The InvestmentNews Podcast

Bruce Kelly, from InvestmentNews, calls up Vance Barse, founder and wealth strategist at Your Dedicated Fiduciary, for an insightful chat about fee models and where Barse thinks the industry is heading. They also talk about Barse’s career path and the executives that have had the biggest influence on him.

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.

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.

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.

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!

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.

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?

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.

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.

Join BNY Mellon’s David Moss, Growth Ventures Partner, and Aaron Steinberg, Head of Prime Services Business Development and Capital Introductions, for the latest InvestmentNews podcast hosted by Senior Columnist and reporter, Bruce Kelly. In this episode, we dive into the expanding realm of alternative investments and explore why these assets are capturing the attention of both advisors and individual investors.

David and Aaron share their unique perspectives on the future of investing, discussing how new innovations are making alternative investments more accessible and manageable for the wealth management community. During this podcast, you will gain key insights into the macro-outlook for private markets, the importance of diversity and downside protection, as well as the challenges and strategies surrounding investing in alternatives.

Highlights include:

• The expansive growth opportunities for private markets and alternatives among advisors and individual investors

• Key factors impacting adoption – access, education, and experience – and how fund managers are addressing each in order to attract new investment

• Technological advancements and rapid innovation taking place to facilitate greater access and flexibility in private markets and alternatives

To learn more, press play and listen to the podcast.