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.
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.
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.
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.
Jeff and Bruce talk options for marketing, niche advisory and being authentic with Megan Carpenter, the CEO and co-founder of FiComm Partners.
Jeff and Bruce speak with Jeffrey Sherman, deputy CEO at DoubleLine Capital, about inflation, bonds, ETFs and ESG. Then the dynamic duo debates the 2022 outlook with Mark Schoeff Jr.
