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.
D.C. expert and policy wonk Mark Schoeff Jr. joins Bruce and Jeff to discuss the details of Biden's three big initiatives so far, The American Rescue, Jobs, and Families plans. The trio debate the merits of spending trillions to help Americans, and the tax ramifications.
With Jeff 'planting trees' on Earth Day, guest host Liz Skinner steps in to chat with Bruce and guest Dennis Gallant about Bruce's annual IBD report card. This year's theme? Fees. Commission to fee-only, fee-erosion, and how thus affects wirehouses.
The recent passing of 'The baddest broker of all time,' Bernie Madoff, reminds us that one bad broker can bring ruin to a firm. Ben Edwards, law professor at UNLV joins to discuss the 'one bad broker' rule and more. Amy Domini also chats with Jeff and Bruce about her historic career as one of the originals of ESG and why the overnight rise of ESG isn't so overnight.
Emile Hallez joins for a deep discussion on all things pooled employer plans (PEP). What role do PEPs play in the landscape, who uses them, the impact on RPAs, and more.
Many retail investors do not the difference between an equal-weighted index versus a cap-weighted index. Michael Willis explains why the difference matters. Shannon McLay joins to share her story of founding the disruptive and influential start-up looking to change the way financial planning is done.
