Hosts Jeff Benjamin and Bruce Kelly delve into the story behind Josh Brown’s latest book, 'How I Invest My Money,' a collection of essays by leading financial professionals on how they manage their own money. The renowned Reformed Broker talks about how he got to where he is and why he is no longer a fan of Twitter.
1:40 - Where "How I Invest My Money" comes from
4:00 - The exceptions advisers make in their own investing
7:00 - The importance of roots in how we think about money
11:00 - The editing process
13:20 - Lessons learned from the book and the recruiting process
16:30 - Revisiting Josh's first book and the Jamba Juice pitch
20:30 - The Social Media Adviser opportunity
23:30 - Josh's Twitter silence and focus on YouTube
29:30 - Hope for Twitter, or does the problem run to its roots?
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.
Bruce sits down with InvestmentNews colleague James Burton to dig into the post-acquisition stories of anger, surprise, and recruitment pitches..
