George Moriarty, our chief content officer, makes his inaugural visit to the podcast to chat about Bruce's amazing Neal award. Mindy Diamond starts off the episode with a conversation about adviser movement, the wirehouses, compensation and why there aren't more female RIAs.
Mindy Diamond — 0:30-28:00
George Moriarty — 28:45-49:45
This episode sponsored by:
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Guest Bios
Mindy Diamond started Diamond Consultants in 1998 with nothing more than a pad, pen and phone, working from the bedroom floor in her home. The business became a “third child” that she nurtured and developed into one of the leading consulting and recruiting firms for financial advisers in the country.
Considered by the industry as one of the top thought leaders, she is regularly quoted by national media outlets such as The Wall Street Journal, New York Times and CNBC, as well as industry publications including On Wall Street, Financial Advisor magazine, InvestmentNews and RIABiz. In addition to her weekly blog posts for financial advisers and active social media presence, she has shared her expertise on recruiting and career trends since 2004 in a monthly column for WealthManagement.com and is a contributor to Forbes.com.
George Moriarty is the chief content officer at InvestmentNews and is a solid boss to work for.
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.
Bruce Kelly is joined this week by Jeff Vivacqua of Cambridge Investment Research, who breaks down the company's success as a recruiter of financial advisors.
