Tag: Advisor Research Study
Ep 89: Assessing The Advisor Landscape—with Michelle Lynn of Bloomberg

Ep 89: Assessing The Advisor Landscape—with Michelle Lynn of Bloomberg

By |

What has changed in the advisor landscape? What are advisors doing differently?

In this episode, Laura Gregg and David Partain talk with Michelle Lynn, Global Head of Data Science and Insights at Bloomberg Media Organization about the research she leads on the state of the advisor landscape. Michelle explains why Bloomberg supports this long-running study and discusses highlights from its findings and what it means for advisors.

Michelle discusses: 

  • The genesis and focus of Bloomberg research on advisory issues
  • Soft skills as a differentiator
  • Why diversity is increasingly important
  • The necessity – and challenge – of work/life balance 
  • And more

Resources: 

Connect With Michelle Lynn:

Connect With Laura Gregg: 

Connect With David Partain: 

About Our Guest:

Michelle Lynn is the Global Head of Data Science and Insights at Bloomberg. She is responsible for all the data research and planning teams globally and provides insights and intelligence to drive solutions for clients.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Archives

Categories

Important Information

Before investing, carefully consider the FlexShares® investment objectives, risks, charges and expenses.  This and other information is in the prospectus and a summary prospectus, copies of which may be obtained by visiting http://www.flexshares.com.  Read the prospectus carefully before you invest.

Foreside Funds Services, LLC, distributor.

Investing involves risk including possible loss of principal. There is no guarantee that specific strategy will be successful. ETF’s are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few.

The information covered and posted represents the views and opinions of the guests and does not necessarily represent the views or opinions of Northern Trust.

The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

Although we attempt to keep the information complete and current, we do not warrant that the content here is accurate, complete, or current. We make no commitment to update the content and it is your responsibility to verify any information before relying on it. The content of this podcast may include technical inaccuracies.

We may make changes in the products and or services described herein at any time. We provide you this information with the understanding that we are not rendering accounting, legal or tax advice; please consult your legal or tax advisor concerning such matters.