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 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?
  • Episode 103
  • Jul 11, 2022

Record flows into alternative funds

Jeff talks to Bobby Blue, senior manager research analyst at Morningstar, about liquid alternative funds, ETFs and mutual funds. They discuss what’s driving flows, the fees involved, and red flags to look for with these investments.

Record flows into alternative funds
  • Episode 102
  • Jun 27, 2022

The SEC's lawsuit against Western International Securities

Bruce interviews InvestmentNews senior reporter Mark Schoeff Jr. about the SEC's lawsuit against Western International Securities Inc., which involves GWG bonds and violations of Reg BI. Bruce and Mark talk through the specific charges and how effective Reg BI has been during its two years of operation.

The SEC's lawsuit against Western International Securities
  • Episode 101
  • Jun 21, 2022

Hester Peirce provides insight from inside the SEC

Bruce and Jeff interview SEC Commissioner Hester Peirce, who addresses a plethora of topics, including the SEC’s position on regulating ESG and greenwashing; cryptocurrency regulation; and what Peirce's agenda would be if she became SEC chair.

Hester Peirce provides insight from inside the SEC
  • Episode 100
  • Jun 13, 2022

Merrill Lynch’s Andy Sieg discusses the recent shift in wealth management

In the 100th episode of the InvestmentNews Podcast, Bruce and Jeff talk with Andy Sieg, president of Merrill Lynch Wealth Management, about the shift in wealth management from 2021 to 2022, including how firms are hiring and retaining talent.

Merrill Lynch’s Andy Sieg discusses the recent shift in wealth management