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 114
  • Oct 03, 2022

Advice-only financial planning is in demand

Jeff takes the pod solo with his guest, Cody Garrett of Measure Twice Financial, who breaks down his “advice only” financial planning operation. They discuss the branding elements that go into providing paid financial advice for the anti-financial-adviser population.

Advice-only financial planning is in demand
  • Episode 113
  • Sep 26, 2022

How advisers can take their social media game to the next level

Bruce and Jeff have an informative conversation with marketing whiz Samantha Russell, chief evangelist at financial adviser marketing firm FMG Suite, who reveals major tricks of the trade when it comes to marketing across social media.

How advisers can take their social media game to the next level
  • Episode 112
  • Sep 19, 2022

Celebrating Fiduciary September with Knut Rostad

Bruce and Jeff talk to Knut Rostad, co-founder and president of the Institute for the Fiduciary Standard, about what the institute has accomplished so far during what Knut terms “Fiduciary September.” Knut discusses what he sees as the dismal state of the SEC's Regulation Best Interest.

Celebrating Fiduciary September with Knut Rostad
  • Episode 111
  • Sep 12, 2022

Fintech deals and conferences to keep on your radar this fall

InvestmentNews' tech reporter, Ryan Neal, joins Bruce on the pod this week to talk through current major fintech deals and the tech conferences on his radar this fall. At the top of the list is the termination of UBS' acquisition of robo-adviser Wealthfront. 

Fintech deals and conferences to keep on your radar this fall
  • Episode 110
  • Aug 29, 2022

The anti-woke response to ESG

Bruce is joined by Mark Schoeff Jr., senior reporter at InvestmentNews, and Emile Hallez, US News Editor for ESG Clarity, to discuss current ESG news, including the pushback from states like Texas and Florida, which have adopted an anti-woke approach to ESG.

The anti-woke response to ESG