Hosts Jeff Benjamin and Bruce Kelly are joined by fellow InvestmentNews reporter Emile Hallez to dig deep into how living longer and getting a better sense of longevity in general is changing financial planning. This episode also looks at examples of prejudice across the financial services industry
0:00-19:00 - Interview with Emile Hallez
1:00 - Talking and testing longevity
3:15 - Effect on financial planning industry
6:00 - When does this become a factor?
8:45 - Life expectancy meaning
11:15 - Silver lining to the pandemic?
14:45 - Effect on Annuities
19:00 - 31:00 - Discussion on racism in the financial services industry
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.
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.
