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.
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.
Tyler Gellasch from Healthy Markets joins Jeff and Bruce to discuss what the potential regulatory fallout will be from the recent spate of social media fueled trading frenzies.
Paul Schatz joins to explain the nuances of the Gamestop saga. There are reasons beyond just a Reddit group for the wild action, and Paul goes through all of it.
D.C. correspondent Mark Schoeff joins Bruce and Jeff to look at the full impact of the new Biden/Harris administration on the advisory business. What will change quickly, what won't, and what happens to Reg BI?
Nick Harness, CIO from Kestra Financial, discusses the recent SolarWinds security breach and cyber security for IBDs. Jeff Benjamin and Bruce also discuss political campaign donations being cutoff in the wake of the Capitol insurrection.
