We look at how the Twitter dustup between two advisers over politics should send a message to the financial services community that it doesn’t pay to let your political colors show on social media. Also, Covid has had a negative impact on broker recruiting. Then we get into the trend toward reducing bond allocations from otherwise balanced portfolios. And Bruce Kelly dishes up another example of a bad broker. Finally, in the Open Notebook segment, we delve into whether New York can continue to be the center of the universe, as far as New Yorkers are concerned.
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.
