The InvestmentNews Podcast The InvestmentNews Podcast

In today’s financial landscape, staying ahead isn’t just an advantage, it’s essential. As demand for financial advice grows and advisors face the challenge of aging populations — along with many of their own retirement plans — understanding industry trends becomes paramount.

Join InvestmentNews senior columnist, Bruce Kelly, as he chats with Jeremy Holly, Executive Vice President at LPL Financial, as they discuss the complexities of the M&A space, focusing on advisors’ evolving liquidity needs and strategies for creating transferable value.

Tune in to hear all about:
• Challenges posed by aging client base and the emerging trends in advisor’s retirement planning
• Specific factors driving value in today's market
• How to navigate the war for talent and cultivate the next generation of advisors
• The secrets to creating transferable value
• The latest trends shaping advisor priorities

Don’t miss the opportunity to revolutionize your approach to your business. Your journey to advisor excellence starts here — join us and unlock the secrets to success.

LPL Financial. Member FINRA/SIPC.

Join BNY Mellon’s David Moss, Growth Ventures Partner, and Aaron Steinberg, Head of Prime Services Business Development and Capital Introductions, for the latest InvestmentNews podcast hosted by Senior Columnist and reporter, Bruce Kelly. In this episode, we dive into the expanding realm of alternative investments and explore why these assets are capturing the attention of both advisors and individual investors.

David and Aaron share their unique perspectives on the future of investing, discussing how new innovations are making alternative investments more accessible and manageable for the wealth management community. During this podcast, you will gain key insights into the macro-outlook for private markets, the importance of diversity and downside protection, as well as the challenges and strategies surrounding investing in alternatives.

Highlights include:

• The expansive growth opportunities for private markets and alternatives among advisors and individual investors
• Key factors impacting adoption – access, education, and experience – and how fund managers are addressing each in order to attract new investment
• Technological advancements and rapid innovation taking place to facilitate greater access and flexibility in private markets and alternatives

To learn more, press play and listen to the podcast.

As we celebrate Women’s History Month, join our latest podcast for a deep dive into the impact women are making in alternative investments and across the financial sector. We’re joined by Lisa Lewin, Director of Business Development on BNY Mellon Pershing’s Prime Services team, who shares insights around women in leadership roles at hedge funds, the value of diversity, and supporting the growth of women in the industry.



Topics include:
- The changing roles of women in the hedge fund industry, particularly in investment-focused positions, and what it means for the industry
- Exclusive data from BNY Mellon around women’s representation in C-Suite roles in financial services and investor trends around diversity
- Ways in which companies can continue to grow the talent pipeline and foster team diversity – and much more

Don’t miss this highly informative podcast – hit play now!

In 2024, allocators are considering reducing allocations from public markets and traditional investment strategies, and reallocating to alternative investments in order to diversify their portfolios.

Aaron Steinberg, Head of Prime Services Business Development and Capital Introductions at BNY Mellon’s Pershing, breaks down key findings from his team’s recent alternative investment allocator survey, including the main drivers for investors allocating to both private credit and hedge funds, and key investment themes on the horizon for 2024.

Don’t miss this highly informative podcast – hit play now!

Bruce talks to Steve Sanders from Interactive Brokers about how some broker-dealers are 'in a bit of a pickle' due to how they invested client cash.

Bruce talks to eMoney Advisor’s Matt Schulte and Dr. Emily Koochel about financial advisors and financial psychology, engaging and motivating clients and the experience of financial planning.