Hosts Jeff Benjamin and Bruce Kelly are joined by fellow InvestmentNews reporter Nicole Casperson to discuss what the Schwab-TD megamerger means for the overlapping custodial platforms. Also on the docket, Morgan Stanley buys Eaton Vance, and a look at whether one financial adviser on the lam is a sign of things to come.
0:00-10:30 - Interview with Nicole Casperson
The importance of TD Ameritrade’s Veo Platform advisors, and how it fits into the integration (:40)
The other platforms and the data choices (5:30)
Effect on the small advisor (7:30)
Competitive shake-up and opportunity (9:30)
10:30-19:30 - Morgan Stanley buys Eaton Vance
Morgan Stanley’s shopping spree strategy, and The ESG angle, and the advisor impact
19:30-29:00 - Adviser on the lam
The developing story, the echoes of the financial crisis, and is this the start of a trend or a one-off?
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.”
