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.
Jeff gets the breakdown on anti-woke ETFs from Bloomberg’s senior ETF analyst, Eric Balchunas. Together they dive deep into what these funds entail and which companies they're investing in, and ponder the question, is bringing politics into investing a good idea?
InvestmentNews' Sean Allocca joins the podcast to chat with Bruce about some of the big acquisitions and hoped-for acquisitions in the wealth tech space. They go over Wealthfront as a possible buy target and Apollo's purchase of Griffin.
This week’s episode kicks off with tax management guru Ed Slott giving advisers some solid year-end tax strategies to employ, regardless of where the Biden tax hikes end up. Then Jeff talks with David DeVoe about the pace of record-setting consolidation in the wealth management space. How long can it last, and how much is your firm worth?
Jeff takes Knut Rostad of The Institute for the Fiduciary Standard deep into the weeds in a discussion designed to untangle the endless regulatory wrangling over whether brokers or advisers have the better standard of practice.
Bruce talks to Mike Edmiston, the new head of the plaintiff’s bar group, PIABA, about RIAs and investor lawsuits and discusses financial advisers and the Great Resignation with IN’s own Emile Hallez.
