Why all the interest in interest rates?

Episode 164

Bruce talks to Steve Sanders from Interactive Brokers about how some broker-dealers are 'in a bit of a pickle' because of how they invested client cash.

Recent episodes
  • Episode 176
  • Sep 24, 2024

Are RIAs moving away from traditional advisor fees?

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.”

Are RIAs moving away from traditional advisor fees?
  • Episode 175
  • Sep 12, 2024

Ron Carson’s journey from salesman to shamen

Bruce digs into the changing life and career of the Carson Group founder with InvestmentNews US editor Emile Hallez.

Ron Carson’s journey from salesman to shamen
  • Episode 174
  • Aug 28, 2024

Top advisor recruitment firm is a family affair

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.

Top advisor recruitment firm is a family affair
  • Episode 173
  • Aug 21, 2024

From Moby Dick to Raymond James leadership

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.

From Moby Dick to Raymond James leadership