In the 100th episode of the InvestmentNews Podcast, Bruce and Jeff go in strong with a big guest, Andy Sieg, president of Merrill Lynch Wealth Management. They address a multitude of topics related to the shift in wealth management from 2021 to 2022, including how firms are hiring and retaining talent, and when it will be time to start raising adviser fees.
Guest Bio:
Andy Sieg is president of Merrill Wealth Management and a member of Bank of America Corp.’s executive management team. In this role, he oversees more than 25,000 employees who provide investment and wealth management strategies to individuals and businesses across the U.S. Sieg also oversees Bank of America’s Investment Solutions Group, which includes the Chief Investment Office and a wide range of thought leadership, product and portfolio offerings and platforms.
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.
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.
