Jeff and Bruce dive deep into the world of cannabis investments with ETF Managers Group's cannabis research and banking expert Jason Wilson. Jason addresses how the industry will continue to shift as a result of changing regulations, what the rules are currently and how they're expected to change, and the difference between CBD and THC.
Guest Bio:
Jason Wilson is cannabis research and banking expert with ETF Managers Group. With over 20 years of experience in the asset management, finance and structured product space, Jason has a track record of bringing hard-to-access asset classes to market. Most recently, Jason was senior vice president at Infor Financial Inc., a leading boutique investment bank based in Toronto, Canada that has worked in connection with a number of companies in the legal cannabis industry, including acting as advisor to Canopy Growth Corp. in connection with entering into its strategic relationship with Constellation Brands.
Bruce this week chats with Brad Bueermann, CEO and founder of FP Transitions, a leading consultancy for RIAs, on valuations, compensation and the repercussions of the Altruist deal.
Sol Gindi on how Advisor Gateway is giving financial advisors more time for what matters most.
Bruce this week chats with Andrew Cohen, InvestmentNews reporter, about Vanguard’s $4 billion purchase of Altruist and Schwab’s changing client referral program. What’s it mean for advisors?
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?
