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.
Tom O’Shea, a director at Cerulli Associates, explains why taxes and ESG are creating a surge of interest in direct indexing, a separately managed account product that has been around for 20 years.
Dana Wilson shares her story of founding an online community that helps people of color find advisers who look like them. Jordan Waxman discusses the recent NCAA ruling allowing student athletes greater access to name and likeness income.
Burt White, CIO of LPL, joins to chat about LPL's annual meeting, transitioning from the 60/40 mindset, and the role of a CIO. Zach Teutsch, an adviser who specializes in progressive clients, talks about having a niche practice, tax planning for the left-minded, and his curious career path through Bear Stearns during the '08 financial crisis.
Nicole Casperson helps Jeff and Bruce break down the Robinhood IPO, and professor Luke Taylor from Wharton shares his research findings on the future of ESG performance.
R.J. Moore, CEO of Private Advisor Group, and Peter Yi from Northern Trust discuss the inflation outlook and RIA valuations
