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 83
  • Feb 07, 2022

Do we need an honest-to-goodness pullback?

Jim Paulsen, CIO at Leuthold, joins Bruce and Jeff to dissect the current market volatility. They discuss where the opening salvos of 2022 trading fit in compared to other recent big market moves, and whether or not we'll see a true correction.

Do we need an honest-to-goodness pullback?
  • Episode 82
  • Jan 31, 2022

Navigating volatile markets with Blair duQuesnay

The markets have been on a wild ride so far this year. Blair deQuesnay of Ritholtz Wealth Management joins Jeff and Bruce to chat about how advisers can keep clients calm during the storm and her take on current markets.

Navigating volatile markets with Blair duQuesnay
  • Episode 81
  • Jan 24, 2022

Are our industry's diversity programs working?

Dr. Karen Altfest, executive vice president at Altfest Personal Wealth Management, discusses the history of women in financial services and whether or not there has been meaningful progress.

Are our industry's diversity programs working?
  • Episode 80
  • Jan 18, 2022

The work-from-home dilemma and the lack of diversity in conference agendas

Bruce and Jeff tackle big industry issues with Brian Hart from KPMG, including when and how employees are expected to return to the office, and talk to Sonya Dreizler of Choir, a trailblazer in setting new industry standards for diversity at big conferences.

The work-from-home dilemma and the lack of diversity in conference agendas
  • Episode 79
  • Jan 10, 2022

New-school communications: Adviser marketing with Megan Carpenter

Jeff and Bruce talk options for marketing, niche advisory and being authentic with Megan Carpenter, the CEO and co-founder of FiComm Partners.

New-school communications: Adviser marketing with Megan Carpenter