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.
Eric Kittner, CEO and chairman of Moneta, talks with Jeff and Bruce about the recent trend of wirehouses trying to make inroads in the RIA space, particularly JPMorgan. Christopher Franz and Alec Lucas chat about what to expect in capital gains taxes this year.
Frank Congemi joins Bruce Kelly to talk about Covid's effect on the work of financial advisers. Lori Varnell, chief of the Tarrant County Criminal District Attorney’s Elder Financial Fraud team, talks about elder fraud and a case that recently made waves.
Bitcoin futures ETFs have hit the market recently, causing big waves. Nate Geraci, president of The ETF store, joins Jeff and Bruce to dive into the details. Danny Sarch from Leitner Sarch Consultants chats about the dance between the wirehouses and the RIA space.
Alexandra Mihailescu Cichon from RepRisk joins Jeff and Bruce to discuss the current state of ESG, and the future. Scott Silver also joins to chat about the recent Worden Capital fiasco and what it means for the industry.
Target-date funds have come under fire recently, with comments made by Peter Mallouk disparaging the products. Jason Kephart joins the pod today to discuss what's up with TDFs. Devin McGinley also joins to share the latest from the 2021 InvestmentNews compensation and staffing study.
