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.
Nicole talks on how digital advice is a means to cross sell, and Todd dives deep into all things semitransparent ETF
If Democrats win the 2020 election, how will financial regulations be affected?
The story behind Josh Brown’s latest book, 'How I Invest My Money,' as well as other interesting stories
Hosts Jeff Benjamin and Bruce Kelly tackle the Wells Fargo riddle, with it's budget cuts that sent a sizable group of advisers packing. The Social Security trust funds, created to help pay future retirement benefits when payroll tax revenues alone are no longer sufficient, will run dry sooner than previously predicted due to the COVID-19 pandemic and the recession it triggered. Mary Beth Franklin joins to discuss her important cover story.
Hosts Jeff Benjamin and Bruce Kelly are joined by fellow InvestmentNews reporter Nicole Casperson to discuss what the Schwab-TD megamerger means for the overlapping custodial platforms.
