The InvestmentNews Podcast

The InvestmentNews Podcast

With Bruce Kelly

  • July 8, 2024
  • By Bruce Kelly

Veteran financial reporter Bruce Kelly takes the listener beyond the page, into the heart of the story. With exclusive interviews of industry leaders and the host’s depth of knowledge, this podcast dives deep into a few select topics. The listener will gain new insight into the financial services industry, while Bruce keeps it all moving with a lighthearted approach.

The Host

Bruce Kelly has written for InvestmentNews for more than two decades. He writes primarily about the brokerage industry and its myriad facets, from adviser pay and product sales to M&A.

Recent episodes
  • Episode 178
  • Oct 30, 2024

What’s happening at Osaic?

Bruce is joined once again by InvestmentNews managing editor James Burton to discuss the ongoing consolidation and potential for job cuts at one of the country’s largest broker-dealer networks.

What’s happening at Osaic?
  • Episode 177
  • Oct 11, 2024

The story of the year? We attempt to unpick LPL’s firing of Dan Arnold

Bruce mixes it up this week and brings in InvestmentNews managing editor James Burton to discuss the story that rocked the newsroom last week – the surprise termination of LPL CEO Dan Arnold.

The story of the year? We attempt to unpick LPL’s firing of Dan Arnold
  • Episode 176
  • Sep 24, 2024

Are RIAs moving away from traditional advisor fees?

Bruce sits down with Vance Barse, founder and wealth strategist at Your Dedicated Fiduciary, to discuss different fee models and the passionate “hourly fee bros.”

Are RIAs moving away from traditional advisor fees?
  • Episode 175
  • Sep 12, 2024

Ron Carson’s journey from salesman to shamen

Bruce digs into the changing life and career of the Carson Group founder with InvestmentNews US editor Emile Hallez.

Ron Carson’s journey from salesman to shamen
  • Episode 174
  • Aug 28, 2024

Top advisor recruitment firm is a family affair

Bruce talks to Jodie Papike, CEO of advisor recruiting firm Cross-Search, about her experience of being a senior woman in a male-dominated industry, being a second generation recruiter, and the impact of private equity investment on advisors.

Top advisor recruitment firm is a family affair