Nathan Parkins of MoLei Financial and Fincap Advisors joins Jeff and Bruce to discuss the very real business of cannabis investing. The wide-ranging conversation covers the difference between marijuana, hemp and CBD, how to invest, the outlook for the industry, and how to talk to clients about it. Bruce and Jeff also chat about Bruce's recent cover on RIA roll-ups.
1:30 - 26:00 Nathan Parkins interview on cannabis market
26:00-41:20 Discussion on the RIA roll-up market
Related Article: Is it high time to invest in cannabis?
Related Cover Article: The RIA roll-up market has seen a decade of explosion
Related Video: Cannabis investments soaring with Democrats at the helm
Guest Bio: Nathan Parkins is an ambitious high energy business professional with extensive experience in business operations, sales strategy and financial reporting and modeling. Particularly interested in leadership roles focused on business planning and strategy, driving efficiency through process reengineering and well run operations. Passionate about technology, complex problems within sales, finance, and business strategy at both levels. Specialties include: strategic planning and analysis, financial modeling and project management, forecasting and budgeting.
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.
Bruce Kelly talks to local Rhode Island reporter Eli Sherman about the former nontraded REIT czar, Nick Schorsch, and his group’s investments in beloved local eateries in the Ocean State.
Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.
