Bruce Kelly, of InvestmentNews, chats with Jodie Papike, CEO of advisor recruiting firm Cross-Search, about following in the footsteps of her father Larry and being a second-generation recruiter. They also discuss the difficult topic of what it was really like rising to a senior level in a male-dominated industry, and how advisors are navigating the flood of private equity cash.
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?
