After the weekend announcement of Biden's victory, Jeff and Bruce talk with IN's D.C. correspondent, Mark Schoeff, about what advisers can expect from the incoming administration in terms of department heads, regulations, ESG and of course, taxes.
:30 - Initial reaction
2:30 - The Biden administration's outlook for the SEC
5:30 - How much does the SEC head matter for investment advisors?
10:40 - Impact on ESG investing
15:30 - Where do taxes go?
17:00 - Biden administration top priorities that might affect the financial services industry
Don't miss this expert breakdown of donor giving trends and what's coming in 2025!
Bruce is joined this week by InvestmentNews colleague James Burton to discuss the acquisition that rocked the advisor world. What does this epic coming together mean for both firms?
Take your advisory practice to the next level with insights on tax-smart charitable giving strategies.
As alternative investment products flood the market, Bruce discusses the state of play with Neil Menard, president of distribution at StepStone Private Wealth, a man with deep experience in this field.
