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 99
  • Jun 06, 2022

Lance Dial weighs in on the SEC's proposed ESG regulations

Bruce and Jeff connect with Lance Dial, partner at Morgan Lewis, to discuss the SEC's proposed new rules related to ESG investing. They talk about the SEC's goal of cracking down on greenwashing, and the challenge of enforcing rules related to something that's evolving.

Lance Dial weighs in on the SEC's proposed ESG regulations
  • Episode 98.5
  • May 25, 2022

T3 special edition: Joel Bruckenstein, president of T3

Joel Bruckenstein, president of Technology Tools for Today and producer of the annual T3 conference, identifies some of the major themes of this year's event and shared some highlights from his latest adviser software survey.

T3 special edition: Joel Bruckenstein, president of T3
  • Episode 98.4
  • May 25, 2022

T3 special edition: SEI's Jeff Benfield on using tech to drive personalization

Speaking at the Technology Tools for Today conference, SEI's Jeff Benfield tells guest host Ryan W. Neal about how his firm is using technology to drive personalization and shares a bit of what's coming on SEI's tech road map.

T3 special edition: SEI's Jeff Benfield on using tech to drive personalization
  • Episode 98.3
  • May 25, 2022

T3 special edition: Envestnet's Dani Fava

At the Technology Tools for Today conference, guest host Ryan W. Neal sits down with Dani Fava, head of strategic development at Envestnet, who talks about the most exciting startups she met with at the conference and the latest innovations coming out of Envestnet.

T3 special edition: Envestnet's Dani Fava
  • Episode 98.2
  • May 25, 2022

T3 special edition: Franklin Templeton CEO Jenny Johnson

Franklin Templeton CEO Jenny Johnson joins guest host Ryan W. Neal to share her impressions of her first Technology Tools for Today conference, where she appeared in a fireside chat with T3 president Joel Bruckenstein discussing her firm's latest technology, as well as on a panel on increasing diversity in the industry.

T3 special edition: Franklin Templeton CEO Jenny Johnson