This week, Bruce Kelly talks to Jeff Vivacqua, who serves as President, Growth and Development at Cambridge Investment Research, and is a veteran of the financial advice industry. We talk about Cambridge’s continued success as a recruiter of financial advisors, and its unique ownership structure and what that means to the firm’s more than 4,000 financial advisors.
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.
