This just in: CEO Chris Shuba in Financial Planning

[button link=”” color=”orange” newwindow=”yes”] Listen on Apple Podcasts[/button] Today’s discussion will include:

  • The impact of bond and equity performance this year
  • Why an insourced CIO model trumps an OCIO approach when it comes to client experience
  • How Helios customizes models to every advisor’s unique needs
  • Plus much more

If you haven’t heard this episode yet, it’s a great place to dive in! Just click the play button above or find it on your favorite podcast app.