Bruce and Jeff connect with Rob Isbitts of Sungarden Investment Publishing to get his opinion on how our current geopolitical unrest is affecting the markets. Later, Bruce and Jeff discuss Tyrone Ross' departure from Onramp Invest and his cryptic tweet from the Omaha airport.
Rob Isbitts of Sungarden Investment Publishing discusses how the markets are being affected by geopolitical unrest, and he advises advisers on how to work with clients through the changes to the market triggered by Russia's invasion of Ukraine. Later in the episode, Bruce and Jeff discuss Tyrone Ross' departure from Onramp Invest and his cryptic tweet from the Omaha airport.
Guest Bio:
Rob Isbitts has spent the past 35 years as an investment strategist, former advisor, researcher, thought leader and journalist. He has devoted his career to helping investors make sense of chaotic markets, and growing a team of next-generation leaders to continue developing his intellectual property and investment approach. In 2021, Rob and his team debuted Sungarden Investment Publishing, an investment publishing company that offers a differentiated investment research service at a compelling price point.
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?
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.