Hosts Jeff Benjamin and Bruce Kelly are joined by fellow InvestmentNews reporter Emile Hallez to dig deep into how living longer and getting a better sense of longevity in general is changing financial planning. This episode also looks at examples of prejudice across the financial services industry
0:00-19:00 - Interview with Emile Hallez
1:00 - Talking and testing longevity
3:15 - Effect on financial planning industry
6:00 - When does this become a factor?
8:45 - Life expectancy meaning
11:15 - Silver lining to the pandemic?
14:45 - Effect on Annuities
19:00 - 31:00 - Discussion on racism in the financial services industry
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.”
