Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
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.