Frank Congemi of Benefactor Financial joins Bruce Kelly on today's episode to talk about Covid's effect on the work of financial advisers. Nearly two years into the pandemic, what has changed and will there ever be a return to normal for advisers? Lori Varnell, chief of the Tarrant County Criminal District Attorney’s Elder Financial Fraud team, chats with Bruce about elder fraud and a case that recently made waves.
In this episode, you'll hear about:
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This episode sponsored by the State of the Industry Podcast by Allworth Financial
One of the five fastest growing RIAs in America, Allworth is seeking new partners to grow with us.
Listen to Allworth’s industry podcast here.
Guest Bios:
Frank Congemi is a financial adviser with Benefactor Financial.
Lori Varnell is the chief of the Tarrant County Criminal District Attorney’s Elder Financial Fraud team in Texas.
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.
