D.C. correspondent Mark Schoeff Jr. joins Bruce and Jeff to look at the full impact of the Biden/Harris administration on the advisory business. What will change quickly, what won't, and what happens to Reg BI? Then Emile Hallez shares insights from the RPA Convergence events.
Interview with Mark Schoeff Jr. — 1:00-15:00
Interview with Emile Hallez — 15:00-27:00
Learn how independent advisors can move beyond income and build a wealth management practice worth owning
Bruce chats with veteran industry attorney Brian Rubin of Eversheds Sutherland about potential changes in the enforcement process FINRA uses to regulate broker-dealers.
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.
