Episódios

  • Episode 179: What does the election result mean for wealth professionals?

    Episode 179: What does the election result mean for wealth professionals?
    Nov 19 2024
    Host Bruce Kelly settles in for a post-election chat with new InvestmentNews managing editor Emile Hallez. On the agenda this week is Social Security, M&A valuations, and President-Elect Donald Trump's cabinet picks.
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    31 minutos
  • Episode 178: What’s happening at Osaic?

    Episode 178: What’s happening at Osaic?
    Oct 30 2024
    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.
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    26 minutos
  • Episode 177: The story of the year? We attempt to unpick LPL’s firing of Dan Arnold

    Episode 177: The story of the year? We attempt to unpick LPL’s firing of Dan Arnold
    Oct 11 2024
    It was definitely the story of the week, month, and probably year. Dan Arnold, regarded as an extremely successful data-driven CEO of LPL, was fired for comments that breached the firm’s code of conduct. Bruce Kelly, InvestmentNews senior columnist, is joined by managing editor James Burton to discuss the ramifications, what it means for LPL, and why the story is likely far from over.
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    27 minutos
  • Episode 176: Are RIAs moving away from traditional advisor fees?

    Episode 176: Are RIAs moving away from traditional advisor fees?
    Sep 24 2024
    Bruce Kelly, from InvestmentNews, calls up Vance Barse, founder and wealth strategist at Your Dedicated Fiduciary, for an insightful chat about fee models and where Barse thinks the industry is heading. They also talk about Barse’s career path and the executives that have had the biggest influence on him.
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    23 minutos
  • Episode 175: Ron Carson’s journey from salesman to shamen

    Episode 175: Ron Carson’s journey from salesman to shamen
    Sep 12 2024
    Ron Carson has long been regarded as one of the top financial advisors in the country but after stepping down as CEO, details have emerged about a new life path. From his new nickname “Omani”, to hosting festivals at his Omaha “healing center”, and talking about his use of psychedelics, it’s a world away from RIAs and portfolios.
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    27 minutos
  • Episode 174: Top advisor recruitment firm is a family affair

    Episode 174: Top advisor recruitment firm is a family affair
    Aug 28 2024
    Bruce Kelly, of InvestmentNews, chats with Jodie Papike, CEO of advisor recruiting firm Cross-Search, about following in the footsteps of her father Larry and being a second-generation recruiter. They also discuss the difficult topic of what it was really like rising to a senior level in a male-dominated industry, and how advisors are navigating the flood of private equity cash.
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    21 minutos
  • Episode 173: From Moby Dick to Raymond James leadership

    Episode 173: From Moby Dick to Raymond James leadership
    Aug 21 2024
    Tash Elwyn, president and CEO of Raymond James & Associates, took time out from his busy day to chat to InvestmentNews’ Bruce Kelly. The duo kick off the pod with a lighthearted chat about the origins of Tash’s unusual name before diving into a number of topics, including his new role following a leadership reshuffle, the success of the company’s annual employee event, and where Tash believes the industry is heading.
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    23 minutos
  • Episode 172: Private Credit and CLO Investing

    Episode 172: Private Credit and CLO Investing
    Aug 1 2024
    Private credit has surged in popularity as an attractive investment alternative, especially in today's fluctuating financial landscape. As traditional banking systems face increasing scrutiny and regulatory constraints, private credit offers a promising avenue with potentially higher yields and reduced risk profiles. Understanding this investment option is crucial for anyone looking to diversify their portfolio and capitalize on the current economic environment. With interest rates climbing and traditional equity markets showing signs of volatility, private credit stands out as a compelling choice for savvy investors. In this episode, Shiloh Bates, Chief Investment Officer at Flat Rock Global, delves deep into the intricacies of private credit. Whether you're an experienced investor or just starting to explore new financial opportunities, this podcast will equip you with essential insights and practical knowledge. Shiloh brings over two decades of investment experience, providing a unique perspective on the current trends and future prospects of private credit. Listen to this podcast to: • Learn what these terms mean and why they matter in the context of private credit. • Discover why private credit is currently a favored investment, including its potential for high yields and security. • Get insights into how Federal Reserve rate hikes impact private credit investments and why this creates opportunities. • Understand the risks associated with private credit and how investments are structured to mitigate these risks. • Gain foresight into the potential growth and sustainability of private credit as an investment class. Dive into the world of private credit and discover how it can revolutionize your investment portfolio. Listen now and take the first step towards smarter investing!
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    14 minutos