Nathan Parkins of MoLei Financial and Fincap Advisors joins Jeff and Bruce to discuss the very real business of cannabis investing. The wide-ranging conversation covers the difference between marijuana, hemp and CBD, how to invest, the outlook for the industry, and how to talk to clients about it. Bruce and Jeff also chat about Bruce's recent cover on RIA roll-ups.
1:30 - 26:00 Nathan Parkins interview on cannabis market
26:00-41:20 Discussion on the RIA roll-up market
Related Article: Is it high time to invest in cannabis?
Related Cover Article: The RIA roll-up market has seen a decade of explosion
Related Video: Cannabis investments soaring with Democrats at the helm
Guest Bio: Nathan Parkins is an ambitious high energy business professional with extensive experience in business operations, sales strategy and financial reporting and modeling. Particularly interested in leadership roles focused on business planning and strategy, driving efficiency through process reengineering and well run operations. Passionate about technology, complex problems within sales, finance, and business strategy at both levels. Specialties include: strategic planning and analysis, financial modeling and project management, forecasting and budgeting.
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.”
Bruce digs into the changing life and career of the Carson Group founder with InvestmentNews US editor Emile Hallez.