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.
Newly minted CIO Bob Doll of Crossmark joins to discuss his move. Susan Schroeder of WilmerHale, the former head of enforcement at Finra, chats about her memories of interesting enforcement actions at Finra and the Finra/SEC relationship.
Our 50th episode special! Two luminaries join Jeff to discuss their outlooks for the second half of the year. Equity outlooks, thoughts on inflation, crypto, sustainable investing and diversity in the industry are all addressed.
Andrew Komarow, financial planner, owner of Planning Across the Spectrum and autistic himself, shares his story and talks about the importance of financial planning for families with neurodivergent members. Kevin Keller, CEO of the CFP Board, joins to talk about the board's plans and the proliferation of sometimes questionable designations.
D.C. expert and policy wonk Mark Schoeff Jr. joins Bruce and Jeff to discuss the details of Biden's three big initiatives so far, The American Rescue, Jobs, and Families plans. The trio debate the merits of spending trillions to help Americans, and the tax ramifications.
With Jeff 'planting trees' on Earth Day, guest host Liz Skinner steps in to chat with Bruce and guest Dennis Gallant about Bruce's annual IBD report card. This year's theme? Fees. Commission to fee-only, fee-erosion, and how thus affects wirehouses.