Episode Notes
1:15-21:00 - Interview with Mary Beth Franklin about Social Security
21:15-29:30 - Discussion on Wells Fargo clamping down on dinners
29:40-43:00 - Interview with Liz Skinner about Diversity and Inclusion
Mary Beth Franklin is one of the country’s leading experts on Social Security and Medicare. An award-winning journalist and Certified Financial Planner, Mary Beth writes a weekly column on retirement issues for Investment News and is author of the ebook, Maximizing Your Social Security Retirement Benefits.
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.
Osaic President and Head of Advisor Growth and Engagement Shannon Reid discusses the AI revolution, creating client confidence, her recent move from Raymond James, and her love of soccer with InvestmentNews’ Managing Editor James Rogers.
