Why we think the introduction of Regulation Best Interest is not the end of the debate over how brokers and advisers are regulated. Our hosts also look at new data from TD Ameritrade about what is driving brokers toward the independent channel, what you can find in a company’s focus report, the true cost of free trading, and the love-hate relationship with public relations practitioners.
This week Jeff and Bruce tackle what the freshly minted Reg BI rule means for the wealth management industry and whether consumers even know the difference. The candid conversation between IN’s two senior columnists also looks at the contradiction of brokers supposedly having more relaxed fiduciary rules but still racing toward the independent channel. And don’t miss the open notebook segment where you’ll learn how journalists and public relations professionals coexist in a less than perfect relationship.
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.