Jeff Benjamin and Bruce Kelly discuss whether financial regulations will be affected if Democrats win the 2020 election. This week’s episode also includes a conversation with Michelle Fuller, head of ETF distribution at John Hancock Investment Management. And we wrap it up with an Open Notebook segment on Schwab christening its 30th annual Impact conference in virtual fashion.
Potential impact of a "blue wave" on advisers -- 1:00-6:20
Interview with Michelle Fuller -- 6:20-30:45
Charles Schwab Impact conference -- 30:45-37:00
This episode is sponsored by John Hancock Investment Management
We serve investors globally through a unique multimanager approach: We search the world to find proven portfolio teams with specialized expertise in those strategies, then we apply robust investment oversight to ensure they continue to meet our uncompromised standards and serve the best interests of our shareholders.
Cover Story on impact of election on regulation https://www.investmentnews.com/election-impact-reg-bi-198850
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.”
