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