Mo Lidsky on How to Find Conflict-Free Financial Advice (and Avoid Snake Oil!) | #HashtagFinance

CSE's Phillip Shum recently sat down with Mo Lidsky, CEO of Prime Quadrant, to discuss the market perspectives he has earned through advising 120 ultra-high net-worth families comprising $15 billion in assets under management. In this discussion, Mo shares how his own challenge in obtaining unbiased, conflict-free investment advice led him to start Prime Quadrant (0:57), why his firm is applying a "super protective" mindset during these rising markets (5:09), his common principles and best practices for investing (10:39), and why it is potentially dangerous to apply recency bias when investing in fixed income products (14:42).Listen until the end to hear how Mo's own encounter with a fraudster led him to research and write his new book, "Selling Snake Oil" (19:03), and how he has leveraged his family office network to support his philanthropic efforts every year at the Prime Quadrant Conference (24:14).🔴  Subscribe for more great CSE insights and interviews here: https://go.thecse.com/CSETV-Subscribe#AlwaysInvestedSTAY CONNECTED WITH THE CSE =============================📧 - NEWSLETTER: https://go.thecse.com/CSE-Mailing-List-Subscribe🎧 - PODCAST: https://blog.thecse.com/cse-podcasts/📸 - INSTAGRAM: https://www.instagram.com/canadianexchange/🤝 - LINKEDIN: https://ca.linkedin.com/company/canadian-securities-exchange👥 - FACEBOOK: https://www.facebook.com/CanadianSecuritiesExchange/🐦 - X: https://x.com/CSE_News📝 - BLOG: https://blog.thecse.com/🖥 - WEBSITE: https://thecse.com/📖 - MAGAZINE: https://issuu.com/thecse/docs©2026 CNSX Markets Inc. All rights reserved.