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.
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.
