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 this week chats with Andrew Cohen, InvestmentNews reporter, about Vanguard’s $4 billion purchase of Altruist and Schwab’s changing client referral program. What’s it mean for advisors?
Bruce this week chats with Robb Baldwin, founder and CEO of TradePMR, which Robinhood bought in 2024. What’s the firm’s strategy to expand as a custodian for RIAs?
Learn how independent advisors can move beyond income and build a wealth management practice worth owning
Bruce chats with veteran industry attorney Brian Rubin of Eversheds Sutherland about potential changes in the enforcement process FINRA uses to regulate broker-dealers.
