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 123
  • Dec 05, 2022

Gary Zimmerman talks MaxMyInterest and why he believes we need a recession

Jeff takes the pod solo this week with his guest Gary Zimmerman, Founder of MaxMyInterest.com. Gary explains how MaxMyInterest was born from his experience during the financial crisis. Jeff and Gary discuss Gary's thoughts on why inflation is here to stay and may well be an indicator of future social and political instability, and how a recession may be our only hope of quelling inflation.

Gary Zimmerman talks MaxMyInterest and why he believes we need a recession
  • Episode 122
  • Nov 28, 2022

Lorenzo Esparza talks about how Manhattan West works with alternative investments

Jeff and Bruce talk to Lorenzo Esparza, chief executive and founding principal at Manhattan West, about his preference for alternative investments, especially when working with the firm's high-profile clients, including entertainers and athletes.

Lorenzo Esparza talks about how Manhattan West works with alternative investments
  • Episode 121
  • Nov 21, 2022

Why DEI is the future of finance, and what you can do about it

Jeff and Bruce are joined by Joanne Cleaver, diversity, equity and inclusion editor at InvestmentNews, who explains her work highlighting the many individuals and firms who have put in the DEI work at their businesses, including celebrating them at the Women to Watch event in New York City this month.

Why DEI is the future of finance, and what you can do about it
  • Episode 120
  • Nov 14, 2022

A guide for the breakaway RIA

Bruce and Jeff are joined by Chuck Failla of Sovereign Financial, who shares his own background as a breakaway RIA, his current success, and tips and tools to utilize when choosing a similar path.

A guide for the breakaway RIA
  • Episode 119
  • Nov 07, 2022

Rich Steinmeier sheds light on LPL's latest acquisition and the path ahead

Bruce takes the pod solo this week as he's joined by Rich Steinmeier, managing director and divisional president at LPL Financial. Rich lets us in on the details of LPL's latest acquisition, the firm's plans for the future, and why he's so passionate about the company.

Rich Steinmeier sheds light on LPL's latest acquisition and the path ahead