Episódios

  • 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
  • Episode 171: Into the Ether... and beyond

    Episode 171: Into the Ether... and beyond
    Jul 30 2024
    With the launch of a number of new Ethereum ETFs and a surge in the price in Bitcoin, crypto is having a moment. Bruce Kelly, of InvestmentNews, sits down with Roxanna Islam, of TMX/VettaFi, to talk about the latest developments, the impact of the regulators and where this is all heading.
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    20 minutos
  • Episode 170: Nontraded REIT mid-year outlook

    Episode 170: Nontraded REIT mid-year outlook
    Jul 8 2024
    Investors and financial advisors are redeeming nontraded REITs, spooked by spooked by high interest rates and empty spaces in office buildings. Will the nontraded REIT industry bounce back in the next 12 months?
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    19 minutos
  • Episode 169: Deferred compensation cases and taking on the wirehouses

    Episode 169: Deferred compensation cases and taking on the wirehouses
    Jun 4 2024
    InvestmentNews' Bruce Kelly sits down with trial lawyer Tom Ajamie to discuss deferred compensation cases and how a major strategic rethink led him and his team to ERISA, which could significantly change wirehouse compensation packages.
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    28 minutos
  • Episode 168: Unveiling the Secrets of Advisor Success

    Episode 168: Unveiling the Secrets of Advisor Success
    May 10 2024
    In today’s financial landscape, staying ahead isn’t just an advantage, it’s essential. As demand for financial advice grows and advisors face the challenge of aging populations — along with many of their own retirement plans — understanding industry trends becomes paramount. Join InvestmentNews senior columnist, Bruce Kelly, as he chats with Jeremy Holly, Executive Vice President at LPL Financial, as they discuss the complexities of the M&A space, focusing on advisors’ evolving liquidity needs and strategies for creating transferable value. Tune in to hear all about: • Challenges posed by aging client base and the emerging trends in advisor’s retirement planning • Specific factors driving value in today's market • How to navigate the war for talent and cultivate the next generation of advisors • The secrets to creating transferable value • The latest trends shaping advisor priorities Don’t miss the opportunity to revolutionize your approach to your business. Your journey to advisor excellence starts here — join us and unlock the secrets to success. LPL Financial. Member FINRA/SIPC.
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    16 minutos