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 163
  • Dec 05, 2023

How do you think when you think about money?

Bruce talks to eMoney Advisor’s Matt Schulte and Dr. Emily Koochel about financial advisors and financial psychology, engaging and motivating clients and the experience of financial planning.

How do you think when you think about money?
  • Episode 162
  • Nov 10, 2023

Strategies for Wealth Management Leaders to Enhance Value and Stand Out 

What are the key strategies wealth management firms need to consider in order to remain competitive? Find out in the latest episode of The InvestmentNews Podcast.

Strategies for Wealth Management Leaders to Enhance Value and Stand Out 
  • Episode 161
  • Oct 31, 2023

Noise pollution, the investment process and bond ETFs

Bruce chats with Rob Isbitts, founder of ETFYourself.com and a former financial advisor and fund manager, about interest rates, the bond market and which fixed-income ETFs to consider right now.

Noise pollution, the investment process and bond ETFs
  • Episode 160
  • Sep 26, 2023

Wealth festivals and RIA custody

InvestmentNews technology editor Ryan Neal joins Bruce to talk about Future Proof and Schwab’s integration of TD’s RIAs.

Wealth festivals and RIA custody
  • Episode 159
  • Sep 11, 2023

Peter Mallouk, Creative Planning and Goldman Sachs

Bruce is joined by Peter Mallouk, president and CEO of Creative Planning, to discuss the RIA giant’s recent deal for Goldman’s RIA, the former United Capital Financial Partners.

Peter Mallouk, Creative Planning and Goldman Sachs