The markets have been on a wild ride so far this, and investors are keeping a close eye on their portfolios. Blair deQuesnay of Ritholtz Wealth Management joins Jeff and Bruce to chat about how advisers can keep clients calm during the storm and her take on the current markets. They touch on crypto as well, and Jeff and Bruce discuss the Merrill adviser fired for a racist tirade in a smoothie shop.
In this episode, you'll hear about:
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Guest Bio: Blair duQuesnay, Advisor
How I arrived: It’s a long and wild ride of a story. In my first job as a sales assistant at a brokerage firm, Barry was a client. I eventually left the brokerage firm, and learned investing and financial planning from some of the most talented advisors in the RIA world. After I relocated to New Orleans and began using social media, I "met" Josh on Twitter and a real life friendship followed after we were on the same 40 Under 40 list in 2014. When I met Kris in 2017, we talked about how the firm imbedded financial planning as a core of their service. A seed was unknowingly planted in my mind. I saw a group of talented people whom I admire, building a world-class wealth management firm. Josh’s blog about the firm having failed to hire more women was the final nudge I needed to jump, and here I am.
Favorite part of the job: For me, it’s all about building long-term trusted relationships with clients and their families. The work we do is about solving problems for clients and providing them with peace of mind. I’m just as happy digging into a complicated financial plan as I am studying the markets and investing.
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.”
