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Episode | Date |
---|---|
The Democratization of Alternative Investments
|
Apr 26, 2024 |
Episode 166: Women in Alts: Empowering Change and Advancement
|
Mar 15, 2024 |
Episode 165: Navigating the top trends for asset allocation in 2024
|
Jan 19, 2024 |
Episode 164: Why all the interest in interest rates?
|
Dec 19, 2023 |
Episode 163: How do you think when you think about money?
|
Nov 30, 2023 |
Episode 162: Strategies for Wealth Management Leaders to Enhance Value and Stand Out
|
Nov 10, 2023 |
Episode 161: Noise pollution, the investment process, and bond ETFs.
|
Oct 31, 2023 |
Episode 160: Wealth Festivals and RIA Custody
|
Sep 26, 2023 |
Episode 159: Peter Mallouk, Creative Planning and Goldman Sachs
|
Sep 08, 2023 |
Episode 158: Goldman Sachs, financial advisors and anxiety
|
Sep 08, 2023 |
Episode 157: Who wants to put on goggles to do financial planning?
|
Sep 08, 2023 |
Episode 1: Financial services gets a failing grade for diversity.
|
Aug 23, 2023 |
Episode 2: Jay Clayton’s legacy as chairman of the SEC.
|
Aug 23, 2023 |
Episode 3: The new reality of Reg BI & why brokers and advisers will continue to butt heads.
|
Aug 23, 2023 |
4:PPP loans continue to haunt the wealth management industry, Bruce and Jeff explain why, plus more.
|
Aug 23, 2023 |
Episode 5: A closer look at Joe Biden’s tax plan and the potential for a financial transaction tax.
|
Aug 23, 2023 |
Episode 6: Schwab-TD mega merger w/ special guest Dani Fava
|
Aug 23, 2023 |
Episode 7: Will ESG be allowed in 401(k) plans? Special Guest Mark Schoeff weighs in
|
Aug 23, 2023 |
Episode 8: The big juicy pork chop
|
Aug 23, 2023 |
Episode 9: Sell baby sell! Merrill Lynch pulls the reins in on trainee program
|
Aug 23, 2023 |
Episode 10: Mixing politics and financial advice is a dangerous cocktail
|
Aug 23, 2023 |
Episode 11: The weather and political temperature in Washington are hot
|
Aug 23, 2023 |
Episode 12: Social Security with Mary Beth Franklin
|
Aug 23, 2023 |
Episode 13: The NFL and Financial Advisers
|
Aug 23, 2023 |
Episode 14: ‘You’re fooling yourself.’ Burton Malkiel takes on ESG investing
|
Aug 23, 2023 |
Episode 15: The future of financial planning
|
Aug 23, 2023 |
Episode 16: Schwab closes $22 billion acquisition of TD Ameritrade. Nicole Casperson breaks it down
|
Aug 23, 2023 |
Ep 17: Mary Beth Franklin on the Social Security trust fund crisis and Wells Fargo lays off advisers
|
Aug 23, 2023 |
Episode 18: ‘I’m getting lit up on TikTok!’ A candid conversation with Josh Brown
|
Aug 23, 2023 |
Episode 19: Would a Democratic election impact financial regulations?
|
Aug 23, 2023 |
Doubleheader: Nicole Casperson on free robo-platforms and Todd Rosenbluth on semitransparent ETFs
|
Aug 23, 2023 |
2020 presidential election: Financial services will be looking to play defense under Biden
|
Aug 23, 2023 |
Episode 22: A call for pro bono in financial services
|
Aug 23, 2023 |
Episode 23: On a tear! CI Financial scoops up U.S. RIAs at breathtaking pace
|
Aug 23, 2023 |
Episode 24: How will global markets react to U.S. election? Jeffrey Kleintop on this and more
|
Aug 23, 2023 |
Episode 25: RPA Special Edition Part 1 – The Hot RPA M&A market
|
Aug 23, 2023 |
Episode 26: Portfolio makeovers with Morningstar’s Christine Benz
|
Aug 23, 2023 |
Episode 27: “FPA must become more relevant to financial planners at every stage of their careers.”
|
Aug 23, 2023 |
Episode 28: RPA Special Edition Part 2 – Introducing the Chief Governance Officer role
|
Aug 23, 2023 |
Episode 29: “A lot of dialogue is going to turn into action.” A 2020 review and look ahead
|
Aug 23, 2023 |
Episode 30: Mark Bruno on the big picture of M&A in the RIA space
|
Aug 18, 2023 |
Episode 31: Bob Doll’s 2021 Prediction Special
|
Aug 18, 2023 |
Episode 32: IBDs and cybersecurity in the wake of SolarWinds
|
Aug 18, 2023 |
Episode 33: A new day in Washington, but what does that mean for financial services?
|
Aug 18, 2023 |
Episode 34: ‘How is this ultimately going to end? Poorly.’ A look at the GameStop roller coaster
|
Aug 18, 2023 |
Episode 35: ‘Moneymaking and money losing.’ Amid fallout from Robinhood, GameStop & Reddit
|
Aug 18, 2023 |
Episode 36: Rick Ferri on adviser fees, Jason Kane on class-action lawsuit against GPB Capital
|
Aug 18, 2023 |
Episode 37: Ariel Alternatives seeks to close the racial wealth gap, plus a dive into HSAs
|
Aug 18, 2023 |
Episode 38: On Bitcoin and the Wells Fargo Asset Management sale
|
Aug 18, 2023 |
Episode 39: Getting serious about cannabis investing & RIA roll-ups
|
Aug 18, 2023 |
Episode 40: 40 years in the making: The final SEC rule on adviser marketing
|
Aug 18, 2023 |
Episode 41: ‘ESG investing is just investing.’ Erika Karp’s straight talk on ESG & SPACs.
|
Aug 18, 2023 |
Episode 42: Susan Antilla on her long crusade to rid Wall Street of sexual harassment.
|
Aug 18, 2023 |
Episode 43: Benefits of equal-weight index funds&Financial Gym puts a new spin on financial planning
|
Aug 18, 2023 |
Episode 44: Pooled employer plans
|
Aug 18, 2023 |
Episode 45: Risky business! Impacts of rogue brokers on firms and Amy Domini talks ESG
|
Aug 18, 2023 |
Episode 46: Annual IBD Report Card and an Earth Day check-in on ESG
|
Aug 18, 2023 |
Episode 47: Advisers cautious on crypto; FPA externships 1 year later
|
Aug 18, 2023 |
Episode 48: Death and taxes. Biden’s bold plans and impact on taxes
|
Aug 18, 2023 |
Episode 49: The autistic adviser: Andrew Komarow and his niche firm plan for those on the spectrum
|
Aug 18, 2023 |
Episode 50: Liz Ann Sonders and Shundrawn Thomas give midyear outlooks
|
Aug 18, 2023 |
Episode 51: Bob Doll’s big move and a look at Finra and the SEC
|
Aug 18, 2023 |
Episode 52: Going long with Michael Kitces and Ben Harrison
|
Aug 18, 2023 |
Episode 53: Bruce wins a Neal award! Mindy Diamond talks adviser movement, compensation & diversity
|
Aug 18, 2023 |
Episode 54: Inside Dave Ramsey’s shop&Sonya Dreizler on how industry conferences can help diversity
|
Aug 18, 2023 |
Episode 55: Ric Edelman’s next move aims to bring advisers into digital assets
|
Aug 18, 2023 |
Episode 56: Kara Murphy’s new Kestra role and Blair DuQuesnay on Britney Spears
|
Aug 18, 2023 |
Episode 57: ‘Why aren’t there more women RIAs?’ Carson Group’s research into women in the RIA space
|
Aug 18, 2023 |
Episode 58: RIA valuations and ‘stuck-flation’
|
Aug 18, 2023 |
Episode 59: Robinhood IPO and the end of ESG’s sparkling performance?
|
Aug 18, 2023 |
Episode 60: Transitioning from the 60/40 mindset and an adviser for progressives
|
Aug 18, 2023 |
Episode 61: The purpose of CHIP and fallout from the NCAA ruling on student athlete pay
|
Aug 18, 2023 |
Episode 62: ESG and direct indexing bolstering each other and the RIAs that took PPP
|
Aug 18, 2023 |
Episode 63: Is the S&P overvalued? Look to history
|
Aug 18, 2023 |
Episode 64: Morningstar’s in-person conference should rate highlY & the American Century conspiracy
|
Aug 18, 2023 |
Episode 65: Jamie Hopkins on Biden tax plan plus more
|
Aug 18, 2023 |
Episode 66: 60/40 is gone, 70/30 is in, and alternatives are too
|
Aug 18, 2023 |
Episode 67: Karen Barr from the Investment Adviser Association and what’s new in account aggregation
|
Aug 18, 2023 |
Episode 68: Target-date funds — why the sudden hate?
|
Aug 18, 2023 |
Episode 69: Will the phrase ‘ESG’ exist in 5 years?
|
Aug 18, 2023 |
Episode 70: The Bitcoin ETF is here … sort of
|
Aug 18, 2023 |
Episode 71: Nineteen months in, Covid-19 and the financial advice industry
|
Aug 18, 2023 |
Episode 72: Wirehouses nudging into the RIA space and what to expect for capital gains in 2021
|
Aug 18, 2023 |
Episode 73: Securities arbitration and RIAs
|
Aug 18, 2023 |
Episode 74: Knut Rostad puts fiduciary advice up against best-interest standards
|
Aug 18, 2023 |
Episode 75: Ed Slott’s year-end tax strategies & the M&A train keeps on rolling
|
Aug 18, 2023 |
Episode 76: Deals and no deals
|
Aug 18, 2023 |
Episode 77: Anti-woke ETFs
|
Aug 18, 2023 |
Episode 78: What does 2022 have in store?
|
Aug 18, 2023 |
Episode 79: New-school communications: Adviser marketing with Megan Carpenter
|
Aug 18, 2023 |
Episode 80: The work-from-home dilemma and the lack of diversity in conference agendas
|
Aug 18, 2023 |
Episode 81: Are our industry’s diversity programs working?
|
Aug 18, 2023 |
Episode 82: Navigating volatile markets with Blair duQuesnay
|
Aug 18, 2023 |
Episode 83: Do we need an honest-to-goodness pullback?
|
Aug 18, 2023 |
Episode 84: Not your garden-variety private equity
|
Aug 18, 2023 |
Episode 85: Is Finra’s arbitrator selection system rigged?
|
Aug 18, 2023 |
Episode 86: Retirement income in the age of war, inflation and low rates
|
Aug 18, 2023 |
Episode 87: The Russian bear and Tyrone Ross on the move
|
Aug 18, 2023 |
Episode 88: The Lipper Awards reflect the new normal
|
Aug 18, 2023 |
Episode 89: Voice of reason on Modern Monetary Theory
|
Aug 18, 2023 |
Episode 90: What to make of the SEC’s 510-page climate proposal
|
Aug 18, 2023 |
Episode 91: Tackling the billion-dollar tax questions
|
Aug 18, 2023 |
Episode 92: Talking Ronsense, Burt White, and more with Ron Carson
|
Aug 18, 2023 |
Episode 93: Knut Rostad clarifies the SEC’s revisions to Form CRS
|
Aug 18, 2023 |
Episode 94: Discussing the Schwab-TD Ameritrade merger with Tom Bradley
|
Aug 18, 2023 |
Episode 95: Talking cannabis rules and regulations
|
Aug 18, 2023 |
Episode 96: Behind the scenes at T3 with Ryan Neal
|
Aug 18, 2023 |
Episode 97: Crypto and its place in 401(k) plans
|
Aug 18, 2023 |
Episode 98.1: T3 special edition: Charles Schwab’s Andrew Salesky
|
Aug 18, 2023 |
Episode 98.2: T3 special edition: Franklin Templeton CEO Jenny Johnson
|
Aug 18, 2023 |
Episode 98.3: T3 special edition: Envestnet’s Dani Fava
|
Aug 18, 2023 |
Episode 98.4: T3 special edition: SEI’s Jeff Benfield on using tech to drive personalization
|
Aug 18, 2023 |
Episode 98.5: T3 special edition: Joel Bruckenstein, president of T3
|
Aug 18, 2023 |
Episode 99: Lance Dial weighs in on the SEC’s proposed ESG regulations
|
Aug 17, 2023 |
Episode 100: Merrill Lynch’s Andy Sieg discusses the recent shift in wealth management
|
Aug 17, 2023 |
Episode 101: Hester Peirce provides insight from inside the SEC
|
Aug 17, 2023 |
Episode 102: The SEC’s lawsuit against Western International Securities
|
Aug 17, 2023 |
Episode 103: Record flows into alternative funds
|
Aug 17, 2023 |
Episode 104: What does David Canter’s exit mean for Fidelity?
|
Aug 17, 2023 |
Episode 105: What Schwab’s latest benchmarking study reveals about RIAs
|
Aug 17, 2023 |
Episode 106: Full-court press to get FPA to explain its push on the financial planner title
|
Aug 17, 2023 |
Episode 107: The uphill journey to Steward Partners Global Advisory’s continued success
|
Aug 17, 2023 |
Episode 108: Exploring single-stock ETFs with Nate Geraci
|
Aug 17, 2023 |
Episode 109: Vivek Ramaswamy on Strive Asset Management’s road to success
|
Aug 17, 2023 |
Episode 110: The anti-woke response to ESG
|
Aug 17, 2023 |
Episode 111: Fintech deals and conferences to keep on your radar this fall
|
Aug 17, 2023 |
Episode 112: Celebrating Fiduciary September with Knut Rostad
|
Aug 17, 2023 |
Episode 114: Advice-only financial planning is in demand
|
Aug 17, 2023 |
Episode 115: All things capital markets with T. Rowe Price’s Tim Murray
|
Aug 17, 2023 |
Episode 116: Shundrawn Thomas speaks out about his departure from Northern Trust
|
Aug 17, 2023 |
Episode 117: The growth mindset: A cult or the key to evolving your advisory practice?
|
Aug 17, 2023 |
Episode 118: Are I bonds a fad or a worthy investment?
|
Aug 17, 2023 |
Episode 119: Rich Steinmeier sheds light on LPL’s latest acquisition and the path ahead
|
Aug 17, 2023 |
Episode 120: A guide for the breakaway RIA
|
Aug 17, 2023 |
Episode 121: Why DEI is the future of finance, and what you can do about it
|
Aug 17, 2023 |
Episode 122: Lorenzo Esparza talks about how Manhattan West works with alternative investments
|
Aug 17, 2023 |
Episode 123: Gary Zimmerman talks MaxMyInterest and why he believes we need a recession
|
Aug 17, 2023 |
Episode 124: Toussaint Bailey’s mission to uplift capital
|
Aug 17, 2023 |
Episode 125: The sky isn’t falling on nontraded REITS
|
Aug 17, 2023 |
Episode 126: It’s 2023, and we’re talking about fees
|
Aug 17, 2023 |
Episode 127: A deep dive into uncompensated versus compensated risk
|
Aug 17, 2023 |
Episode 128: An interview with industry icon Mark Tibergien
|
Aug 17, 2023 |
Episode 129: Breaking down Betterment
|
Aug 17, 2023 |
Episode 130: Is going full equity in portfolios being fiduciarily responsible?
|
Aug 17, 2023 |
Episode 131: Alternatives as an all-season investment
|
Aug 17, 2023 |
Episode 132: ESG investing, Twitter showdowns and the politics involved
|
Aug 17, 2023 |
Episode 133: The ins and outs of Goldman Sachs’ custody operation
|
Aug 17, 2023 |
Episode 134: Michael Tiedemann identifies keys to RIA success
|
Aug 17, 2023 |
Episode 135: NightShares takes on the markets while they’re closed
|
Aug 17, 2023 |
Episode 136: Video is the future for marketing advisory services
|
Aug 17, 2023 |
Episode 137: Is this the start of a full-throttle banking crisis?
|
Aug 17, 2023 |
Episode 138: Special episode from T3 with Alison Dooher of Charles Schwab
|
Aug 17, 2023 |
Episode 139: Special episode from T3 with Aaron Klein of Riskalyze
|
Aug 17, 2023 |
Episode 140: Special episode from T3 with Joel Bruckenstein
|
Aug 17, 2023 |
Episode 141: Special episode from T3 with Nimesh Patel of Carson Group
|
Aug 17, 2023 |
Episode 142: Special episode from T3 with Rose Palazzo of Envestnet
|
Aug 17, 2023 |
Episode 143: The great success of a woman-led RIA
|
Aug 17, 2023 |
Episode 144: Relationships and timing are key to Pershing’s continued success
|
Aug 17, 2023 |
Episode 145: Mary Beth Franklin talks about the insecurities of Social Security
|
Aug 17, 2023 |
Episode 146: Niche advisory practice has unusual focus
|
Aug 17, 2023 |
Episode 147: South Dakota bank shows how to build custom banking business
|
Aug 17, 2023 |
Episode 148: Evaluating advisory fees with Matt Matrisian of AssetMark
|
Aug 17, 2023 |
Episode 149: A recruiter’s view of First Republic and JPMorgan
|
Aug 17, 2023 |
Episode 150: Bud Light and ESG
|
Aug 17, 2023 |
Episode 151: How to factor financial wellness into your advisory services
|
Aug 17, 2023 |
Episode 152: The current state of wealth management
|
Aug 17, 2023 |
Episode 153: Michael Kitces explains how to use AI to improve your advisory business
|
Aug 17, 2023 |
Episode 154: Dave Ramsey and the multiple lawsuits he’s facing
|
Aug 17, 2023 |