Bruce and Jeff connect with Rob Isbitts of Sungarden Investment Publishing to get his opinion on how our current geopolitical unrest is affecting the markets. Later, Bruce and Jeff discuss Tyrone Ross' departure from Onramp Invest and his cryptic tweet from the Omaha airport.
Rob Isbitts of Sungarden Investment Publishing discusses how the markets are being affected by geopolitical unrest, and he advises advisers on how to work with clients through the changes to the market triggered by Russia's invasion of Ukraine. Later in the episode, Bruce and Jeff discuss Tyrone Ross' departure from Onramp Invest and his cryptic tweet from the Omaha airport.
Guest Bio:
Rob Isbitts has spent the past 35 years as an investment strategist, former advisor, researcher, thought leader and journalist. He has devoted his career to helping investors make sense of chaotic markets, and growing a team of next-generation leaders to continue developing his intellectual property and investment approach. In 2021, Rob and his team debuted Sungarden Investment Publishing, an investment publishing company that offers a differentiated investment research service at a compelling price point.
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.
Bruce this week chats with Jason Kephart, Morningstar analyst and former InvestmentNews reporter, about the state of the alternative investment industry, including new developments at the fund tracker.