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
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.
