This week’s episode kicks off with tax management guru Ed Slott giving advisers some solid year-end tax strategies to employ, regardless of where the Biden tax hikes end up. For his second guest, Jeff talks with David DeVoe about the pace of record-setting consolidation in the wealth management space. How long can it last, and how much is your advisory firm worth?
In this episode, you’ll hear about:
Related article: https://www.investmentnews.com/bidens-tough-tax-talk-fuels-record-ma-activity-214574
Guest Bio:
Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality and best-selling author. He is known for his ability to turn advanced tax strategies into understandable, actionable and entertaining advice.
He is the president and founder of Ed Slott and Company, a leading source of IRA expertise and analysis for financial advisers, institutions and consumers.
David DeVoe is founder and CEO of DeVoe & Company. As a thought leader on RIA practice management for over 17 years, David has been named "RIA M&A Guru" by Barron’s. He launched Schwab Advisor Services, which he led for eight years. David was previously in the Strategic Planning Group at American Express.
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.”
