Feb 25, 2025
Hosts Brad Wright and Kevin Williams are joined by Scott
Gottlieb of U.S. Compliance
Consultants.
Scott is President of U.S. Compliance Consultants, a full-service
compliance consulting
company that focuses exclusively on state and SEC-registered
investment advisers.
Scott founded U.S. Compliance Consultants in 2004....
Feb 18, 2025
Direct Indexing Strategies with Greg Kanarian, JD, CFA
Hosts Kathleen Kenealy and Chris Boyd speak with Greg Kanarian, an Investment Strategist at Natixis Investment Managers representing the firm’s Direct Indexing strategies.
Greg joins the show to talk all things direct indexing - what it is, common benefits and...
Feb 11, 2025
Nick Gudz
Hosts Michael Connaughton and Brad Wright are joined by Nick Gudz,
Co-
Founder of Fin.Link.
Nick has been in the industry for 20 plus years holding multiple
positions.
He co-founded Succession Link in 2012, a platform he developed
connecting buyers and sellers of wealth management practices. He
sold
Succession...
Feb 4, 2025
Milemarker’s Jud Mackrill
Host Brad Wright is joined by Jud Mackrill, CMO and co-founder
of Milemarker, a data
aggregation firm.
As co-founder of Milemarker, Jud is driving change in financial
advice and alternative
investments. By blending thoughtful design with seamless software,
Jud helps companies unlock
their...