Deferred compensation cases and taking on the wirehouses

Episode 169

InvestmentNews' Bruce Kelly sits down with trial lawyer Tom Ajamie to discuss deferred compensation cases and how a major strategic rethink led him and his team to ERISA, which could significantly change wirehouse compensation packages.

Recent episodes
  • Episode 193
  • Aug 21, 2025

InvestmentNews talks fiduciary standard with Knut Rostad

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.

InvestmentNews talks fiduciary standard with Knut Rostad
  • Episode 192
  • Aug 07, 2025

InvestmentNews reviews the highs and the lows of the wealth management industry

July is supposed to be a slow month, but InvestmentNews has a fascinating list of stories worth paying attention to.

InvestmentNews reviews the highs and the lows of the wealth management industry
  • Episode 191
  • Jul 24, 2025

InvestmentNews reviews the first half of 2025

The InvestmentNews editorial team recaps the twists and turns of the first half of 2025.

InvestmentNews reviews the first half of 2025
  • Episode 190
  • Jul 11, 2025

Meet Andrew Cohen: From sports biz to RIA beat at InvestmentNews

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.

Meet Andrew Cohen: From sports biz to RIA beat at InvestmentNews