Bruce Kelly, senior columnist at InvestmentNews, hosts another top pod in which he is joined by managing editor James Burton to chat about the biggest stories impacting the industry. In this episode, the pair address the state of play at Osaic, talk through its history and Bruce’s latest story on the firm, and wonder out loud how the potential of job cuts might affect advisors.
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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.
