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 16
  • Oct 12, 2020

Schwab closes $22 billion acquisition of TD Ameritrade. Nicole Casperson breaks it down

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.

Schwab closes $22 billion acquisition of TD Ameritrade. Nicole Casperson breaks it down
  • Episode 15
  • Oct 05, 2020

The future of financial planning

Reporter Emile Hallez discusses his cover story about DNA and Biological-age testing and how it could reshape financial planning.

The future of financial planning
  • Episode 14
  • Sep 28, 2020

'You're fooling yourself.' Burton Malkiel takes on ESG investing

The legendary economist and author believes the current hot trend of ESG investing is ineffective and espensive.

'You're fooling yourself.' Burton Malkiel takes on ESG investing
  • Episode 13
  • Sep 21, 2020

The NFL and Financial Advisers

This week we looking into the NFL Players Association rules for hiring financial advisers, along with the poor performance of active management. Hosts Jeff and Bruce also look at job cuts at Raymond James, a guest appearance by IN reporter Emile Hallez to discuss his latest cover story, and we grade Morningstar’s virtual conference.

The NFL and Financial Advisers
  • Episode 12
  • Sep 14, 2020

Social Security with Mary Beth Franklin

This week we take deep dives into three hot topics with the help of two special guests. Mary Beth Franklin explains why it might make sense to increase the Social Security tax threshold along with the payout. Hosts Jeff Benjamin and Bruce Kelly discuss how the biggest banks are clamping down on giving and receiving perks. And InvestmentNews special projects editor Liz Skinner cuts through the noise of diversity and inclusion in financial services.

Social Security with Mary Beth Franklin