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 143
  • Mar 27, 2023

The great success of a woman-led RIA

Bruce and Jeff chat with Shannon Eusey, CEO and founder of Beacon Pointe Advisors, about how Shannon launched Beacon Pointe, the nation's largest woman-led RIA, and how the firm has continued to grow amid challenging times. Shannon also talks about how she's been able to run the company while becoming a mother of four.

The great success of a woman-led RIA
  • Episode 142
  • Mar 24, 2023

Special episode from T3 with Rose Palazzo of Envestnet

Rose Palazzo, group president of financial planning at Envestnet, joins technology editor Ryan W. Neal on the T3 conference floor to share some of the latest features and enhancements coming to MoneyGuide, as well as a sneak peak at a future product coming to help advisors charge for financial planning.

Special episode from T3 with Rose Palazzo of Envestnet
  • Episode 141
  • Mar 24, 2023

Special episode from T3 with Nimesh Patel of Carson Group

Should wealth management firms build their own technology or integrate with third parties? Carson Group chief technology officer Nimesh Patel joins InvestmentNews technology editor Ryan W. Neal on the T3 conference floor to discuss the options for creating a differentiated technology platform, and their shared love of 'The Last of Us' on HBO.

Special episode from T3 with Nimesh Patel of Carson Group
  • Episode 140
  • Mar 24, 2023

Special episode from T3 with Joel Bruckenstein

T3 producer Joel Bruckenstein shares some inside tips on what to enjoy in Tampa Bay; discusses what his latest advisor technology survey uncovered about cybersecurity; and talks about some of the most interesting new technology startups in the T3 expo hall.

Special episode from T3 with Joel Bruckenstein
  • Episode 139
  • Mar 24, 2023

Special episode from T3 with Aaron Klein of Riskalyze

Riskalyze co-founder and CEO Aaron Klein reflects on 10 years of attending the T3 conference and speaks with technology editor Ryan W. Neal about how his company is helping financial advisors grow without twisting them into salespeople. Klein also talks about how the company is strategizing integrations and lighting the beam for the Sacramento Kings.

Special episode from T3 with Aaron Klein of Riskalyze