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.
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.
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.
