A wide-ranging conversation with Michael Kitces covering niche practices, fees, brands and RIA valuations. Ben Harrison joins Jeff and Bruce to chat about the goings-on at Pershing, the INSITE conference and custody issues.
Interview with Michael Kitces — Niches, fees, brands and RIA valuations — 0:50-41:30
Interview of Ben Harrison — 42:10
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Guest Bios
Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL, is the head of planning strategy for Buckingham Wealth Partners, a private wealth management firm in St. Louis, Missouri, that oversees approximately $50 billion of client assets. In addition, he is the co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting, former practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.
Ben Harrison is a managing director and member of the Executive Committee for Pershing. He is co-head of our wealth solutions segment, which serves wealth-oriented broker-dealers, registered investment advisors and trust companies, and the evolving and converging needs of these clients. Prior to this role, Ben led our RIA custody business and before that, both business development and relationship management for the advisory marketplace.
Bruce mixes it up this week and brings in InvestmentNews managing editor James Burton to discuss the story that rocked the newsroom last week – the surprise termination of LPL CEO Dan Arnold.
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Bruce digs into the changing life and career of the Carson Group founder with InvestmentNews US editor Emile Hallez.
Bruce talks to Jodie Papike, CEO of advisor recruiting firm Cross-Search, about her experience of being a senior woman in a male-dominated industry, being a second generation recruiter, and the impact of private equity investment on advisors.