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
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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.
The Trump Administration's executive order to open up retirement plans to different kinds of investments raises questions around the fiduciary standard that should be applied.
July is supposed to be a slow month, but InvestmentNews has a fascinating list of stories worth paying attention to.
The InvestmentNews editorial team recaps the twists and turns of the first half of 2025.
Bruce chats with reporter Andrew Cohen, who has covered the RIA industry for InvestmentNews since late March, while crossing over with his old beat covering sports business as the trendy asset class just hit a record-breaking $10 billion team sale.
