D.C. expert and policy wonk Mark Schoeff Jr. joins Bruce and Jeff to discuss the details of Biden's three big initiatives so far, The American Rescue, Jobs, and Families plans. The trio debate the merits of spending trillions to help Americans, and the tax ramifications. Nico Marais, CEO of Wells Fargo Asset Management, also joins to share his vision for the firm as it embarks in a new direction post-purchase by private equity.
Mark Schoeff - Politics and President Biden’s Tax Plan - 1:00-20:30
Nico Marais - 21:00-40:45
Cover Story: Heeding tax winds, advisers chart new financial tactics for clients
Guest Bio: Nico Marais is CEO of Wells Fargo Asset Management (WFAM). Nico leads a team of more than 1,400 including more than 400 investment professionals, and offices around the world. He serves as a member of the Wells Fargo Wealth & Investment Management (WIM) Operating Committee and is based in San Francisco.
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.
Bruce speaks to Osaic CEO Jamie Price about the long-term outlook driving M&A activity and why financial advisors, it turns out, are the most important part of the equation.
Bruce sits down with InvestmentNews colleague James Burton to dig into the post-acquisition stories of anger, surprise, and recruitment pitches..
Bruce sits down with Brad Bueermann, CEO and founder of FP Transitions, to discuss all things M&A and how recent volatility will impact deal structure and valuations.
