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.
The Trump Administration's executive order to open up retirement plans to different kinds of investments raises questions around the fiduciary standard that should be applied.
July is supposed to be a slow month, but InvestmentNews has a fascinating list of stories worth paying attention to.
The InvestmentNews editorial team recaps the twists and turns of the first half of 2025.
Bruce chats with reporter Andrew Cohen, who has covered the RIA industry for InvestmentNews since late March, while crossing over with his old beat covering sports business as the trendy asset class just hit a record-breaking $10 billion team sale.
Bruce speaks to Osaic CEO Jamie Price about the long-term outlook driving M&A activity and why financial advisors, it turns out, are the most important part of the equation.
