Paul Schatz, founder of Heritage Capital, joins Jeff and Bruce to explain the nuances of the GameStop saga that has gripped the investing community and the United States at large. There are reasons beyond just a Reddit group for the wild action, and Paul goes through all of them. Robb Baldwin, CEO of TradePMR, tell his personal story of dealing with a challenging merger and how it relates to the service issues some advisers at experiencing with the Schwab/TD acquisition.
Interview with Robb Baldwin - 4:45 - 19:00
Interview with Paul Schatz on GameStop etc. - 19:10 - 39:45
Guest Bios:
Robb Baldwin is the founder, president and CEO of TradePMR. The firm provides technology, support and services to registered investment advisers through its own innovative management platform. TradePMR was born out of Robb’s personal experience with a difficult transition in his own RIA firm during the merger of two major custodians. Since 1998, TradePMR has focused on combining exceptional service with a truly innovative, industry leading technology platform.
Paul Schatz, founder and president of Heritage Capital, has a wealth of experience investing in equities, fixed income, options and futures. While he is best known for his equity index and precious metals models, his technically driven strategies have taken him into other asset classes as well. Paul is a recognized pioneer and expert in the exchange-traded fund field, having employed them in his work since 1994. Additionally, he has consulted for many of today’s ETF purveyors on new product development and is a highly sought after speaker in the field.
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.”
