The InvestmentNews Podcast

The InvestmentNews Podcast
  • 4.5 (17)
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  • UPDATED WEEKLY

Podcast by The InvestmentNews Podcast

  1. OCT 31

    Episode 199: InvestmentNews talks Commonwealth, bad brokers, and Rockefeller with Andy Burt

    InvestmentNews podcast host Bruce Kelly chats with teammate Andy Burt to break down a variety of recent news stories in the wealth management industry.

    31 min

  2. OCT 17

    Episode 198: InvestmentNews talks RIAs, advisory business, and recruiting with Louis Diamond

    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.

    30 min

  3. OCT 9

    Episode 197: InvestmentNews talks alternative investments with Morningstar's Bryan Armour

    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.

    28 min

  4. OCT 3

    Episode 196: Redefining Life After Work: Women, Words & Wealth

    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.

    14 min

  5. SEP 18

    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.

    29 min

  6. SEP 4

    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.

    21 min

  7. AUG 21

    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.

    24 min

  8. AUG 7

    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.

    31 min
See All (199)

4.5
out of 5
17 Ratings

About

Podcast by The InvestmentNews Podcast

Information

  • Creator
    The InvestmentNews Podcast
  • Years Active
    2020 - 2025
  • Episodes
    199
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    The InvestmentNews Podcast

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