Patrick Mahoney, new CEO of the Financial Planning Association, joins Jeff and Bruce for a frank conversation about the challenges and opportunities ahead for the FPA, the future of financial planning, and his career path thus far.

Host Fred Barstein has an in-depth conversation with Mark Cover from MassMutual and John Carl from the Retirement Learning Center about their new idea for a Chief Governance Officer role. Would it add to the fiduciary load and does it provide revenue opportunities?

In this review of the troubling year behind us, InvestmentNews staffers join Jeff and Bruce to share personal stories of challenges overcome, lessons learned and what everyone is looking forward to next year. From becoming woke to hitting a black bear and learning the thrilling and scary news that one is expecting during a pandemic, our staff members open up about their unique trials and triumphs this year.

Mark Bruno joins Jeff and Bruce to kick off 2021 with a detailed look at mergers and acquisitions in the RIA space, including trends, outlooks, private equity and tips for sellers

Bob Doll’s annual predictions are a highlight during the turn from one year to the next. On this week’s episode, Bob joins Jeff and Bruce for a solid conversation breaking down not only his 2021 predictions, but his own story and his Nostradamus batting average.

After writing a cover story on cyberthreats, Bruce Kelly invites Nick Harness on the pod to discuss the recent SolarWinds security breach and cybersecurity for IBDs. Jeff Benjamin and Bruce also discuss political campaign donations being cut off in the wake of the Capitol insurrection.

D.C. correspondent Mark Schoeff Jr. joins Bruce and Jeff to look at the full impact of the Biden/Harris administration on the advisory business. What will change quickly, what won’t, and what happens to Reg BI? Then Emile Hallez shares insights from the RPA Convergence events.

Paul Schatz, founder of Heritage Capital, joins Jeff and Bruce to explain the nuances of the GameStop saga that has gripped the investing community and the United States at large. There are reasons beyond just a Reddit group for the wild action, and Paul goes through all of them. Robb Baldwin, CEO of TradePMR, tell his personal story of dealing with a challenging merger and how it relates to the service issues some advisers at experiencing with the Schwab/TD acquisition.

Tyler Gellasch from Healthy Markets joins Jeff and Bruce to discuss what the potential regulatory fallout will be from the recent social media-fueled trading frenzy. As Jeff says, the politicians have their meat hooks into it, so what comes next? Bruce Bond, a 2021 Innovator Award honoree, also joins to discuss his career in the ETF space.

Rick Ferri joins to discuss his latest call for a change in adviser fees. Is charging 1% of AUM fair to clients? Attorney Jason Kane discusses his firm’s class-action lawsuit against embattled GPB Capital. Will investors see their money again?