Dick Darian
It’s hardly news to note the red-hot M&A market in the 401(k)-advisory space, but Dick Darian tells us why it’s happening, how long it will continue, and how advisors can capitalize. We’re not talking...
25 Okt 202114min
Christine Benz
Creative Planning’s Peter Mallouk, one of the largest RIAs in the country, caused a minor controversy last week with his criticism of target-date funds, calling them a “terrible choice for most people...
11 Okt 202119min
Gerard Baker
We’re joined by Gerard Baker, Editor-at-Large of The Wall Street Journal and author of the weekly “Free Expression” column. Baker previously served as Editor-in-Chief of The Wall Street Journal and Do...
27 Sep 202113min
Chad Johansen
Chad Johansen is a Partner and Director of Consulting with California-based Plan Design Consultants, and he’s also its resident 401k nerd. And thank God for that, because without him, the firm’s weekl...
13 Sep 202111min
Anthony Scaramucci
We had a controversial question about bitcoin in 401(k)s, so of course, we went to Anthony Scaramucci, the investment manager and political heavyweight who the New York Post called one of the city’s t...
6 Sep 202111min
Teresa Ghilarducci
Teresa Ghilarducci once called the 401k an immature, underdeveloped child that needs help over a mudpuddle to the curve when crossing a street. While we disagree, we love the imagery. A labor economis...
23 Aug 202116min
Marcia Wagner
Few, if any, know ERISA better than Marcia Wagner. The high-profile attorney is the go-to person to explain complex regulatory guidance to the layperson, one reason the law firm she founded is so succ...
9 Aug 202110min
Ross Marino
We just have to ask if anyone knows if Ross Marino has time to sleep. Advisor2X, the firm he founded in 2010, has held over a thousand events in 50 cities, all focused on advisory practice growth. The...
19 Juli 202114min
