Bruce and Jeff speak to Nick Frelinghuysen, managing director and portfolio manager at Chilton Trust, to unwrap the latest Biden tax proposal, known as the billionaire minimum income tax. They explore the big questions: Is this constitutional? Is this really just a billion-dollar campaign slogan? Without this distraction of a tax that will likely never pass, what can be accomplished while Democrats are still the majority?
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
Bruce chats with veteran industry attorney Brian Rubin of Eversheds Sutherland about potential changes in the enforcement process FINRA uses to regulate broker-dealers.
Osaic President and Head of Advisor Growth and Engagement Shannon Reid discusses the AI revolution, creating client confidence, her recent move from Raymond James, and her love of soccer with InvestmentNews’ Managing Editor James Rogers.
