We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Episode 047: Michael Kitces and Nicole Boyson on the Investment Adviser Industry, host Rick Ferri

Episode 047: Michael Kitces and Nicole Boyson on the Investment Adviser Industry, host Rick Ferri

2022/8/1
logo of podcast HUM Curated Podcasts

HUM Curated Podcasts

Shownotes Transcript

Podcast: Bogleheads On Investing Podcast) (LS 51 · TOP 0.5% what is this?))Episode: Episode 047: Michael Kitces and Nicole Boyson on the Investment Adviser Industry, host Rick Ferri)Pub date: 2022-06-30[Get Podcast Transcript →](https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/fb70766544564718a15235dc8d1adfff/&notes=Episode 047: Michael Kitces and Nicole Boyson on the Investment Adviser Industry, host Rick Ferri))powered by Listen411) - fast audio-to-text and summarization Episode #47 features two guests who discuss the evolution in the investment adviser industry over the decades and the conflicts of interest that have occurred.

 

Michael Kitces) is the head of planning strategy at Buckingham Wealth Partners, co-founder of the XY Planning Network, among other companies, the host of the Financial Advisor Success podcast and the publisher of the Kitces Report newsletter, and the Nerd's Eye View blog at kitces.com.

 

Dr. Nicole Boyson) is the chair of the Finance Dept at Northeastern University’s D'Amore-McKim School of Business. Her research focuses on institutional investors, with a current interest in conflicts of interest among financial advisors. She also serves as a co-editor (3 co-editors) for Financial Analysts Journal and is on the board of directors for the Eastern Finance Association.

 

This podcast is hosted by Rick Ferri, CFA), a long-time Boglehead and investment adviser. The Bogleheads) are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free website at Bogleheads.org) and the wiki site is Bogleheads® wiki). 

 

Since 2000, the Bogleheads' have held national conferences in major cities around the country. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added on a regular basis. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.  

 

This podcast is supported by the John C. Bogle Center for Financial Literacy), a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation) to the Bogle Center is appreciated. The podcast and artwork embedded on this page are from bogleheads, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.