Episodios

  • Episode 204: What’s the latest at Cambridge Investment Research?

    Episode 204: What’s the latest at Cambridge Investment Research?
    Apr 17 2026
    This week, Bruce Kelly talks to Jeff Vivacqua, who serves as President, Growth and Development at Cambridge Investment Research, and is a veteran of the financial advice industry. We talk about Cambridge’s continued success as a recruiter of financial advisors, and its unique ownership structure and what that means to the firm’s more than 4,000 financial advisors.
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    37 m
  • Episode 203: What can we expect in 2026?

    Episode 203: What can we expect in 2026?
    Mar 13 2026
    What can we expect in 2026? InvestmentNews breaks out the key issues of this year
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    26 m
  • 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 m
  • 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 m
  • 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 m
  • 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 m
  • 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 m
  • 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 m