Episode Notes
1:15-21:00 - Interview with Mary Beth Franklin about Social Security
21:15-29:30 - Discussion on Wells Fargo clamping down on dinners
29:40-43:00 - Interview with Liz Skinner about Diversity and Inclusion
Mary Beth Franklin is one of the country’s leading experts on Social Security and Medicare. An award-winning journalist and Certified Financial Planner, Mary Beth writes a weekly column on retirement issues for Investment News and is author of the ebook, Maximizing Your Social Security Retirement Benefits.
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.
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