PPP loans continue to haunt the wealth management industry, Bruce and Jeff explain why, plus more. Episode 4
The SBA released the list of PPP loan recipients recently and the wealth management industry is scrambling to justify their loans while operating a fee-based business model.
What exactly are semitransparent ETFs and why do they matter? As these unique new funds slowly come to market, questions remain as to whether the market has any interest.
Cetera’s new head of recruiting has a steep hill to climb to compete with deep-pocketed BD recruiting giants like LPL.
The state of the financial markets and the economy suggest now is the time for diversification into alternative investments.
And Bruce Kelly made his first trip to the office since March for a glimpse of what work might look like going forward.
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