This just in: CEO Chris Shuba in Financial Planning

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Welcome to the March edition of the Due Dilly Podcast. Today’s discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nyle Bayer will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Thiel, Director of Research for Helios Quantitative Research.

Helios Quantitative Research influences over 700 Financial Advisors and $30 billion in assets by creating, implementing, and monitoring quantitative asset allocation strategies. Topics covered:

  • A recap of everything that’s happened in the markets since our last episode
  • The future of financial advice
  • A powerful new tool that every advisor will want in their arsenal
  • And much more
Follow HQR on Twitter @heliosqr
Follow Nyle on Twitter @nylebayer
Follow Joe on Twitter @joseph_mallen
Follow Jason on Twitter @jasonvanthiel