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.
Nicole Casperson helps Jeff and Bruce break down the Robinhood IPO, and professor Luke Taylor from Wharton shares his research findings on the future of ESG performance.
R.J. Moore, CEO of Private Advisor Group, and Peter Yi from Northern Trust discuss the inflation outlook and RIA valuations
Compliance consultant Peggy Chait chats with Bruce and Jeff about Finra's effort to increase the diversity of the financial services industry. Teri Shepard from Carson Group talks about their new research on women in the RIA space.
Kara Murphy, formerly of United Capital and Goldman, joins to talk about her new role as chief investment officer at Kestra. Blair DuQuesnay of Ritholtz discusses the takeaways from Britney Spears' public plea to end her 13-year conservatorship.
Financial planning icon Ric Edelman, who created Edelman Financial Services in 1987 and merged it with Financial Engines in 2018 to create the mammoth Edelman Financial Engines, joins the podcast to share his plans now that he’s stepped down from daily duties at his namesake firm.
