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.
Nick Harness, CIO from Kestra Financial, discusses the recent SolarWinds security breach and cyber security for IBDs. Jeff Benjamin and Bruce also discuss political campaign donations being cutoff in the wake of the Capitol insurrection.
Bob Doll joins Jeff and Bruce for a solid conversation breaking down not only his 2021 market predictions, but his own story and his Nostradamus batting average.
Mark Bruno joins Jeff and Bruce to kick off 2021 with a detailed look at mergers and acquisitions in the RIA space.
From becoming woke, to hitting a black bear, to learning the thrilling and scary news that one is expecting during a pandemic, our staff members open up about their unique trials and triumphs this year.
The new idea of a Chief Governance Officer role. Would it add to the fiduciary load and does it provide revenue opportunities?
