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 129
  • Jan 23, 2023

Breaking down Betterment

Bruce and Jeff are joined by Thomas Moore, director of Betterment for Advisors, to talk about all things Betterment. They leave no stone unturned as they discuss the robo-advisor's business, its strategy and Betterment's outlook on its future.

Breaking down Betterment
  • Episode 128
  • Jan 17, 2023

An interview with industry icon Mark Tibergien

Jeff and Bruce connect with financial industry vet Mark Tibergien on all things financial advising. He explains how his retirement from Pershing Advisor Solutions in 2020 allowed him to rewire his services, providing greater reach in how he applies his years of experience in the industry.

An interview with industry icon Mark Tibergien
  • Episode 127
  • Jan 09, 2023

A deep dive into uncompensated versus compensated risk

Jeff and Bruce are joined by Michael Hunstad, executive vice president and chief investment officer for global equities at Northern Trust Asset Management. Michael talks us through his detailed research on risk, including six key findings every portfolio manager should be aware of. 

A deep dive into uncompensated versus compensated risk
  • Episode 126
  • Jan 03, 2023

It's 2023, and we're talking about fees

Bruce and Jeff ring in 2023 with their guest Charles Rowlan, senior vice president of business development at Advyzon. They discuss Charles' extensive research on the ever-evolving advisor fee model. 

It's 2023, and we're talking about fees
  • Episode 125
  • Dec 19, 2022

The sky isn't falling on nontraded REITS

Bruce and Jeff connect with Kevin T. Gannon, CEO of RA Stanger Investment Bank, to talk about nontraded REITS, their history, all of the current nuances when working with them, and their advantages and disadvantages.

The sky isn't falling on nontraded REITS