Episódios

  • Episode 202: InvestmentNews looks back on the top stories of 2025

    Episode 202: InvestmentNews looks back on the top stories of 2025
    Dec 12 2025
    Bruce Kelly, senior columnist at InvestmentNews, is joined this week by fellow writers Gregg Greenberg, Andrew Cohen, and Leo Almazora, to look back on the top stories of an eventful year in wealth management.
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    37 minutos
  • Episode 201: InvestmentNews breaks down the GWG Holdings fiasco with veteran reporter Tim Carpenter

    Episode 201: InvestmentNews breaks down the GWG Holdings fiasco with veteran reporter Tim Carpenter
    Nov 28 2025
    There are few reporters who have covered the GWG fallout like InvestmentNews' Bruce Kelly has, but we found one who has covered it even more comprehensively and at a granular level in Tim Carpenter of the Kansas Reflector.
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    32 minutos
  • Episode 200: InvestmentNews talks career shifts, rebalancing priorities with financial advisor Jeffrey Vahanian

    Episode 200: InvestmentNews talks career shifts, rebalancing priorities with financial advisor Jeffrey Vahanian
    Nov 14 2025
    InvestmentNews podcast host Bruce Kelly catches up with Jeffrey Vahanian to reflect on his career and when it is time to recalibrate.
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    48 minutos
  • Episode 199: InvestmentNews talks Commonwealth, bad brokers, and Rockefeller with Andy Burt

    Episode 199: InvestmentNews talks Commonwealth, bad brokers, and Rockefeller with Andy Burt
    Oct 31 2025
    InvestmentNews podcast host Bruce Kelly chats with teammate Andy Burt to break down a variety of recent news stories in the wealth management industry.
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    31 minutos
  • Episode 198: InvestmentNews talks RIAs, advisory business, and recruiting with Louis Diamond

    Episode 198: InvestmentNews talks RIAs, advisory business, and recruiting with Louis Diamond
    Oct 17 2025
    InvestmentNews podcast host Bruce Kelly chats with Diamond Consultants CEO Louis Diamond to get his take on a variety of events in the wealth management industry.
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    30 minutos
  • Episode 197: InvestmentNews talks alternative investments with Morningstar's Bryan Armour

    Episode 197: InvestmentNews talks alternative investments with Morningstar's Bryan Armour
    Oct 9 2025
    InvestmentNews podcast host Bruce Kelly chats with Morningstar's Bryan Armour to examine the impact alternatives and illiquid asset investments are having on the industry.
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    28 minutos
  • Episode 196: Redefining Life After Work: Women, Words & Wealth

    Episode 196: Redefining Life After Work: Women, Words & Wealth
    Oct 3 2025
    Understanding your clients’ needs has never been more critical in a rapidly changing financial landscape. As longevity rises and demographics shift, financial professionals face new challenges and opportunities – especially when engaging women and multigenerational households. This timely podcast episode dives deep into the latest, exclusive research from MassMutual Strategic Distributors and the MIT AgeLab, revealing how clients' language about their future can unlock more meaningful, trust-building conversations. Join InvestmentNews Senior Columnist Bruce Kelly as he sits down with Briana Zackai and Anna Sciortino, from MassMutual Strategic Distributors. Drawing on exclusive research, they share valuable perspectives on how financial professionals can better serve clients by understanding the words, values, and concerns that shape retirement planning. You’ll hear firsthand how they use these findings to tailor their approach, build lasting relationships, and prepare clients for every phase of life after work. Tune in to: - Learn how to decode clients' language to discuss retirement – and why it matters for building trust and delivering relevant advice. - Discover generational and gender-based differences in retirement priorities, and how to adapt your approach for each client. - Get practical, actionable tips for engaging both partners in planning conversations and recognizing women as primary decision-makers. - Find out how to address the whole arc of longevity, from the “go-go” years to the realities of caregiving and solo living. - Gain strategies for leveraging research-driven, empathetic communication to stand out in the era of great wealth transfer. Don’t miss this essential conversation for forward-thinking advisors. Tune in to gain the knowledge and tools to elevate client relationships and future-proof your practice. Listen and learn – your next breakthrough starts here.
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    14 minutos
  • Episode 195: InvestmentNews talks tech, financial advisor history with Praxis Solutions CEO Bill Dwyer

    Episode 195: InvestmentNews talks tech, financial advisor history with Praxis Solutions CEO Bill Dwyer
    Sep 18 2025
    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.
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    29 minutos