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The InvestmentNews Podcast

The InvestmentNews Podcast

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Podcast by The InvestmentNews PodcastAll rights reserved Política e Governo
Episódios
  • Episode 189: "We're on the precipice of the Fourth Industrial Revolution"
    Jun 26 2025
    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 market, and why he believes we are entering the Fourth Industrial Revolution.
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    32 minutos
  • Episode 188: Twists, turns and drama: The aftermath of the LPL-Commonwealth deal
    Jun 13 2025
    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 sits down with colleague James Burton to discuss the aftermath, including angry Reddit chat groups and aggressive recruiters.
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    23 minutos
  • Episode 187: A front-row seat to the independent revolution
    May 6 2025
    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 the blockbuster acquisition of Commonwealth Financial Network by LPL Financial, Bueermann provides insight into how the market might change given recent volatility and why best fit, not price, is critical.
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    33 minutos

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