The markets have been on a wild ride so far this, and investors are keeping a close eye on their portfolios. Blair deQuesnay of Ritholtz Wealth Management joins Jeff and Bruce to chat about how advisers can keep clients calm during the storm and her take on the current markets. They touch on crypto as well, and Jeff and Bruce discuss the Merrill adviser fired for a racist tirade in a smoothie shop.
In this episode, you'll hear about:
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Guest Bio: Blair duQuesnay, Advisor
How I arrived: It’s a long and wild ride of a story. In my first job as a sales assistant at a brokerage firm, Barry was a client. I eventually left the brokerage firm, and learned investing and financial planning from some of the most talented advisors in the RIA world. After I relocated to New Orleans and began using social media, I "met" Josh on Twitter and a real life friendship followed after we were on the same 40 Under 40 list in 2014. When I met Kris in 2017, we talked about how the firm imbedded financial planning as a core of their service. A seed was unknowingly planted in my mind. I saw a group of talented people whom I admire, building a world-class wealth management firm. Josh’s blog about the firm having failed to hire more women was the final nudge I needed to jump, and here I am.
Favorite part of the job: For me, it’s all about building long-term trusted relationships with clients and their families. The work we do is about solving problems for clients and providing them with peace of mind. I’m just as happy digging into a complicated financial plan as I am studying the markets and investing.
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..
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.
