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Marlena Lee, Global Head of Investment Solutions at Dimensional Investing, shares her thoughts on applying academic research to investing in index funds. Joanne Bradford, President and Chief Money Officer at Domain Money, discusses flipping the narrative on how Americans gain access to financial advice. Tim White, Co-Founder & CGO at Wealth.com, talks about seeing a massive opportunity in estate planning. And we Drive to the Close with Dana D’Auria, Co-CIO at Envestnet.
Hosts: Carol Massar and Barry Ritholtz. Producer: Paul Brennan.

Bloomberg Businessweek Weekend - March 13th, 2026
41:18

Judge Rejects Subpoenas of Fed Board in Powell Case
38:43

Private Credit’s ‘Back Leverage’ Is Another Pain Point for Funds
10:47