Into the Ether... and beyond

Episode 171

With the launch of a number of new Ethereum ETFs and a surge in the price in Bitcoin, crypto is having a moment. Bruce Kelly, of InvestmentNews, sits down with Roxanna Islam, of TMX/VettaFi, to talk about the latest developments, the impact of the regulators and where this is all heading.

Recent episodes
  • Episode 214
  • Sep 11, 2026

With Schwab and Altruist in the news, there’s lots happening in RIA custody world

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?

With Schwab and Altruist in the news, there’s lots happening in RIA custody world
  • Episode 213
  • Aug 21, 2026

What’s new with Robb Baldwin and TradePMR?

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?

What’s new with Robb Baldwin and TradePMR?
  • Episode 212
  • Aug 04, 2026

Stop building for someone else: A guide to enterprise value

Learn how independent advisors can move beyond income and build a wealth management practice worth owning

Stop building for someone else: A guide to enterprise value
  • Episode 211
  • Jul 30, 2026

What’s new with FINRA enforcement?

Bruce chats with veteran industry attorney Brian Rubin of Eversheds Sutherland about potential changes in the enforcement process FINRA uses to regulate broker-dealers.

What’s new with FINRA enforcement?