Hosts Jeff Benjamin and Bruce Kelly tackle the Wells Fargo riddle, with its budget cuts that sent a sizable group of advisers packing. The Social Security trust funds, created to help pay future retirement benefits when payroll tax revenues alone are no longer sufficient, will run dry sooner than previously predicted due to the COVID-19 pandemic and the recession it triggered. Mary Beth Franklin joins to discuss her important cover story.
0:30-7:30 - Wells Fargo lays off advisers -- what’s going on?
7:30-29:30 - Mary Beth Franklin interview
7:30-11:30 - The latest outlook for filling the trust fund gap
11:30-15:10 - The opportunity for converting to or contributing to a Roth in the current tax environment
15:10-18:00 - The inevitability of a solution vs. the ongoing political impasse
18:00-22:15 - The varying projections about when the trust fund might run out, and how it should or should not affect individuals’ retirement decisions
22:15-27:15 - What’s missing at the top of the funnel in contributions to Social Security
27:15-29:00 - The role advisers can play
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.
Bruce Kelly talks to local Rhode Island reporter Eli Sherman about the former nontraded REIT czar, Nick Schorsch, and his group’s investments in beloved local eateries in the Ocean State.
Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.
