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.
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.
Alison Dooher, the managing director of digital advisor solutions at Charles Schwab, shares an update on the ongoing technology integration between Schwab and TD Ameritrade. Live from the T3 expo hall, Dooher also talks with InvestmentNews technology editor Ryan W. Neal about how advisors are using their data, her quest to make the perfect pizza dough, and the show 'Yellowstone.'
Bruce and Jeff are joined by Alexander Yokum, equity research analyst at CFRA, who provides context on what Silicon Valley Bank's problems mean for the future of banking. He also talks about how First Republic got caught up in this, and whether or not we should be concerned for the banking industry as a whole.
Bruce and Jeff chat with Candice Carlton, head of advisor growth marketing at FiComm Partners, about Merrill Lynch’s new tool allowing advisors to share custom videos. Candace goes through the do's and don'ts of using video to market yourself as an advisor, and explains why this is a tool everyone will have to master.
This week Bruce and Jeff connect with Bruce Lavine, founder and CEO of NightShares. They discuss NightShares' strategies for trading ETFs while the markets are closed, the methodologies that make this successful and how advisors can use these strategies for their clients.
