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.
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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 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.
Bruce speaks to Osaic CEO Jamie Price about the long-term outlook driving M&A activity and why financial advisors, it turns out, are the most important part of the equation.
Bruce sits down with InvestmentNews colleague James Burton to dig into the post-acquisition stories of anger, surprise, and recruitment pitches..
Bruce sits down with Brad Bueermann, CEO and founder of FP Transitions, to discuss all things M&A and how recent volatility will impact deal structure and valuations.
