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.
InvestmentNews' tech reporter, Ryan Neal, joins Bruce on the pod this week to talk through current major fintech deals and the tech conferences on his radar this fall. At the top of the list is the termination of UBS' acquisition of robo-adviser Wealthfront.
Bruce is joined by Mark Schoeff Jr., senior reporter at InvestmentNews, and Emile Hallez, US News Editor for ESG Clarity, to discuss current ESG news, including the pushback from states like Texas and Florida, which have adopted an anti-woke approach to ESG.
Bruce and Jeff reunite to interview Vivek Ramaswamy, co-founder and executive chairman of Strive Asset Management. They unravel the problematic mix of politics and big business, as well as Vivek’s unconventional path to founding Strive, Strive’s success and what’s next.
Jeff takes the pod solo, interviewing the founder and president of The ETF Store, Nate Geraci, about the nuances of single-stock ETFs. Nate talks about how we got to this point, how the newly released ETFs that invest in a single security work, and who they work for.
Bruce takes the pod solo with guest Jim Gold, CEO and co-founder at Steward Partners Global Advisory. They talk about the evolution of Gold's career that paved the path to Steward Partners Global Advisory. Jim addresses the firm's continued growth and the nuance of what it takes to sustain success.
