The InvestmentNews Podcast
1) Episode 195: InvestmentNews talks tech, financial advisor history with Praxis Solutions CEO Bill Dwyer
InvestmentNews podcast host Bruce Kelly sits down with with Praxis Solutions CEO Bill Dwyer to reflect on the changes of the financial advisory world over the years and what technology will bring next...Show More
2) Episode 194: InvestmentNews talks alternatives with LODAS Markets CEO Brian King
InvestmentNews podcast host Bruce Kelly catches up with LODAS Markets CEO Brian King to examine the recent trends in alternative trading platforms, and more.
3) Episode 193: InvestmentNews talks fiduciary standard with Knut Rostad
InvestmentNews Podcast host Bruce Kelly invites Knut Rostad to the show to discuss the fiduciary standard and how it impacts investment advisors.
4) Episode 192: InvestmentNews reviews the highs and the lows of the wealth management industry
InvestmentNews Podcast host Bruce Kelly is joined by managing editor Andy Burt to talk about the fascinating stories of Chuck Roberts, Greg Cornick, and more.
5) Episode 191: InvestmentNews reviews the first half of 2025
InvestmentNews podcast host Bruce Kelly sits down with his editorial teammates Gregg Greenberg and Andy Burt to discuss the twists and turns of the first half of 2025, and what it may mean for the sec...Show More
6) Episode 190: Meet Andrew Cohen: From sports biz to RIA beat at InvestmentNews
Veteran financial reporter Bruce Kelly brings colleague Andrew Cohen on the show to discuss his early coverage of the biggest names and trends in the RIA industry, from M&A moves to advisor ownership ...Show More
7) Episode 189: 'We're on the precipice of the Fourth Industrial Revolution'
Bruce Kelly, senior columnist at InvestmentNews, sits down for a candid chat with industry veteran Jamie Price, CEO at Osaic, to discuss what's behind the vibrant M&A market, Osaic's position in the m...Show More
8) Episode 188: Twists, turns and drama: The aftermath of the LPL-Commonwealth deal
It’s been more than two months since LPL Financial rocked the US wealth management world by acquiring broker-dealer rival Commonwealth Financial Network. InvestmentNews senior columnist Bruce Kelly si...Show More
9) Episode 187: A front-row seat to the independent revolution
Bruce Kelly, senior columnist at InvestmentNews, picks the brain of Brad Bueermann, CEO and founder of FP Transitions, about the M&A market in the independent advisory space. Speaking in the wake of ...Show More
10) Episode 186: Donor Trends: How Charitable Clients Use DAFs to Make an Impact
In an era where philanthropy is evolving rapidly, donor-advised funds (DAFs) have emerged as a powerful tool for individuals looking to maximize their charitable giving. DAFgiving360™ observed a recor...Show More