Stemming from his cover story, Bruce Kelly invites Nick Harness on the pod to discuss the recent SolarWinds security breach and cyber security for IBDs. Jeff Benjamin and Bruce also discuss political campaign donations being cutoff in the wake of the Capitol insurrection.

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.

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

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, to 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.

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

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.

Jeff Benjamin gets a makeover! For his portfolio that is. Christine Benz of Morningstar hosts an annual portfolio makeover and this year Jeff took part to learn about it, and act as a guinea pig. Hear his lessons learned. Jeff and Bruce Kelly also host their colleague, Stephen Lamb, to go behind the scenes of the 2020 ESG Film Festival, which took place virtually on Dec 3rd.

It seems as if overnight the retirement plan adviser mergers and acquisition market exploded, fueled in part by a flood of private equity money. Why is it happening now, what are the valuations and why are they so high? Get insightful commentary and direction on the hot RPA M&A market from Fred Barstein and Dick Darian, two of the industry’s foremost experts, and learn whether it’s time to test the waters.

Schwab's chief global investment strategist Jeffrey Kleintop joins Jeff Benjamin and Bruce Kelly to chat about the global markets and how they'll react to the U.S. elections, the ongoing pandemic and Black Friday. Liz Skinner also joins to share the winners of the 2020 Women to Watch Awards.

Kurt MacAlpine, CEO of Canada's CI Financial, joins Jeff Benjamin and Bruce Kelly to talk about his company's buying spree. CI Financial has struck 12 deals so far this year, purchasing U.S. RIAs large and small. They chat about Kurt's mandate as the new CEO, CI's strategy, and the RIA market in North America.