D.C. expert and policy wonk Mark Schoeff Jr. joins Bruce and Jeff to discuss the details of Biden's three big initiatives so far, The American Rescue, Jobs, and Families plans. The trio debate the merits of spending trillions to help Americans, and the tax ramifications. Nico Marais, CEO of Wells Fargo Asset Management, also joins to share his vision for the firm as it embarks in a new direction post-purchase by private equity.
Mark Schoeff - Politics and President Biden’s Tax Plan - 1:00-20:30
Nico Marais - 21:00-40:45
Cover Story: Heeding tax winds, advisers chart new financial tactics for clients
Guest Bio: Nico Marais is CEO of Wells Fargo Asset Management (WFAM). Nico leads a team of more than 1,400 including more than 400 investment professionals, and offices around the world. He serves as a member of the Wells Fargo Wealth & Investment Management (WIM) Operating Committee and is based in San Francisco.
Bruce is joined this week by new InvestmentNews managing editor Emile Hallez to discuss what happens now that the election is over and we know who the next president is going to be.
Bruce is joined once again by InvestmentNews managing editor James Burton to discuss the ongoing consolidation and potential for job cuts at one of the country’s largest broker-dealer networks.
Bruce mixes it up this week and brings in InvestmentNews managing editor James Burton to discuss the story that rocked the newsroom last week – the surprise termination of LPL CEO Dan Arnold.
Bruce sits down with Vance Barse, founder and wealth strategist at Your Dedicated Fiduciary, to discuss different fee models and the passionate “hourly fee bros.”
