The markets have been on a wild ride so far this year, and investors are keeping a close eye on their portfolios. Blair deQuesnay of Ritholtz Wealth Management joins Jeff and Bruce to chat about how advisers can keep clients calm during the storm and her take on the current markets. They touch on crypto as well, and Jeff and Bruce discuss the Merrill adviser fired for a racist tirade in a smoothie shop.

Dr. Karen Altfest, executive vice president of Altfest Personal Wealth Management, discusses the history of women in financial services and whether there has been meaningful progress. She, Jeff, and Bruce look back at her extensive career to gain perspective on where things have improved for women, and where they still fall short. They also go into the importance of involving women clients in the family's finances, and the often surprising results of doing so. Jeff and Bruce then quickly touch base on the breaking news that Dynasty Financial filed for an IPO.

As the InvestmentNews Podcast reaches its 80th episode, Bruce and Jeff tackle big industry issues with Brian Hart from KPMG, including when and how employees are expected to return to the office, and talk to Sonya Dreizler of hellochoir.com, a trailblazer in the effort to set new industry standards for diversity at big conferences.

Jeff and Bruce talk options for marketing, niche advisory and being authentic with the CEO and co-founder of FiComm Partners, Megan Carpenter.

Jeff and Bruce speak with Jeffrey Sherman, deputy CEO at DoubleLine Capital, about inflation, bonds, ETFs and ESG. Then the dynamic duo debates the 2022 outlook with Mark Schoeff Jr.

Jeff gets the breakdown on anti-woke ETFs from Bloomberg's senior ETF analyst, Eric Balchunas. Together they dive deep into what these funds entail, which companies are investing and ponder the question, is bringing politics into investing a good idea?

Bruce Kelly takes the reins of this week's pod so Jeff can take care of his last-minute Christmas shopping and fruitcake baking. InvestmentNews' Sean Allocca joins the podcast to chat with Bruce about some of the big acquisitions and hoped-for acquisitions in the wealth tech space. They go over Wealthfront as a possible buy target, and Apollo's purchase of Griffin.

This week’s episode kicks off with tax management guru Ed Slott giving advisers some solid year-end tax strategies to employ, regardless of where the Biden tax hikes end up.

For his second guest, Jeff talks with David DeVoe about the pace of record-setting consolidation in the wealth management space. How long can it last, and how much is your advisory firm worth?

Jeff takes Knut Rostad deep into the weeds and back in a discussion designed to untangle the endless regulatory wrangling over whether brokers or advisers have the better standard of practice. Do consumers even understand or care about so much inside baseball? Or is this whole debate just about attempts to leverage a marketing advantage?

Bruce first talks to the new head of the plaintiff’s bar association, Mike Edmiston, about RIAs and investor lawsuits, and then discusses financial advisers and the great resignation with IN’s own Emile Hallez.