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.
Writer and researcher Jamie Hopkins, managing partner of wealth solutions at Carson Wealth, discusses at length with Jeff and Bruce the current Democratic tax plan making its way through Congress. They discuss realistic outcomes of the bill and ramifications for advisers and clients. They also discuss crypto, the new Carson headquarters building, and the Bain Capital investment.
Leslie Marshall of Morningstar joins to discuss the company's upcoming conference, which is the final large in-person conference still standing. Bruce and Jeff also go through the recent American Century conspiracy theory.
Jim Paulsen of The Leuthold Group and Paulsen's Perspective discusses his views on S&P valuations, the possibility of inflation and a market outlook. Our own Mark Schoeff Jr. fills us in on Barbara Roper's move to the SEC from her longtime position at the Consumer Federation of America.
Tom O’Shea, a director at Cerulli Associates, explains why taxes and ESG are creating a surge of interest in direct indexing, a separately managed account product that has been around for 20 years.
Dana Wilson shares her story of founding an online community that helps people of color find advisers who look like them. Jordan Waxman discusses the recent NCAA ruling allowing student athletes greater access to name and likeness income.
