Bruce and Jeff ring in 2023 with their guest Charles Rowlan, senior vice president of business development at Advyzon. They discuss Charles' extensive research on the ever-evolving advisor fee model.
Guest Bio:
Charles (Chuck) Rowlan is a Senior Vice President of Business Development for Advyzon. In his current role, Chuck works to promote, implement, and sell Advyzon’s comprehensive solution for registered investment advisors across a 16 state region.
Previously he held various positions within Morningstar Investment Management and Morningstar, Inc. During this time Chuck spent time working with Morningstar’s TAMP, 401k managed accounts, fiduciary services and also worked closely with Morningstar’s software tools including Morningstar DirectSM and Morningstar OfficeSM.
Prior to joining Morningstar, he was a financial advisor at Wells Fargo Advisors. He has over fifteen years of investment industry experience.
Chuck holds a bachelor’s degree in Finance from Baylor University and the CERTIFIED FINANCIAL PLANNERTM designation as well as the CERTIFIED INVESTMENT MANAGEMENT ANALYST® designation.
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.”
