Bob Doll's annual predictions are a highlight during the turn from one year to the next. On this week's episode, Bob joins Jeff and Bruce for a solid conversation breaking down not only his 2021 predictions, but his own story and his Nostradamus batting average.
Cover Story: Market watchers search for silver linings in 2021
Related link: Bob Doll’s 2021 predictions
Guest Bio: Bob Doll is a senior portfolio manager and chief equity strategist at Nuveen. Bob manages seven portfolios, including large caps and alternatives. He is a highly respected authority on the equities markets among investors, advisors and the media. As the author of widely followed weekly commentaries and annual market predictions, Bob provides ongoing, timely market perspectives. Bob graduated with a B.S. in accounting and a B.A. in economics from Lehigh University and an M.B.A. from the Wharton School of the University of Pennsylvania. He is a certified public accountant and holds the CFA designation from the CFA Institute.
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?