Now viewing articles in the category Video.

  • Video Podcast: Why Commoditization is a Threat

    June 3rd, 2019 by Chris Shuba


    It is a cliche to say that financial services are evolving.  However, one cliche has been around for some time is still with us.  Commoditization is a serious threat because clients increasing have difficulty telling the difference between advisors.  Fee compression, technology, and identical service offerings contribute to clients putting all advisors in one category - which leads to commoditization.

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  • Video: TD Ameritrade Network with Chris Shuba

    March 15th, 2019 by Chris Shuba


    Chris Shuba, CEO Helios Quantitative Research, discusses the effect of Interest rates on a bullish market.  Bonds not compelling enough to pull investors out of the stock market.  Both are part of long-term growth.

     

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  • Chris Shuba with S&P Dow Jones Indices

    April 4th, 2018


    Explore a new index-based framework that blurs the lines between active and passive. S&P DJI’s Michael Mell sits with Helios Quantitative Research’s Chris Shuba and Clear Creek Financial’s Ben Warren to discuss a custom approach to financial advice.

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