Why all the interest in interest rates?

Episode 164

Bruce talks to Steve Sanders from Interactive Brokers about how some broker-dealers are 'in a bit of a pickle' because of how they invested client cash.

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?