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 and Jeff talk to Tom Roseen, head of research services at Refinitiv Lipper Research, about the recently announced Lipper Awards and some of the winners, including T. Rowe Price. They also address how the shift in the fund industry from actively managed funds to index and passively managed funds has impacted Lipper.
Bruce and Jeff talk to Rob Isbitts of Sungarden Investment Publishing about how current geopolitical unrest is affecting the markets. Bruce and Jeff also discuss Tyrone Ross' departure from Onramp and his cryptic tweet from the Omaha airport.
Nadia Papagiannis, senior vice president of multi-asset class solutions at Northern Trust Asset Management, talks about the income portion of portfolios for clients on the cusp of retirement. Given inflation, low interest rates and general uncertainty, advisers have their work cut out for them.
Adam Gana, managing partner of Gana Weinstein, joins Bruce to discuss a recent Finra arbitration decision overturned by a court in Georgia. They discuss the case, how Finra abitration works, and what the case means for Finra and for advisers.
Jeff and Bruce pull back the curtain a bit on how private money finds its way into RIAs in the form of investments. Tim Bello from Merchant Investment Management shares his perspective as someone whose firm makes investments and forms partnerships mainly in the wealth management space. And no, this isn't private equity.
