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 Jul 202114min
Jania Stout
It’s difficult to find a better ambassador for the retirement plan space than Jania Stout, founder of Fiduciary Plan Advisors, a OneDigital company. Her enthusiasm and engagement are infectious and wh...
5 Jul 20219min
Barbara Roper
Barbara Roper is an outspoken advocate for effective regulation to protect the public from predatory practices, and she’s often critical of watered-down rules friendly to the industry. As director of ...
25 Jun 20219min
Samantha Russell
Samantha Russell is chief evangelist with Twenty Over Ten, a digital marketing platform for financial professionals. Russell’s practical yet insightful digital marketing tips and techniques have helpe...
7 Jun 202114min
Michael Finke
As pandemic restrictions evaporate and the U.S. economy looks to fully reopen, many 401k-focused advisors are predicting big things for the rest of 2021 as plan sponsors and participants refocus on re...
24 Mai 202119min
