The Russian bear and Tyrone Ross on the move

Episode 87

Episode Summary

Bruce and Jeff connect with Rob Isbitts of Sungarden Investment Publishing to get his opinion on how our current geopolitical unrest is affecting the markets. Later, Bruce and Jeff discuss Tyrone Ross' departure from Onramp Invest and his cryptic tweet from the Omaha airport.

Episode Notes

Rob Isbitts of Sungarden Investment Publishing discusses how the markets are being affected by geopolitical unrest, and he advises advisers on how to work with clients through the changes to the market triggered by Russia's invasion of Ukraine. Later in the episode, Bruce and Jeff discuss Tyrone Ross' departure from Onramp Invest and his cryptic tweet from the Omaha airport. 

Guest Bio:  

Rob Isbitts has spent the past 35 years as an investment strategist, former advisor, researcher, thought leader and journalist. He has devoted his career to helping investors make sense of chaotic markets, and growing a team of next-generation leaders to continue developing his intellectual property and investment approach.  In 2021, Rob and his team debuted Sungarden Investment Publishing, an investment publishing company that offers a differentiated investment research service at a compelling price point.

Recent episodes
  • Episode 179
  • Nov 19, 2024

What does the election result mean for wealth professionals?

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.

What does the election result mean for wealth professionals?
  • Episode 178
  • Oct 30, 2024

What’s happening at Osaic?

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.

What’s happening at Osaic?
  • Episode 177
  • Oct 11, 2024

The story of the year? We attempt to unpick LPL’s firing of Dan Arnold

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.

The story of the year? We attempt to unpick LPL’s firing of Dan Arnold
  • Episode 176
  • Sep 24, 2024

Are RIAs moving away from traditional advisor fees?

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.”

Are RIAs moving away from traditional advisor fees?