Eric Kittner, CEO and chairman of Moneta, has a conversation with Jeff and Bruce about the recent trend of wirehouses trying to make inroads in the RIA space, particularly JPMorgan. Christopher Franz and Alec Lucas from Morningstar join to chat about what to expect in capital gains taxes this year.
In this episode, you'll hear about:
Related article: Mutual fund investors brace for hefty capital gains taxes
This episode sponsored by the State of the Industry Podcast by Allworth Financial
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Guest Bios:
In 2018, Eric Kittner ushered in the next generation of leadership at Moneta. Since that time, Moneta has transformed from a single-location Midwest firm into one of the nation’s largest, top-ranked fee-only independent RIAs, now with a presence in Denver, Kansas City and the Greater Boston Area.
Moneta also shifted its strategy from one of organic-only growth to include mergers and acquisitions for the first time in the firm’s history. Assets under management grew to $27 billion. The firm also has been ranked in Barron’s Top 10 in the nation for its combination of quality and scale for the last three years, 2018-2020.
Eric joined Moneta in 2003 because he was looking to build relationships while taking a more proactive, forward-looking role in the lives of his clients. He loves providing a service and managing his own practice, making Moneta’s client-focused and entrepreneurial approach a perfect landing spot for him.
Christopher Franz is an associate director of equity strategies for Morningstar.
Alec Lucas is a strategist within manager research for Morningstar.
Bruce this week chats with Brad Bueermann, CEO and founder of FP Transitions, a leading consultancy for RIAs, on valuations, compensation and the repercussions of the Altruist deal.
Sol Gindi on how Advisor Gateway is giving financial advisors more time for what matters most.
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?
