Bruce and Jeff ring in 2023 with their guest Charles Rowlan, senior vice president of business development at Advyzon. They discuss Charles' extensive research on the ever-evolving advisor fee model.
Guest Bio:
Charles (Chuck) Rowlan is a Senior Vice President of Business Development for Advyzon. In his current role, Chuck works to promote, implement, and sell Advyzon’s comprehensive solution for registered investment advisors across a 16 state region.
Previously he held various positions within Morningstar Investment Management and Morningstar, Inc. During this time Chuck spent time working with Morningstar’s TAMP, 401k managed accounts, fiduciary services and also worked closely with Morningstar’s software tools including Morningstar DirectSM and Morningstar OfficeSM.
Prior to joining Morningstar, he was a financial advisor at Wells Fargo Advisors. He has over fifteen years of investment industry experience.
Chuck holds a bachelor’s degree in Finance from Baylor University and the CERTIFIED FINANCIAL PLANNERTM designation as well as the CERTIFIED INVESTMENT MANAGEMENT ANALYST® designation.
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.
