Episodes

Friday Nov 21, 2025
Josh Itzoe, Nate Moody, Grant Ellis
Friday Nov 21, 2025
Friday Nov 21, 2025
A 401(k) blackout gone wrong, a quick dive into market value adjustments (MVAs), and our reaction to ABOON. We also hit Great Gray’s latest acquisition, the evolving Wealthspire/Aon/NFP/Madison Dearborn story, and Paychex’s new AI-powered advisor alerts.
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