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 57
  • Jul 19, 2021

'Why aren't there more women RIAs?' Carson Group's research into women in the RIA space

Compliance consultant Peggy Chait chats with Bruce and Jeff about Finra's effort to increase the diversity of the financial services industry. Teri Shepard from Carson Group talks about their new research on women in the RIA space.

'Why aren't there more women RIAs?' Carson Group's research into women in the RIA space
  • Episode 56
  • Jul 12, 2021

Kara Murphy's new Kestra role and Blair DuQuesnay on Britney Spears

Kara Murphy, formerly of United Capital and Goldman, joins to talk about her new role as chief investment officer at Kestra. Blair DuQuesnay of Ritholtz discusses the takeaways from Britney Spears' public plea to end her 13-year conservatorship.

Kara Murphy's new Kestra role and Blair DuQuesnay on Britney Spears
  • Episode 55
  • Jul 06, 2021

Ric Edelman's next move aims to bring advisers into digital assets

Financial planning icon Ric Edelman, who created Edelman Financial Services in 1987 and merged it with Financial Engines in 2018 to create the mammoth Edelman Financial Engines, joins the podcast to share his plans now that he’s stepped down from daily duties at his namesake firm.

Ric Edelman's next move aims to bring advisers into digital assets
  • Episode 54
  • Jun 28, 2021

Inside Dave Ramsey's shop and Sonya Dreizler on how industry conferences can help diversity

A conversation with Bob Smietana of the Religion News Service looks at how born-again-Christian and radio host Dave Ramsey fits into finance and religion. Sonya Dreizler joins Jeff and Bruce to chat about some of the challenges women face in the financial advice industry and how industry conferences can help.

Inside Dave Ramsey's shop and Sonya Dreizler on how industry conferences can help diversity
  • Episode 53
  • Jun 21, 2021

Bruce wins a Neal award! Mindy Diamond talks adviser movement, compensation and diversity

George Moriarty, our chief content officer, makes his inaugural visit to the podcast to chat about Bruce's amazing Neal award. Recruiter Mindy Diamond talks about adviser movement, the wirehouses, compensation and why there aren't more female RIAs.

Bruce wins a Neal award! Mindy Diamond talks adviser movement, compensation and diversity