The InvestmentNews Podcast

The InvestmentNews Podcast

With Bruce Kelly

  • July 8, 2024
  • By Bruce Kelly

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.

Recent episodes
  • Episode 203
  • Mar 13, 2026

What can we expect in 2026?

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.

What can we expect in 2026?
  • Episode 202
  • Dec 12, 2025

InvestmentNews looks back on the top stories of 2025

Bruce Kelly is joined this week by his InvestmentNews colleagues to give their expert opinion on an eventful year in wealth management.

InvestmentNews looks back on the top stories of 2025
  • Episode 201
  • Nov 28, 2025

InvestmentNews breaks down the GWG Holdings fiasco with veteran reporter Tim Carpenter

The Kansas Reflector reporter joins the podcast to go even deeper into the GWG mess, providing insights and details most have missed.

InvestmentNews breaks down the GWG Holdings fiasco with veteran reporter Tim Carpenter
  • Episode 200
  • Nov 14, 2025

InvestmentNews talks career shifts, rebalancing priorities with financial advisor Jeffrey Vahanian

The president and founder of Vahanian & Associates discusses how values impact the work he has committed his career to.

InvestmentNews talks career shifts, rebalancing priorities with financial advisor Jeffrey Vahanian
  • Episode 199
  • Oct 31, 2025

InvestmentNews talks Commonwealth, bad brokers, and Rockefeller with Andy Burt

InvestmentNews' managing editor joins the show to break down the biggest news in the past few weeks.

InvestmentNews talks Commonwealth, bad brokers, and Rockefeller with Andy Burt