Bruce and Jeff talk with Emile Hallez, US news editor at ESG Clarity, who has done the work of reading through the SEC's 510-page climate disclosure proposal. Listen in for a breakdown of the proposal, which will affect how public companies and some private companies report about their impact on the environment. Hear Emile's take on why this is necessary, what happens if the administration shifts in 2024, and how much authority the SEC actually has to enforce these requirements. Also, Bruce and Jeff start the countdown toward their 100th episode.
Don't miss this expert breakdown of donor giving trends and what's coming in 2025!
Bruce is joined this week by InvestmentNews colleague James Burton to discuss the acquisition that rocked the advisor world. What does this epic coming together mean for both firms?
Take your advisory practice to the next level with insights on tax-smart charitable giving strategies.
As alternative investment products flood the market, Bruce discusses the state of play with Neil Menard, president of distribution at StepStone Private Wealth, a man with deep experience in this field.
