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.
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 chats with reporter Andrew Cohen, who has covered the RIA industry for InvestmentNews since late March, while crossing over with his old beat covering sports business as the trendy asset class just hit a record-breaking $10 billion team sale.
