After the weekend announcement of Biden's victory, Jeff and Bruce talk with IN's D.C. correspondent, Mark Schoeff, about what advisers can expect from the incoming administration in terms of department heads, regulations, ESG and of course, taxes.
:30 - Initial reaction
2:30 - The Biden administration's outlook for the SEC
5:30 - How much does the SEC head matter for investment advisors?
10:40 - Impact on ESG investing
15:30 - Where do taxes go?
17:00 - Biden administration top priorities that might affect the financial services industry
Osaic President and Head of Advisor Growth and Engagement Shannon Reid discusses the AI revolution, creating client confidence, her recent move from Raymond James, and her love of soccer with InvestmentNews’ Managing Editor James Rogers.
Bruce this week chats with Jason Kephart, Morningstar analyst and former InvestmentNews reporter, about the state of the alternative investment industry, including new developments at the fund tracker.
Bruce and the IN staff talk about IPOs, Robinhood, AI and risk halfway through an eventful 2026 in the financial advice industry.
Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.
