Alexandra Mihailescu Cichon from RepRisk joins Jeff and Bruce to discuss the current state of ESG, and the future. They go over the growing pains of greenwashing, Tariq Fancy's comments disparaging ESG, the DOL proposal and more. Scott Silver also joins to chat about the recent Worden Capital fiasco and what it means for the industry.
In this episode, you'll hear about:
Related Article: ESG information buffet can confuse hungry investors
Related Article: The demise of Worden Capital signals danger for investors and harm to the industry
This episode sponsored by the State of the Industry Podcast by Allworth Financial
One of the five fastest growing RIAs in America, Allworth is seeking new partners to grow with us.
Listen to Allworth’s industry podcast here.
Guest Bios:
Alexandra Mihailescu Cichon joined RepRisk in 2013 and is the executive vice president of sales and marketing. Over her tenure, she has established and led RepRisk’s globally distributed sales, partnerships, client relationship management, sales operations, and marketing and communications teams.
Alexandra holds a Master’s in Business Administration (MBA) from the University of St. Gallen (HSG), in Switzerland, with an exchange semester at the HEC Paris (École des hautes études commerciales de Paris), in France. She holds a Bachelor’s degree in Psychology (honors) and a Certificate in International Studies from Rutgers University in New Brunswick, New Jersey, as well as a Certificate in Executive Leadership from Cornell University.
Scott L. Silver is the managing partner of Silver Law Group, a nationally recognized law firm representing investors worldwide to recover their investment losses. Scott has received a Martindale Hubbell Preeminent “AV” rating, the highest rating given for general ethical standards and legal ability. Scott has spent his entire legal career practicing securities and financial services law. Scott focuses his law practice on securities arbitration and litigation and plaintiff-side class-action litigation, representing individual investors and institutions in claims against brokerage firms, investment advisors, commodities firms, hedge funds and others. Scott also routinely serves as counsel to receivers and trustees in matters relating to the recovery of investor losses in Ponzi schemes.
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.
Bruce and the IN staff talk about IPOs, Robinhood, AI and risk halfway through an eventful 2026 in the financial advice industry.
Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.
