Hosts Jeff Benjamin and Bruce Kelly are joined by fellow InvestmentNews reporter Emile Hallez to dig deep into how living longer and getting a better sense of longevity in general is changing financial planning. This episode also looks at examples of prejudice across the financial services industry
0:00-19:00 - Interview with Emile Hallez
1:00 - Talking and testing longevity
3:15 - Effect on financial planning industry
6:00 - When does this become a factor?
8:45 - Life expectancy meaning
11:15 - Silver lining to the pandemic?
14:45 - Effect on Annuities
19:00 - 31:00 - Discussion on racism in the financial services industry
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..
