Sean Allocca and Nicole Casperson look at the reasons many advisers are cautious when it comes to digital assets and the disconnect between client interest and adviser willingness. Hannah Moore joins Jeff and Bruce as well to give a one-year update on the FPA's resoundingly successful externship program implemented in response to the outbreak of the Covid-19 pandemic.

D.C. expert and policy wonk Mark Schoeff Jr. joins Bruce and Jeff to discuss the details of Biden’s three big initiatives so far, The American Rescue, Jobs, and Families plans. The trio debate the merits of spending trillions to help Americans, and the tax ramifications. Nico Marais, CEO of Wells Fargo Asset Management, also joins to share his vision for the firm as it embarks in a new direction post-purchase by private equity.

Andrew Komarow, financial planner, owner of Planning Across the Spectrum and autistic himself, joins the pod to share his story and talk about the importance of financial planning for families with neurodivergent members. Kevin Keller, CEO of the CFP Board, joins to talk about the board’s plans and the proliferation of sometimes questionable designations.

To celebrate 50 episodes, Liz Ann Sonders from Schwab and Shundrawn Thomas from Northern Trust join Jeff to discuss their outlooks for the second half of the year. Equity outlooks, thoughts on inflation, crypto, sustainable investing and diversity in the industry are all addressed.

Newly minted CIO Bob Doll of Crossmark joins to discuss his move. Jeff and Bruce do an informal report card on Bob’s 2021 predictions with him. Susan Schroeder of WilmerHale, the former head of enforcement at Finra, chats about her memories of interesting enforcement actions at Finra and the Finra/SEC relationship.

A wide-ranging conversation with Michael Kitces covering niche practices, fees, brands and RIA valuations. Ben Harrison joins Jeff and Bruce to chat about the goings-on at Pershing, the INSITE conference and custody issues.

George Moriarty, our chief content officer, makes his inaugural visit to the podcast to chat about Bruce’s amazing Neal award. Mindy Diamond starts off the episode with a conversation about adviser movement, the wirehouses, compensation and why there aren’t more female RIAs.

A conversation with Bob Smietana of the Religion News Service looks at how born-again-Christian and radio host Dave Ramsey fits into finance and religion. Sonya Dreizler joins Jeff and Bruce to chat about some of the challenges women face in the financial advice industry and how industry conferences can help.

Financial planning icon Ric Edelman, who created Edelman Financial Services in 1987 and merged it with Financial Engines in 2018 to create the mammoth Edelman Financial Engines, joins the podcast to share his plans now that he’s stepped down from daily duties at his namesake firm. Bruce and Jeff ask him about his efforts to help the financial services industry understand and embrace digital innovations like blockchain, Bitcoin and more.

Kara Murphy, formerly of United Capital and then Goldman Sachs, recently became the first chief investment officer of Kestra Holdings, which has about $33 billion in assets under management. She joined the podcast to share her plans for the new division she will lead, Kestra Investment Management, which will work the firm’s 2,400 advisers on investment selection and advice. Blair DuQuesnay of Ritholtz Wealth Management joined Jeff Benjamin and co-host for this episode Nicole Casperson to discuss takeaways from Britney Spears’ public plea to end her 13-year conservatorship.