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 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.
