Episódios

  • Episode 190: Meet Andrew Cohen: From sports biz to RIA beat at InvestmentNews

    Episode 190: Meet Andrew Cohen: From sports biz to RIA beat at InvestmentNews
    Jul 11 2025
    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 models and sports investing.
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    24 minutos
  • Episode 189: "We're on the precipice of the Fourth Industrial Revolution"

    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

    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

    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
  • Episode 186: Donor Trends: How Charitable Clients Use DAFs to Make an Impact

    Episode 186: Donor Trends: How Charitable Clients Use DAFs to Make an Impact
    Apr 16 2025
    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 record-breaking $7.7 billion in grants issued in 2024 — a 25% increase from the previous year — it’s clear that charitable clients are leveraging DAFs to create meaningful impact. But what does this shift mean for financial advisors, and how can they better serve their clients in the philanthropic space? In this episode of ‘The InvestmentNews Podcast’, senior columnist Bruce Kelly sits down with Fred Kaynor, Managing Director at DAFgiving360, to uncover the latest trends in donor giving and how advisors played a crucial role in supporting charitable clients last year. From key insights into how and where donors are giving to the outlook for 2025, this conversation is packed with essential knowledge for advisors looking to integrate charitable giving into their wealth management strategies. By listening to this episode, you will: • Discover the latest DAFgiving360 data showing the significant rise in charitable contributions and grants. • Learn where donors are directing their support, from education and public benefit to disaster relief and human services. • Understand how donor-advised funds work, including tax benefits, investment opportunities, and long-term impact. • Gain insights on how financial advisors can help clients create structured giving plans, incorporate non-cash assets, and engage the next generation in philanthropy. • Get expert predictions on how economic and market conditions will shape charitable giving in the coming year. The landscape of philanthropy is changing, and financial advisors have a unique opportunity to guide their clients toward impactful, tax-efficient giving strategies. Don’t miss this insightful discussion with industry experts — tune in now!
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    19 minutos
  • Episode 185: Making sense of the blockbuster LPL-Commonwealth deal

    Episode 185: Making sense of the blockbuster LPL-Commonwealth deal
    Apr 11 2025
    Bruce Kelly, senior columnist at InvestmentNews, and a man with deep experience covering M&A, sits down with InvestmentNews colleague James Burton to talk about the acquisition that rocked the wealth management world - the LPL-Commonwealth deal. The two talk about the CEOs' roles in the merger, the fundamental differences between the two firms, and what this means for Commonwealth advisors.
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    21 minutos
  • Episode 183: ‘Mr Alternatives’ unpacks surge into private markets

    Episode 183: ‘Mr Alternatives’ unpacks surge into private markets
    Feb 7 2025
    Private market opportunities are in vogue as the public market becomes more reliant on a select group of names. This has meant alternatives can offer much sought-after alpha. Host Bruce Kelly, of InvestmentNews, digs deeper into this trend with Neil Menard, president of distribution at StepStone Private Wealth.
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    32 minutos
  • Episode 182: What were the standout stories of 2024?

    Episode 182: What were the standout stories of 2024?
    Dec 11 2024
    The year 2024 was certainly not dull as markets soared, rates finally fell, CEOs moved on and, oh yes, a new president was elected. Bruce Kelly, InvestmentNews senior columnist, is joined by managing editor Emile Hallez, renowned multimedia anchor Gregg Greenberg, and James Burton, Key Media’s VP of Editorial, to discuss their respective highs and lows.
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    29 minutos