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.
Financial planning icon Ric Edelman, who created Edelman Financial Services in 1987 and merged it with Financial Engines in 2018 to create the mammoth Edelman Financial Engines, joins the podcast to share his plans now that he’s stepped down from daily duties at his namesake firm.
A conversation with Bob Smietana of the Religion News Service looks at how born-again-Christian and radio host Dave Ramsey fits into finance and religion. Sonya Dreizler joins Jeff and Bruce to chat about some of the challenges women face in the financial advice industry and how industry conferences can help.
George Moriarty, our chief content officer, makes his inaugural visit to the podcast to chat about Bruce's amazing Neal award. Recruiter Mindy Diamond talks about adviser movement, the wirehouses, compensation and why there aren't more female RIAs.
A wide-ranging conversation with Michael Kitces that covers niche practices, fees, brands and RIA valuations. Ben Harrison joins Jeff and Bruce to chat about the goings-on at Pershing, the Insight conference and custody issues.
Newly minted CIO Bob Doll of Crossmark joins to discuss his move. Susan Schroeder of WilmerHale, the former head of enforcement at Finra, chats about her memories of interesting enforcement actions at Finra and the Finra/SEC relationship.
