gut and intuition is data. It’s just not statistically significant yet…”

May 21, 2025June 11, 2025
The Future of Portfolio Management,
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Personalization is everywhere, except where it matters most.

May 14, 2025June 11, 2025
Matthew Kadnar, CFA
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Favorite key takeaways from “Innovative Investment Strategies” at the Tiburon Strategic Advisors CEO Summit roundtable

May 13, 2025June 12, 2025
Tech Turnover paper
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“The connection between financial plans and recommended portfolios is broken. Nebo Wealth is the fix.”

May 12, 2025June 12, 2025
Adam Scully-Power
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Goals-based investing isn’t just a better process. It’s a shift in mindset.

May 11, 2025June 12, 2025
Behind-the-scenes of Laurence Barden Paul Wang Martin Tarlie as they architect the infrastructure of our Goals-Driven Model Selector.
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Architecting the infrastructure of our Goals-Driven Model Selector.

May 11, 2025June 12, 2025

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