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.
Learn how effective communication can strengthen client connections, address evolving needs, and enhance your advisory approach – tune in now!
Technology continues to impact the financial advisory industry, and the Praxis CEO offers a substantial historical perspective.
Alternative investments and trading platforms have garnered much attention, and the podcast breaks down some of the latest headlines involving Linqto and Yieldstreet.
The Trump Administration's executive order to open up retirement plans to different kinds of investments raises questions around the fiduciary standard that should be applied.
July is supposed to be a slow month, but InvestmentNews has a fascinating list of stories worth paying attention to.
