Bruce and Jeff connect with Ron Carson, founder and CEO of Carson Group, to talk about the big Burt White news, the details of onboarding him, and how Ron feels about having another big personality on the team. They also get into Ron's mindset going into a relationship with a private equity investor.
Bruce sits down with Vance Barse, founder and wealth strategist at Your Dedicated Fiduciary, to discuss different fee models and the passionate “hourly fee bros.”
Bruce digs into the changing life and career of the Carson Group founder with InvestmentNews US editor Emile Hallez.
Bruce talks to Jodie Papike, CEO of advisor recruiting firm Cross-Search, about her experience of being a senior woman in a male-dominated industry, being a second generation recruiter, and the impact of private equity investment on advisors.
Bruce talks to Tash Elwyn, president and CEO of Raymond James & Associates, about his career path, his new role as president of the private client group, and why the profession is at a fork in the road.
