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 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.
Bruce is joined by Ron Carson, founder and CEO of Carson Group, and John Furey, managing partner of Advisor Group Strategies, to talk about Goldman’s sale of United Capital and how financial advisors can move beyond a mindset of fear and scarcity.
The InvestmentNews podcast returns after a summer hiatus. In this episode, Bruce talks to fellow reporters Ryan Neal and Emile Hallez, respectively, about AI and college debt.
Bruce and Jeff are joined by Abby Salameh, chief marketing officer and managing director of CAIS IQ, to talk about the appetite for and access to alternative investments.
Bruce and Jeff speak to Richard Hill, head of real estate strategy and research at Cohen & Steers, about everything REITs. Rich walks us through the current downturn in commercial real estate. He also discusses why, if REITs are such a good hedge against inflation, they had such a bad year in 2022.
