This week’s episode kicks off with tax management guru Ed Slott giving advisers some solid year-end tax strategies to employ, regardless of where the Biden tax hikes end up. For his second guest, Jeff talks with David DeVoe about the pace of record-setting consolidation in the wealth management space. How long can it last, and how much is your advisory firm worth?
In this episode, you’ll hear about:
Related article: https://www.investmentnews.com/ria-news/bidens-tough-tax-talk-fuels-record-ma-activity/214574
Guest Bio:
Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality and best-selling author. He is known for his ability to turn advanced tax strategies into understandable, actionable and entertaining advice.
He is the president and founder of Ed Slott and Company, a leading source of IRA expertise and analysis for financial advisers, institutions and consumers.
David DeVoe is founder and CEO of DeVoe & Company. As a thought leader on RIA practice management for over 17 years, David has been named "RIA M&A Guru" by Barron’s. He launched Schwab Advisor Services, which he led for eight years. David was previously in the Strategic Planning Group at American Express.
Bruce this week chats with Jason Kephart, Morningstar analyst and former InvestmentNews reporter, about the state of the alternative investment industry, including new developments at the fund tracker.
Bruce and the IN staff talk about IPOs, Robinhood, AI and risk halfway through an eventful 2026 in the financial advice industry.
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.
