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.
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
It seems like overnight that the retirement plan adviser mergers and acquisition market exploded fueled in part by a flood of private equity money.
Schwab's chief global investment strategist Jeffrey Kleintop joins Jeff Benjamin and Bruce Kelly to chat about the global markets and how they'll react to the U.S. elections, the ongoing pandemic and Black Friday.
Jeff Benjamin and Bruce Kelly welcome Jon Dauphine from FFP to discuss his group's call asking for advisers to commit to at least 25 hours of pro bono work a year.
