In this review of the troubling year behind us, InvestmentNews staffers join Jeff and Bruce to share personal stories of challenges overcome, lessons learned and what everyone is looking forward to next year. From becoming woke to hitting a black bear and learning the thrilling and scary news that one is expecting during a pandemic, our staff members open up about their unique trials and triumphs this year.
:40 — Jeff and Bruce takeaways
7:00 — Nicole Casperson — self-education and being woke
8:00 — Jason Anciulis — shift in priorities
8:52 — Tara Means — in-person events go virtual
12:31 — Katie Downey — learning to be flexible
13:05 — Sean Allocca — journalism without meeting your sources face-to-face
14:09 — Mark Schoeff — how little I traveled
16:23 — Liz Skinner — connecting with people
18:49 — Nicole Casperson — starting a new job virtually
19:33 — Jason Anciulis — living in a reactive way
20:01 — Tara Means — the joy and fear of expecting during a pandemic
21:20 — Katie Downey — totaled the car, hit a black bear
21:52 — Sean Allocca — virtual sources
22:54 — Mark Schoeff — being grateful
23:54 — Jason Anciulis — proud of our inclusion content
24:33 — Sean Allocca — our biggest successes
26:16 — Nicole Casperson — maintaining this new version of myself
27:08 — Tara Means — can't wait to be in-person again
28:20 — Jason Anciulis — looking forward to a Cubs game
28:38 — Mark Schoeff — excited for complete strangers
29:12 — Katie Downey — two weeks at home with parents has turned into nine months
30:00 — George Moriarty — the year ahead in the Finserv - going independent
Bruce and the IN staff talk about IPOs, Robinhood, AI and risk halfway through an eventful 2026 in the financial advice industry.
Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.
Bruce Kelly talks to local Rhode Island reporter Eli Sherman about the former nontraded REIT czar, Nick Schorsch, and his group’s investments in beloved local eateries in the Ocean State.
Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.
