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 158
  • Aug 28, 2023

Goldman Sachs, financial advisors and anxiety

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.

Goldman Sachs, financial advisors and anxiety
  • Episode 157
  • Aug 14, 2023

Who wants to put on goggles to do financial planning?

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.

Who wants to put on goggles to do financial planning?
  • Episode 156
  • Jun 26, 2023

The potential to expand access to alternative investments

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. 

The potential to expand access to alternative investments
  • Episode 155
  • Jun 20, 2023

REITs and the downturn in commercial real estate

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.

REITs and the downturn in commercial real estate
  • Episode 154
  • Jun 12, 2023

Dave Ramsey and the multiple lawsuits he's facing

Bruce and Jeff speak with Bob Smietana, national reporter at Religion News Service, about Christian radio host Dave Ramsey and the multiple lawsuits he's facing. They work through the question of how legally responsible Dave Ramsey is in these suits as someone considered a "financial guru."

Dave Ramsey and the multiple lawsuits he's facing