Bruce Kelly takes the reins of this week's pod so Jeff can take care of his last-minute Christmas shopping and fruitcake baking. InvestmentNews' Sean Allocca joins the podcast to chat with Bruce about some of the big acquisitions and hoped-for acquisitions in the wealth tech space. They go over Wealthfront as a possible buy target and Apollo's purchase of Griffin.
In this episode, you'll hear about:
Related Article: Will Wealthfront fetch a $1.5 billion price tag?
Related Article: Wall Street’s latest to hook independent advisers? Alternatives
The Trump Administration's executive order to open up retirement plans to different kinds of investments raises questions around the fiduciary standard that should be applied.
July is supposed to be a slow month, but InvestmentNews has a fascinating list of stories worth paying attention to.
The InvestmentNews editorial team recaps the twists and turns of the first half of 2025.
Bruce chats with reporter Andrew Cohen, who has covered the RIA industry for InvestmentNews since late March, while crossing over with his old beat covering sports business as the trendy asset class just hit a record-breaking $10 billion team sale.
