The InvestmentNews Podcast

The InvestmentNews Podcast

With Bruce Kelly

  • July 8, 2024
  • By Bruce Kelly

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.

Recent episodes
  • Episode 23
  • Nov 23, 2020

On a tear! CI Financial scoops up U.S. RIAs at breathtaking pace

On a tear! CI Financial scoops up U.S. RIAs at breathtaking pace
  • Episode 22
  • Nov 16, 2020

A call for pro bono in financial services

Jeff Benjamin and Bruce Kelly welcome Jon Dauphine from FFP to discuss his group's call asking for advisers to commit to at least 25 hours of pro bono work a year.

A call for pro bono in financial services
  • Episode 21
  • Nov 10, 2020

2020 presidential election: Financial services will ‘be looking to play defense under Biden’

Jeff and Bruce talk with IN's D.C. correspondent, Mark Schoeff, about what advisers can expect from the incoming administration in terms of department heads, regulations, ESG and of course, taxes.

2020 presidential election: Financial services will ‘be looking to play defense under Biden’
  • Episode 20
  • Nov 09, 2020

Doubleheader: Nicole Casperson on free robo-platforms and Todd Rosenbluth on semitransparent ETFs

Nicole talks on how digital advice is a means to cross sell, and Todd dives deep into all things semitransparent ETF

Doubleheader: Nicole Casperson on free robo-platforms and Todd Rosenbluth on semitransparent ETFs
  • Episode 19
  • Nov 02, 2020

Would a Democratic election impact financial regulations?

If Democrats win the 2020 election, how will financial regulations be affected?

Would a Democratic election impact financial regulations?