Bruce and Jeff speak to Nick Frelinghuysen, managing director and portfolio manager at Chilton Trust, to unwrap the latest Biden tax proposal, known as the billionaire minimum income tax. They explore the big questions: Is this constitutional? Is this really just a billion-dollar campaign slogan? Without this distraction of a tax that will likely never pass, what can be accomplished while Democrats are still the majority?
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.
Bruce this week chats with Jason Kephart, Morningstar analyst and former InvestmentNews reporter, about the state of the alternative investment industry, including new developments at the fund tracker.
Bruce and the IN staff talk about IPOs, Robinhood, AI and risk halfway through an eventful 2026 in the financial advice industry.
Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.
