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?
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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?
