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.
Kurt Wolfe, securities attorney with Troutman Pepper, discusses the final updated rules from the SEC on adviser marketing. The rule hasn't changed in nearly 40 years, so Jeff, Bruce, and Kurt have plenty to discuss, including what is allowed in the new guidelines, differences for brokers vs. advisers, and more.
Nathan Parkins of Molei Financial & Fincap Advisers joins Jeff and Bruce to discuss the very real business of cannabis investing.
They may not be "hodling" by the end of the episode, but you'll learn not only some of the basics, but interesting details, why it works and whether crypto ETFs make any sense.
Les Brun, Co-Founder of Ariel Alternatives, shares his vision for "Project Black," the firm's initiative to invest in middle-market companies to scale the number of minority owned businesses.
Rick Ferri joins to discuss his latest call for a change in adviser fees. Attorney Jason Kane discusses his firm's class action lawsuit against embattled GPB Capital.
