Jim Paulsen, CIO at Leuthold, joins Bruce and Jeff to dissect the current market volatility. They discuss where the opening salvos of 2022 trading fit in compared to other recent big market moves and whether or not we'll see a true correction. They get into the Fed's role and how inflation worries tie into the swirling markets as well. Bruce and Jeff chat about UBS's purchase of Wealthfront.
In this episode, you'll hear about:
Related Article: How UBS plans to leverage Wealthfront’s robo-adviser
Guest Bio:
Jim Paulsen is chief investment strategist at The Leuthold Group LLC. He is a member of the investment committee, authors market and economic commentary, and works with the Leuthold investment team in serving institutional, financial advisor and investment professional clients. He will continue writing his long-running newsletter, which will be published and distributed alongside Leuthold's premier monthly research product, Perception for the Professional.
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?