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Dick Darian
Season 1 Episode 37
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,…
4 years, 6 months ago
Christine Benz
Season 1 Episode 36
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 fun…
4 years, 6 months ago
Gerard Baker
Season 1 Episode 35
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…
4 years, 7 months ago
Chad Johansen
Season 1 Episode 34
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 …
4 years, 7 months ago
Anthony Scaramucci
Season 1 Episode 33
We had a controversial question about bitcoin in 401(k)s, so of course, we went to Anthony Scaramucci, the investment manager and political heavyweig…
4 years, 7 months ago
Teresa Ghilarducci
Season 1 Episode 32
Teresa Ghilarducci once called the 401k an immature, underdeveloped child that needs help over a mudpuddle to the curve when crossing a street. While…
4 years, 8 months ago
Marcia Wagner
Season 1 Episode 31
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 layper…
4 years, 8 months ago
Ross Marino
Season 1 Episode 30
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 c…
4 years, 9 months ago
Jania Stout
Season 1 Episode 29
It’s difficult to find a better ambassador for the retirement plan space than Jania Stout, founder of Fiduciary Plan Advisors, a OneDigital company. …
4 years, 9 months ago
Barbara Roper
Season 1 Episode 28
Barbara Roper is an outspoken advocate for effective regulation to protect the public from predatory practices, and she’s often critical of watered-d…
4 years, 10 months ago