Hosts Jeff Benjamin and Bruce Kelly are joined by fellow InvestmentNews reporter Nicole Casperson to discuss what the Schwab-TD megamerger means for the overlapping custodial platforms. Also on the docket, Morgan Stanley buys Eaton Vance, and a look at whether one financial adviser on the lam is a sign of things to come.
0:00-10:30 - Interview with Nicole Casperson
The importance of TD Ameritrade’s Veo Platform advisors, and how it fits into the integration (:40)
The other platforms and the data choices (5:30)
Effect on the small advisor (7:30)
Competitive shake-up and opportunity (9:30)
10:30-19:30 - Morgan Stanley buys Eaton Vance
Morgan Stanley’s shopping spree strategy, and The ESG angle, and the advisor impact
19:30-29:00 - Adviser on the lam
The developing story, the echoes of the financial crisis, and is this the start of a trend or a one-off?
Sol Gindi on how Advisor Gateway is giving financial advisors more time for what matters most.
Bruce this week chats with Andrew Cohen, InvestmentNews reporter, about Vanguard’s $4 billion purchase of Altruist and Schwab’s changing client referral program. What’s it mean for advisors?
Bruce this week chats with Robb Baldwin, founder and CEO of TradePMR, which Robinhood bought in 2024. What’s the firm’s strategy to expand as a custodian for RIAs?
Learn how independent advisors can move beyond income and build a wealth management practice worth owning
