Moolala: Money Made Simple with Bruce Sellery

We talk to Sue Jacques about how we behave when it comes to our cash

Some seniors are sitting on piles of money, but insist on taking public transit home from chemo appointments.  We’ll reframe the “value of a dollar”, in retirement.  Then, Money & Manners.  If Emily Post were alive today, she’d have lots to say about how we behave when it comes to our cash.  We’ll also have some tips on how to get yield into your portfolio, and the latest performance numbers on a Fossil Fuel Free portfolio.

We talk to Alex Sasso about the new option of a "flat management fee" mutual fund.

We talk to Alex Despotovic and Ankita Gupta about the new resource for people who feel they have been done wrong in the investment world, the Investor Protection Clinic.

We talk to Anthony Boright about the future of technology on the advisory business, and on regulation.

We talk to Kendra Thompson on the future of asset management and the role of hybrid advice and the bringing together machine learning and humans.

We talk to Dr. Rui Yao about the connection between gender and investment risk tolerance.

Perhaps Arnold Schwarzenegger will reprise his character for the film version of the investment industry’s transformation.  We’ll look to the future of technology on the advisory business, and on regulation.  We’ll also talk about the connection between gender and investment risk tolerance.  And the new Investor Protection Clinic based at Osgoode Law School.  Plus, all you can eat, for one price.  That’s the idea behind a new “flat fee” mutual fund.

Jeff Dobbin joins us to talk about the resources available for families of kids with disabilities in planning for their future.

Author Joel Fleishman joins us to talk about his new book "Putting Wealth to Work" and questions the philanthropy view of 'giving while living' approach.