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.
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.
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.
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.
