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 68
  • Oct 18, 2021

Target-date funds — why the sudden hate?

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.

Target-date funds — why the sudden hate?
  • Episode 67
  • Oct 11, 2021

Karen Barr from the Investment Adviser Association and what's new in account aggregation

Karen Barr, CEO of the Investment Adviser Association joins Bruce, flying solo today as Jeff hosts our own RIA Summit, to chat all things advisory business. Nicole Casperson joins Bruce to discuss how tech is reshaping account aggregation.

Karen Barr from the Investment Adviser Association and what's new in account aggregation
  • Episode 66
  • Oct 04, 2021

60/40 is gone, 70/30 is in, and alternatives are too

Steve Skancke from Keel Point joins Jeff and Bruce to chat alternatives. With his long history of both governmental and private-sector work, Steve helps break down why the 60/40 portfolio has shifted to 70/30, and why alts make more sense now than ever.

60/40 is gone, 70/30 is in, and alternatives are too
  • Episode 65
  • Sep 27, 2021

Jamie Hopkins on Biden tax plan plus more

Writer and researcher Jamie Hopkins, managing partner of wealth solutions at Carson Wealth, discusses at length with Jeff and Bruce the current Democratic tax plan making its way through Congress. They discuss realistic outcomes of the bill and ramifications for advisers and clients. They also discuss crypto, the new Carson headquarters building, and the Bain Capital investment.

Jamie Hopkins on Biden tax plan plus more
  • Episode 64
  • Sep 20, 2021

Morningstar's in-person conference should rate highly and the American Century conspiracy

Leslie Marshall of Morningstar joins to discuss the company's upcoming conference, which is the final large in-person conference still standing. Bruce and Jeff also go through the recent American Century conspiracy theory.

Morningstar's in-person conference should rate highly and the American Century conspiracy