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 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.
On this episode, Jeff and Bruce come on strong with the questions and Michael Tiedemann, CEO of Alvarium Tiedemann, takes them in stride. There’s so much to unpack, from the inception of the Tiedemann Advisors to its journey of rebranding and going public. And of course the bigger questions: Does an RIA go public? If so, when? And do you misalign with your clients by going public?
Bruce and Jeff are joined by Jeremy Eisenstein, co-head of RIA custody sales at Goldman Sachs. Jeremy gives his views on the custody operation at Goldman, where it's going, where it's been and how it got here.
Inspired by a Twitter showdown about ESG investing, Jeff and Bruce seek more information from Adam Fleck, director of equity research for ESG at Morningstar Research Services. The guys dive deep to better understand the landscape of ESG investing and how we can get past the political challenges.
