The band is back together, as Bruce and Jeff reunite to interview Vivek Ramaswamy, co-founder and executive Chairman at Thrive Asset Management. They unravel the problematic mix of politics and big business, as well as Vivek’s unconventional path to founding Thrive. They also talk about Thrive’s success and what’s next.
Guest Bio:
Vivek Ramaswamy is a first-generation American entrepreneur, investor and New York Times bestselling author. Before founding Strive, he founded multibillion-dollar enterprises including Roivant Sciences, which he led as CEO. Vivek graduated summa cum laude from Harvard and received his law degree from Yale while working as a hedge fund partner.
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
Bruce chats with veteran industry attorney Brian Rubin of Eversheds Sutherland about potential changes in the enforcement process FINRA uses to regulate broker-dealers.
