• Celebrating 100 Episodes: Lessons Learned from the Financial Advisory Frontlines.

  • Oct 22 2024
  • Length: 36 mins
  • Podcast

Celebrating 100 Episodes: Lessons Learned from the Financial Advisory Frontlines.

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  • Summary

  • In the 100th episode of the 9innings podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, celebrates this milestone by reflecting on the journey and engaging with notable guests. Josh Brown, CEO of Ritholtz Wealth Management, discusses the impact of AI and consolidation in the financial advisory industry. David Kinder delves into fiduciary standards and Regulation Best Interest (RBI) in the insurance sector, highlighting the industry's resistance to fiduciary obligations. Tyrone Ross Jr., CEO of Turnkey Labs, emphasizes the importance of understanding cryptocurrency in financial planning. Bethany Mclean talks about healthcare disparities and how Covid-19 exposed our healthcare system. This episode underscores themes of autonomy, ethical standards, and continuous education.

    Discussion with Josh Brown (00:01:01).

    Consolidation in the RIA Industry (00:04:41)

    The Fiduciary Myth with David Kinder (00:10:36).

    Tyrone Ross Jr. on Crypto (00:18:16)

    Impact of Wealth Disparity in Politics with Matt k Lewis (00:24:14)

    Healthcare Inequality Exposed by COVID-19 with bethany McLean (00:29:12)

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    Corrections: Editing by http://SwoleNerdProductions.com
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