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.
Bruce Kelly sorts through the complicated pairing of crypto and 401(k)s with InvestmentNews' very own Mark Schoeff Jr. and Jennifer Gibbs Swets, partner and retirement plan consultant at DWC – The 401(k) Experts.
Bruce and Jeff reconnect with InvestmentNew's very own technology editor, Ryan Neal, as he dives into the T3 conference in Texas. The guys discuss what Ryan's been doing during his hiatus from InvestmentNews, his big plans now that he's back, and the misleading bro culture of Silicon Valley.
Jeff and Bruce dive deep into the world of cannabis investments with ETF Managers Group's cannabis research and banking expert Jason Wilson, who addresses how the industry will continue to shift as a result of changing regulations and what the rules are currently.
Bruce and Jeff talk with Tom Bradley, managing director at Charles Schwab, about the Schwab-TD Ameritrade merger. They break down the multiyear process of the acquisition and get an update on its current status.
Jeff and Bruce talk to Knut Rostad, president of the Institute for the Fiduciary Standard, about the SEC's revisions to Form CRS and the complications that it's added to defining the term 'fiduciary.'
