The InvestmentNews Podcast

Episode Notes Jeff takes the pod solo this week to talk to Lindsey Swanson, who founded and runs a niche advisory practice, Stripper Financial Planning. Lindsey takes us through how she identified her niche working with sex workers, and how she used tools like SEO and her desire to serve an underserved demographic to help define and grow her business. Guest Bio: Lindsey Swanson CFP® has worked in...

Episode Notes Bruce and Jeff are joined by Adam Cox, executive vice president and chief wealth management officer at First National Bank in Sioux Falls, South Dakota. In addition to running his own award-winning podcast, ‘Common Sense on the Prairie,’ Adam walks us through how he’s led the growth and hybrid development of First National Bank to provide a variety of banking and RIA services to its...

Episode Notes Jeff takes the pod solo this week to talk to Matt Matrisian, chief channel officer at AssetMark. They evaluate the current structure of fees and look at how advisors can use benchmarking to optimize their fee-based practice. They also consider how advisors can approach raising their fees. Guest Bio: Matt Matrisian serves as the senior vice president and chief channel officer for Asse...

Episode Notes Bruce and Jeff talk to Louis Diamond, president of Diamond Consultants, about First Republic Bank, JPMorgan’s role as its acquirer, and what the road ahead may look like for the First Republic brokers and clients. They also discuss the road paved by Louis’ mother, Mindy Diamond, who started Diamond Consultants at a time when a woman leader in the industry wasn’t common. As one of the...

Episode Notes Bruce and Jeff are joined by InvestmentNews ESG editor Emile Hallez to talk about the backlash he received in response to his recent column, ‘The Bud Light case for ESG.’ They discuss how ESG is defined and how it applies to Anheuser-Busch hiring a transgender influencer to promote its brand. Guest Bio: Emile Hallez is ESG editor at InvestmentNews. Previously he was U.S. news editor...

Episode Notes Bruce and Jeff speak to Emily Koochel, manager of financial wellness at eMoney Advisor. Emily stresses the importance of financial wellness through the exploration of financial psychology and helps us understand the difference between financial psychology and behavioral finance. Guest Bio: Dr. Emily Koochel is an experienced financial professional, academic, and researcher. She curre...

Episode Notes Bruce takes the pod solo as he speaks to Peter Nesvold of Republic Capital Group, an investment banker, teacher and author. Peter talks about recent deals Republic Capital has been involved in, the current premium on getting into the wealth management business, and his overall sense of the marketplace now. Guest Bio: Peter Nesvold, a lawyer, CFA and CPA by background, is a multi-disc...

Episode Summary Bruce and Jeff speak with forward thinker Michael Kitces, chief financial planning nerd at kitces.com. With ChatGPT pushing artificial intelligence into the mainstream, Michael walks us through how AI… Episode Notes Bruce and Jeff speak with forward thinker Michael Kitces, chief financial planning nerd at kitces.com. With ChatGPT pushing artificial intelligence into the mainstream,...

Episode Notes Bruce and Jeff speak with Bob Smietana, national reporter at Religion News Service, about Christian radio host Dave Ramsey and the multiple lawsuits he’s facing. They work through the question of how legally responsible Dave Ramsey is in these suits as someone considered a “financial guru.” Guest Bio: Bob Smietana is a national reporter at Religion News Service with more than two dec...