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.
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.
