InvestmentNews' Bruce Kelly sits down with trial lawyer Tom Ajamie to discuss deferred compensation cases and how a major strategic rethink led him and his team to ERISA, which could significantly change wirehouse compensation packages.
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.
Don't miss this expert breakdown of donor giving trends and what's coming in 2025!
Bruce is joined this week by InvestmentNews colleague James Burton to discuss the acquisition that rocked the advisor world. What does this epic coming together mean for both firms?
As alternative investment products flood the market, Bruce discusses the state of play with Neil Menard, president of distribution at StepStone Private Wealth, a man with deep experience in this field.
