Rick Ferri joins to discuss his latest call for a change in adviser fees. Is charging 1% of AUM fair to clients? Attorney Jason Kane discusses his firm's class-action lawsuit against embattled GPB Capital. Will investors see their money again?
Interview with Jason Kane — 1:00-18:30
Interview with Rick Ferri — 18:45-45:30
Guest Bios:
Relevant Article: Kitces report reignites debate over advisory fees
Relevant Article: SEC wants independent monitor to run GPB amid fraud charges
July is supposed to be a slow month, but InvestmentNews has a fascinating list of stories worth paying attention to.
The InvestmentNews editorial team recaps the twists and turns of the first half of 2025.
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.
