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 108
  • Aug 15, 2022

Exploring single-stock ETFs with Nate Geraci

Jeff takes the pod solo, interviewing the founder and president of The ETF Store, Nate Geraci, about the nuances of single-stock ETFs. Nate talks about how we got to this point, how the newly released ETFs that invest in a single security work, and who they work for.

Exploring single-stock ETFs with Nate Geraci
  • Episode 107
  • Aug 08, 2022

The uphill journey to Steward Partners Global Advisory’s continued success

Bruce takes the pod solo with guest Jim Gold, CEO and co-founder at Steward Partners Global Advisory. They talk about the evolution of Gold's career that paved the path to Steward Partners Global Advisory. Jim addresses the firm's continued growth and the nuance of what it takes to sustain success.

The uphill journey to Steward Partners Global Advisory’s continued success
  • Episode 106
  • Aug 01, 2022

Full-court press to get FPA to explain its push on the financial planner title

Bruce and Jeff push hard for answers on the Financial Planning Association's efforts to turn the financial planner title into a protected and official designation. They talk with FPA CEO and secretary Patrick D. Mahoney about why the current actions were taken and how this new title will differ from the more than 225 designations that already exist across the financial services industry.

Full-court press to get FPA to explain its push on the financial planner title
  • Episode 105
  • Jul 25, 2022

What Schwab's latest benchmarking study reveals about RIAs

Jeff and Bruce talk to Lisa Salvi of Schwab Advisor Services about its 16th annual RIA benchmarking study. Lisa, who's spent the past 10 years working on this research, imparts what she sees as the study's key findings. She talks about how her team uses the data to inform best practices within the firm, as well as the three factors that identify top performers.

What Schwab's latest benchmarking study reveals about RIAs
  • Episode 104
  • Jul 18, 2022

What does David Canter’s exit mean for Fidelity?

Bruce and Jeff explore the news that David Canter is leaving Fidelity Institutional for Bluespring Wealth Partners with Timothy D. Welsh, CEO of Nexus Strategy. They discuss the impact this will have on Fidelity and its custody business, as well as what it means for Bluespring.

What does David Canter’s exit mean for Fidelity?