Veteran financial reporter Bruce Kelly takes the listener beyond the page, into the heart of the story. With exclusive interviews of industry leaders and the host’s depth of knowledge, this podcast dives deep into a few select topics. The listener will gain new insight into the financial services industry, while Bruce keeps it all moving with a lighthearted approach.
The Host
Bruce Kelly has written for InvestmentNews for more than two decades. He writes primarily about the brokerage industry and its myriad facets, from adviser pay and product sales to M&A.
Inspired by a Twitter showdown about ESG investing, Jeff and Bruce seek more information from Adam Fleck, director of equity research for ESG at Morningstar Research Services. The guys dive deep to better understand the landscape of ESG investing and how we can get past the political challenges.
Bruce and Jeff speak to Nadia Papagiannis, head of model portfolio products at Northern Trust Asset Management, about investing beyond one’s comfort zone and what it is about our current economy that makes alternative investments unique.
Bruce and Jeff talk to Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, about going 100% equities in portfolios, dealing with the risk averse versus the non-risk averse, and answering the big recession questions.
Bruce and Jeff are joined by Thomas Moore, director of Betterment for Advisors, to talk about all things Betterment. They leave no stone unturned as they discuss the robo-advisor's business, its strategy and Betterment's outlook on its future.
Jeff and Bruce connect with financial industry vet Mark Tibergien on all things financial advising. He explains how his retirement from Pershing Advisor Solutions in 2020 allowed him to rewire his services, providing greater reach in how he applies his years of experience in the industry.
