The momentum continues with the second weekly episode of the InvestmentNews Podcast, where senior columnists Jeff Benjamin and Bruce Kelly take opposing sides of some important issues facing the wealth management industry.
This week Jeff and Bruce scratch beneath the surface of SEC chairman Jay Clayton’s contributions to the financial services industry, what recourse brokers have when consolidation leads to pay cuts, why outsourcing makes sense for advisers, how financial service industry professional sometimes talk when clients aren’t around, and Doc Kennedy’s legal wrangling. Keep the conversation going on twitter @InvestmentNews
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.
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.
