Jeff and Bruce are joined by Joanne Cleaver, diversity, equity and inclusion editor at InvestmentNews, who explains her work highlighting the many individuals and firms who have put in the DEI work at their businesses, including celebrating them at the Women to Watch event in New York City this month. Cleaver also explains why the future of the business is in DEI and what you can do to continue growth.
Related article: https://womentowatchaward.com/
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.
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.
