Human Capital: FSI's Bellaire Sounds Off on DOL Withdrawal of Independent Contractor Rule
By Melanie Waddell Melanie WaddellFSI's David Bellaire talks about how the withdrawal of the rule is affecting advisory firms.
February 22, 2021
Human Capital: Skip Schweiss on Reshaping FPA's Value PropositionIn this episode, FPA President Skip Schweiss talks about how to boost the organization's membership.
December 04, 2020
Human Capital: Why Ed Slott Thinks Taxes Are Heading 'Through the Roof'In this episode, Slott talks about why 401(k)s and IRAs are likely targets for future tax hikes.
November 23, 2020
Excerpts from The Momentum Behind the RIA ModelThe Registered Investment Advisor (RIA) model continues to thrive forward – and now is the perfect time to join the momentum.
November 13, 2020
Human Capital: IAA's Karen Barr on SEC Rules Nearing the Finish LineIn this episode, we talk with the IAA president and CEO about changes to the SEC's custody rule and others that advisors should know about.
October 30, 2020
Human Capital — 'Secure 2.0': Why Now? With Ex-PBGC Chief Charles MillardIn this episode, Millard discusses the big new retirement bill and whether he thinks it'll pass in the lame-duck session.
October 16, 2020
Human Capital: Michael Kitces on Fiduciary Fight and Why He's 'Extremely Nervous' About Schwab DealIn this episode, the popular blogger discusses what's next in his battle against SEC Reg BI and why he's worried about the TD Ameritrade integration.
October 05, 2020
Human Capital: Ron Rhoades Unpacks Reg BI UnknownsIn this episode, the fiduciary advocate says he still has lots of questions on the SEC's best-interest rules.