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 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.
Bruce Kelly is joined this week by InvestmentNews Managing Editor James Rogers as they look ahead to what the financial advice industry can expect in 2026 after a tumultuous start to the year.
Bruce Kelly is joined this week by his InvestmentNews colleagues to give their expert opinion on an eventful year in wealth management.
