Welcome to the MFS Straight Talk Investment Series Podcast. Listen as Brad Rutan, co-host and market strategist, along with co-host Jenine Garrelick, explore a wide range of market topics relevant to investment professionals and their clients. The goal of this series is to educate and empower our listeners by taking the complex, breaking it down and making it easier to understand and providing direct, effective actions you can take in your business today. Learn more at mfs.com.
All content for Straight Talk Investment Series is the property of MFS® Investment Management and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to the MFS Straight Talk Investment Series Podcast. Listen as Brad Rutan, co-host and market strategist, along with co-host Jenine Garrelick, explore a wide range of market topics relevant to investment professionals and their clients. The goal of this series is to educate and empower our listeners by taking the complex, breaking it down and making it easier to understand and providing direct, effective actions you can take in your business today. Learn more at mfs.com.
Are You Keeping Up, or Falling Behind on Investor Trends?
Straight Talk Investment Series
28 minutes
1 month ago
Are You Keeping Up, or Falling Behind on Investor Trends?
In this episode, Jenine Garrelick, Broadridge’s Ashley Wood, and MFS Senior Business Development Strategist Sheridan Culhane unpack the latest advisor trends and discuss how the advisor-investor relationship differs across generations.
The views expressed in this presentation are those of the presenter. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product. MFS does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances.
Past performance is no guarantee of future results. No forecasts can be guaranteed.
Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries.
Distributed by: U.S. - MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC; Latin America - MFS International Ltd.
Straight Talk Investment Series
Welcome to the MFS Straight Talk Investment Series Podcast. Listen as Brad Rutan, co-host and market strategist, along with co-host Jenine Garrelick, explore a wide range of market topics relevant to investment professionals and their clients. The goal of this series is to educate and empower our listeners by taking the complex, breaking it down and making it easier to understand and providing direct, effective actions you can take in your business today. Learn more at mfs.com.
