Bruce Kelly, senior columnist at InvestmentNews, hosts another top pod in which he is joined by managing editor James Burton to chat about the biggest stories impacting the industry. In this episode, the pair address the state of play at Osaic, talk through its history and Bruce’s latest story on the firm, and wonder out loud how the potential of job cuts might affect advisors.
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 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.
