Human Capital with Melanie Waddell Podcast
1) LUMINARIES: Leadership Lessons From Mark Tibergien
For today’s conversation, we’re taking a different approach in order to highlight ThinkAdvisor’s new industry recognition program: The LUMINARIES, which is recognizing top advisors, broker-dealers, RI...Show More
2) Human Capital: FSI's Bellaire Sounds Off on DOL Withdrawal of Independent Contractor Rule
In this episode of Human Capital we talk with David Bellaire, general counsel for the Financial Services Institute in Washington, about FSI’s lawsuit against the Labor Department for withdrawing its i...Show More
3) Human Capital: Ed Slott on Why Raising RMD Age Is 'Useless'
In this episode of Human Capital, Ed Slott of Ed Slott & Co. relays important tax advice related to potential changes to the stepped-up basis and estate tax, and also warns that the potential boosting...Show More
4) Human Capital: Susan Schroeder Says Reg BI Enforcement Actions Loom
In this episode of Human Capital we talk with Susan Schroeder, former chief of the Financial Industry Regulatory Authority’s enforcement division, who’s now a partner at WilmerHale and vice chair of i...Show More
5) Human Capital: Skip Schweiss on Reshaping FPA's Value Proposition
In this episode of Human Capital, we catch up with Skip Schweiss, the 2021 president of the Financial Planning Association. Schweiss, former president of TD Ameritrade Trust Company and managing direc...Show More
6) Human Capital: Ed Slott on Why Taxes Are Heading ‘Through the Roof’
In this episode of Human Capital, we talk with IRA and tax specialist Ed Slott of Ed Slott & Co. about his upcoming book, “The New Retirement Savings Time Bomb,” to be released in March. What’s it abo...Show More
7) Human Capital: IAA's Karen Bar on SEC Rules Nearing the Finish Line
In this episode of Human Capital, we talk with Karen Barr, president and CEO of the Investment Adviser Association in Washington, about the growing ranks of RIAs as well as important rule updates that...Show More
8) Human Capital — ‘Secure 2.0’: Why Now? With Ex-PBGC Director Millard
In this episode of Human Capital, we talk with Charles Millard, the former director of the Pension Benefit Guaranty Corp., who’s now a senior advisor to asset management firm Amundi Pioneer. He discus...Show More
9) Human Capital: Michael Kitces on Fiduciary Fight and Why He’s ‘Extremely Nervous’ About Schwab Deal
In this episode of Human Capital, we talk with popular blogger and financial planner Michael Kitces about XY Planning Network’s recent decision to not pursue a Supreme Court challenge to the appeals c...Show More
10) Human Capital: Ron Rhoades Unpacks Reg BI Unknowns
In this episode of Human Capital, we talk with Ron Rhoades, director of the Personal Financial Planning Program and assistant professor of finance in the Gordon Ford College of Business at Western Ken...Show More