As Joe Biden releases his tax plan, we fold in a deep dive into the odds of a financial transaction tax hitting wealth management.
The pace of mergers and acquisitions in the RIA space fell off pace from March through May, but ramped back up in June, suggesting the second half of the year could be on pace with the record levels of 2019.
IN technology reporter Nicole Casperson joins the podcast to explain Wells Fargo’s challenges getting the TikTok app removed from company-issued devices.
And Nicole, who was hired in May, shares her perspective on what it’s like to be interviewed, hired, and start a new job without a single in-person meeting with her new colleagues.
Bruce speaks to Osaic CEO Jamie Price about the long-term outlook driving M&A activity and why financial advisors, it turns out, are the most important part of the equation.
Bruce sits down with InvestmentNews colleague James Burton to dig into the post-acquisition stories of anger, surprise, and recruitment pitches..
Bruce sits down with Brad Bueermann, CEO and founder of FP Transitions, to discuss all things M&A and how recent volatility will impact deal structure and valuations.
Don't miss this expert breakdown of donor giving trends and what's coming in 2025!
