Who wants to put on goggles to do financial planning?

Episode 157

Episode Notes:

The InvestmentNews podcast returns after a summer hiatus. In this episode, Bruce talks to fellow reporters Ryan Neal and Emile Hallez, respectively, about AI and college debt.

Guest Bios:

Ryan Neal is technology editor at InvestmentNews. Originally from Northern California, Ryan received bachelor's degrees in English and philosophy from UC Santa Barbara before beginning a career in journalism at the Santa Barbara Independent. After a few years of freelancing, bartending and snowboarding in Colorado, Ryan moved to New York to earn a master's degree in journalism at Columbia University. He has covered the advisor fintech beat since 2014. 

Emile Hallez is ESG editor at InvestmentNews. Previously he was U.S. news editor for ESG Clarity, covered retirement at InvestmentNews, and worked as a reporter and associate editor at Ignites, a Financial Times publication. Prior to his work in financial journalism, he cut his teeth as a reporter at Evergreen Newspapers, a small chain of community papers in Colorado. Going back even farther in time, he worked as a technician at a tissue bank, making bone, soft tissue and skin grafts. Emile is passionate about cycling, rock climbing, and environmental and animal rights issues. He can often be found exploring the woods of Maine with his wife, Meika, and rescue mutts Piper and Buckey.

This episode is sponsored by Schwab Asset Management.

As one of the industry’s largest and most experienced asset managers, we offer a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. By operating our business through clients’ eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them. To learn more, visit www.schwabassetmanagement.com.


Recent episodes
  • Episode 208
  • Jun 26, 2026

Mid-year review with InvestmentNews’ reporters

Bruce and the IN staff talk about IPOs, Robinhood, AI and risk halfway through an eventful 2026 in the financial advice industry.

Mid-year review with InvestmentNews’ reporters
  • Episode 207
  • May 26, 2026

Private credit in perspective – with senior industry leader Mark Goldberg

Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.

Private credit in perspective – with senior industry leader Mark Goldberg
  • Episode 206
  • May 14, 2026

Alts fans take notice: Why is Nick Schorsch buying up restaurants in Rhode Island?

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.

Alts fans take notice: Why is Nick Schorsch buying up restaurants in Rhode Island?
  • Episode 205
  • May 04, 2026

Compliance nerds, alert: These are the latest scams and troubles financial advisors should be on alert for

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.

Compliance nerds, alert: These are the latest scams and troubles financial advisors should be on alert for