Bitcoin futures ETFs have hit the market recently, causing big waves. Crypto advocates have long sought cryptocurrency fund products, and those efforts have been hampered by lack of regulation. Nate Geraci, president of The ETF Store, joins Jeff and Bruce to dive into the details. Danny Sarch from Leitner Sarch Consultants chats about the dance between the wirehouses and the RIA space.
In this episode you'll hear:
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This episode sponsored by the State of the Industry Podcast by Allworth Financial
One of the five fastest growing RIAs in America, Allworth is seeking new partners to grow with us.
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Guest Bios:
Nate Geraci helped launch The ETF Store Inc., nationally recognized as the first investment advisor to offer only exchange-traded funds. He's also creator and host of the weekly podcast “ETF Prime,” which Bloomberg has called one of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds.” Nate is co-founder of The ETF Institute, the first and only independent organization providing ETF industry professionals and financial advisors with certification, education and training pertaining to ETFs.
He earned both his undergraduate degree in business administration and his MBA from the University of Kansas. He holds Series 7 and 65 securities licenses, in addition to a Life and Health insurance license.
Danny Sarch has been a headhunter for the wealth management industry since 1984 and has been the president of his own firm, Leitner Sarch Consultants, since 1990. The wealth management industry has evolved to present more opportunities for top financial advisors than ever before. Danny takes the time to thoroughly learn about his client companies so he can accurately address the unique questions and concerns of the advisory teams with whom he works. If you are curious about independence, about firms new or old, big or small, you can be sure that Danny has done his homework on your behalf.
Danny has a regular column in InvestmentNews about recruiting trends in the wealth management industry and is quoted regularly in the industry's trade publications. In 1998, Danny was accepted into the Pinnacle Society, the premier consortium of industry leading recruiters in North America. He served as president from 2004 to 2008, when he was the fifth member ever to be given the special recognition as an Honorary Lifetime Member. He graduated from the University of Pennsylvania in 1984 with a degree in English Literature.
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.
Bruce sits down with InvestmentNews colleague James Burton to dig into the post-acquisition stories of anger, surprise, and recruitment pitches..
Bruce sits down with Brad Bueermann, CEO and founder of FP Transitions, to discuss all things M&A and how recent volatility will impact deal structure and valuations.
