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 30
  • Jan 04, 2021

Mark Bruno on the big picture of M&A in the RIA space

Mark Bruno joins Jeff and Bruce to kick off 2021 with a detailed look at mergers and acquisitions in the RIA space.

Mark Bruno on the big picture of M&A in the RIA space
  • Episode 29
  • Dec 21, 2020

"A lot of dialogue is going to turn into action." A 2020 review and look ahead

From becoming woke, to hitting a black bear, to learning the thrilling and scary news that one is expecting during a pandemic, our staff members open up about their unique trials and triumphs this year.

"A lot of dialogue is going to turn into action." A 2020 review and look ahead
  • Episode 28
  • Dec 16, 2020

RPA Special Edition Part 2 - Introducing the Chief Governance Officer role

The new idea of a Chief Governance Officer role. Would it add to the fiduciary load and does it provide revenue opportunities?

RPA Special Edition Part 2 - Introducing the Chief Governance Officer role
  • Episode 27
  • Dec 14, 2020

"FPA must become more relevant to financial planners at every stage of their careers."

Patrick Mahoney, new CEO of the FPA, on the challenges and opportunities ahead for the FPA

"FPA must become more relevant to financial planners at every stage of their careers."
  • Episode 26
  • Dec 07, 2020

Portfolio makeovers with Morningstar's Christine Benz plus a peek behind the scenes of the ESG Film Festival

Jeff Benjamin gets a makeover! For his portfolio that is. Christine Benz of Morningstar hosts an annual portfolio makeover, plus the boys talk to Steve Lamb about the ESG Film Festival

Portfolio makeovers with Morningstar's Christine Benz plus a peek behind the scenes of the ESG Film Festival