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.
Why we think the introduction of Regulation Best Interest is not the end of the debate over how brokers and advisers are regulated. Our hosts also look at new data from TD Ameritrade about what is driving brokers toward the independent channel, what you can find in a company’s focus report, the true cost of free trading, and the love-hate relationship with public relations practitioners.
The momentum continues with the second weekly episode of the InvestmentNews Podcast, where senior columnists Jeff Benjamin and Bruce Kelly take opposing sides of some important issues facing the wealth management industry.
The inaugural episode of the InvestmentNews Podcast doesn't hold back; diving into essential topics for the financial advice industry from diversity to succession planning to potential layoffs and cost cutting to come at large firms that advisers rely on for service and technology.
Take your advisory practice to the next level with insights on tax-smart charitable giving strategies.
