D.C. correspondent Mark Schoeff Jr. joins Bruce and Jeff to look at the full impact of the Biden/Harris administration on the advisory business. What will change quickly, what won't, and what happens to Reg BI? Then Emile Hallez shares insights from the RPA Convergence events.
Interview with Mark Schoeff Jr. — 1:00-15:00
Interview with Emile Hallez — 15:00-27:00
The InvestmentNews editorial team recaps the twists and turns of the first half of 2025.
Bruce chats with reporter Andrew Cohen, who has covered the RIA industry for InvestmentNews since late March, while crossing over with his old beat covering sports business as the trendy asset class just hit a record-breaking $10 billion team sale.
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..
