Burt White, CIO of LPL, joins the pod this episode to chat about LPL's annual meeting, transitioning from the 60/40 mindset, and the role of a CIO. Zach Teutsch, an adviser whose practice specializes in progressive clients, chats with Jeff and Bruce about having a niche practice, tax planning for the left-minded, and Zach's curious career path through Bear Stearns during the '08 financial crisis.
Interview with Burt White — 0:30 - 19:30
Interview with Zach Teutsch — 19:45 - 46:45
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Guest Bios:
Burt White is the managing director of investor and investment solutions and chief investment officer.
Mr. White has served as managing director, investor and investment solutions and chief investment officer of LPL Financial since January 2017. He served as managing director, research, and chief investment officer from 2009 to December 2016. Mr. White is responsible for the strategic direction and continued growth of LPL Financial’s research, marketing, products, and investment platforms.
Zach Teutsch founded Values Added Financial to help clients live more fulfilling lives by making wise financial, career and other life decisions. Before he launched Values Added Financial, Zach developed the first national financial empowerment programs in the labor movement and reached several hundred thousand union members. After that, he joined the Consumer Financial Protection Bureau, where he was a subject matter expert on financial education and empowerment. Zach has taught investment and financial planning topics to groups all around the country and has served individual clients for 15 years. His writing has appeared in Vox (link), The Billfold (link, link, link), and Greater Greater Washington (link). He has taught at the Congressional Hispanic Caucus Institute, Brown Alumni Association, National Labor College, Congressional Hispanic Staff Association, DC Bar Association, Tzedek DC, Jews United for Justice, The DCJCC, 6th+I, the National Havurah Institute, and for dozens of unions and union locals.
Bruce and the IN staff talk about IPOs, Robinhood, AI and risk halfway through an eventful 2026 in the financial advice industry.
Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.
Bruce Kelly talks to local Rhode Island reporter Eli Sherman about the former nontraded REIT czar, Nick Schorsch, and his group’s investments in beloved local eateries in the Ocean State.
Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.
