Jeff takes the pod solo this week with his guest Gary Zimmerman, Founder of MaxMyInterest.com. Gary explains how MaxMyInterest was born from his experience during the financial crisis. Jeff and Gary discuss Gary's thoughts on why inflation is here to stay and may well be an indicator of future social and political instability, and how a recession may be our only hope of quelling inflation.
Guest Bio:
Gary Zimmerman is the managing partner of Six Trees Capital LLC and Founder of MaxMyInterest.com. Previously, Zimmerman was an investment banker at Citigroup, where he was a managing director and global head of strategic solutions for sovereign wealth funds, responsible for advising these funds on their direct investment activities globally. In that role, he spent considerable time in Europe, the Middle East and Asia, advising funds with more than $5 trillion of assets under management.
This episode is sponsored by Helios Quantitative Research.
Founded in 2016, Helios Quantitative Research was created to equip Financial Advisors with new and relevant tools that drastically improve their client's asset management experience, expand their firm's margins, and challenge the old-guard legacy providers as well as the emerging robos of Silicon Valley. We believe that the majority of existing services available to Financial Advisors lack innovation, are too expensive, and enable commoditization in the wealth management industry.
Therefore, we created our own service category – the insourced CIO. Our unique team of skilled and experienced individuals partners with financial advisors across the globe to create, implement, monitor, and communicate quantitative investment strategies that challenge Modern Portfolio Theory and seek to remove as much emotion as possible from investing. In a short time, we have grown to influence over 800 Financial Advisors who collectively manage over $30 billion.
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.”