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 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."
Bruce and Jeff speak with forward thinker Michael Kitces, chief financial planning nerd at kitces.com. With ChatGPT pushing artificial intelligence into the mainstream, Michael walks us through how AI can complement your advisory services and how to integrate it.
Bruce takes the pod solo as he speaks to Peter Nesvold of Republic Capital Group, an investment banker, teacher and author. Peter talks about recent deals Republic Capital has been involved in, the current premium on getting into the wealth management business, and his overall sense of the marketplace now.
Bruce and Jeff speak to Emily Koochel, manager of financial wellness at eMoney Advisor. Emily stresses the importance of financial wellness through the exploration of financial psychology and helps us understand the difference between financial psychology and behavioral finance.
Bruce and Jeff are joined by InvestmentNews ESG editor Emile Hallez to talk about the backlash in response to his recent column, 'The Bud Light case for ESG.' They discuss how ESG is defined and how it applies to Anheuser-Busch hiring a transgender influencer to promote its brand.
