Bruce Kelly, senior columnist at InvestmentNews, is joined this week by fellow writers Gregg Greenberg, Andrew Cohen, and Leo Almazora, to look back on the top stories of an eventful year in wealth management.
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.
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.
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.
The Kansas Reflector reporter joins the podcast to go even deeper into the GWG mess, providing insights and details most have missed.
