T3 producer Joel Bruckenstein shares some inside tips on what to enjoy in Tampa Bay; discusses what his latest advisor technology survey uncovered about cybersecurity; and talks about some of the most interesting new technology startups in the T3 expo hall.
This episode is sponsored by Schwab Advisor Services.
As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests - whether they're just starting out or have more complex needs. Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support. Learn how Schwab supports advisors here.
The Trump Administration's executive order to open up retirement plans to different kinds of investments raises questions around the fiduciary standard that should be applied.
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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.
