Leslie Marshall of Morningstar joins Jeff and Bruce to discuss the company's upcoming conference, which is the final large in-person conference still standing. They talk about the deliberations in going forward with it, Covid policies, what makes this year different, and Leslie's job title. Bruce and Jeff also go through the recent American Century conspiracy theory.
Interview with Leslie Marshall — 0:30 - 23:45
American Century conspiracy — 23:50-34:45
Leslie Marshall, head of experiential marketing at Morningstar, on LinkedIn
Bruce and the IN staff talk about IPOs, Robinhood, AI and risk halfway through an eventful 2026 in the financial advice industry.
Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.
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.
