The InvestmentNews 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.

In the fast-changing world of wealth management, leaders need innovative ways to stand out and prosper. To remain competitive, attract talent, and fuel growth, firms need a modern strategy and approach. So, what does this look like?

In this episode Bruce Kelly sits down with Ken Hullings, EVP, Institution Business Development at LPL Financial to uncover how firms can set themselves apart from the competition and better serve their clients. Don’t miss out – hit play now.

In the fast-changing world of wealth management, leaders need innovative ways to stand out and prosper. To remain competitive, attract talent, and fuel growth, firms need a modern strategy and approach. So, what does this look like?

In this episode Bruce Kelly sits down with Ken Hullings, EVP, Institution Business Development at LPL Financial to uncover how firms can set themselves apart from the competition and better serve their clients. Don’t miss out – hit play now.

There are many reasons why people choose to become advisors – filling out forms is NOT one of those reasons. During this episode, Chuck talks with Rich Walker, Founder & CEO of Quik Forms, about how advisors are leveraging technology to make processing forms more efficient and less time consuming.

Bruce chats with Rob Isbitts, founder of ETFYourself.com, former financial advisor and fund manager, about interest rates, the bond market, and what fixed-income ETFs to consider right now.

Bruce chats with Rob Isbitts, founder of ETFYourself.com and a former financial advisor and fund manager, about interest rates, the bond market and which fixed-income ETFs to consider right now.

InvestmentNews technology editor Ryan Neal joins Bruce to talk about Future Proof and Schwab's integration of TD's RIAs.