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Episode 12: Portfolio Construction Advice

11/18/2020

Paul Ma, Vice President and Lead Portfolio Strategist at Fidelity Investments, sits down with Austin Moon VP, Business Development, and John Amore EVP, Wealth Management of Kestra Financial to discuss the importance of investment professionals looking forward, adopting a multi-horizon framework, and spending more time with clients without sacrificing the quality of asset management.

 

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