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
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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 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.
Bruce Kelly is joined this week by Jeff Vivacqua of Cambridge Investment Research, who breaks down the company's success as a recruiter of financial advisors.
Bruce Kelly is joined this week by InvestmentNews Managing Editor James Rogers as they look ahead to what the financial advice industry can expect in 2026 after a tumultuous start to the year.
