Compliance nerds, alert: These are the latest scams and troubles financial advisors should be on alert for

Episode 205

New cybersecurity threats are coming thick and fast - Sander Ressler tells Bruce Kelly what advisors should be on the lookout for.

Recent episodes
  • Episode 207
  • May 26, 2026

Private credit in perspective – with senior industry leader Mark Goldberg

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.

Private credit in perspective – with senior industry leader Mark Goldberg
  • Episode 206
  • May 14, 2026

Alts fans take notice: Why is Nick Schorsch buying up restaurants in Rhode Island?

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.

Alts fans take notice: Why is Nick Schorsch buying up restaurants in Rhode Island?
  • Episode 204
  • Apr 17, 2026

What’s the latest at Cambridge Investment Research?

Bruce Kelly is joined this week by Jeff Vivacqua of Cambridge Investment Research, who breaks down the company's success as a recruiter of financial advisors.

What’s the latest at Cambridge Investment Research?
  • Episode 203
  • Mar 13, 2026

What can we expect in 2026?

Bruce Kelly is joined this week by InvestmentNews Managing Editor James Rogers as they look ahead to what the financial advice industry can expect in 2026 after a tumultuous start to the year.

What can we expect in 2026?