Veteran financial reporter Bruce Kelly brings colleague Andrew Cohen on the show to discuss his early coverage of the biggest names and trends in the RIA industry, from M&A moves to advisor ownership models and sports investing.
The Trump Administration's executive order to open up retirement plans to different kinds of investments raises questions around the fiduciary standard that should be applied.
July is supposed to be a slow month, but InvestmentNews has a fascinating list of stories worth paying attention to.
The InvestmentNews editorial team recaps the twists and turns of the first half of 2025.
Bruce speaks to Osaic CEO Jamie Price about the long-term outlook driving M&A activity and why financial advisors, it turns out, are the most important part of the equation.
