The InvestmentNews Podcast

Hosts Jeff Benjamin and Bruce Kelly are joined by fellow InvestmentNews reporter Emile Hallez to dig deep into how living longer and getting a better sense of longevity in general is changing financial planning. This episode also looks at examples of prejudice across the financial services industry

Hosts Jeff Benjamin and Bruce Kelly are joined by fellow InvestmentNews reporter Nicole Casperson to discuss what the Schwab-TD megamerger means for the overlapping custodial platforms. Also on the docket, Morgan Stanley buys Eaton Vance, and a look at whether one financial adviser on the lam is a sign of things to come.

Hosts Jeff Benjamin and Bruce Kelly tackle the Wells Fargo riddle, with its budget cuts that sent a sizable group of advisers packing. The Social Security trust funds, created to help pay future retirement benefits when payroll tax revenues alone are no longer sufficient, will run dry sooner than previously predicted due to the COVID-19 pandemic and the recession it triggered. Mary Beth Franklin joins to discuss her important cover story.

Hosts Jeff Benjamin and Bruce Kelly delve into the story behind Josh Brown’s latest book, ‘How I Invest My Money,’ a collection of essays by leading financial professionals on how they manage their own money. The renowned Reformed Broker talks about how he got to where he is and why he is no longer a fan of Twitter.

Jeff Benjamin and Bruce Kelly discuss whether financial regulations will be affected if Democrats win the 2020 election. This week’s episode also includes a conversation with Michelle Fuller, head of ETF distribution at John Hancock Investment Management. And we wrap it up with an Open Notebook segment on Schwab christening its 30th annual Impact conference in virtual fashion.

Bruce Kelly talks to Nicole Casperson about the proliferation of free robo-platforms across large financial institutions and how they are using these digital tools to cross-sell to their smaller investors. Jeff Benjamin then interviews Todd Rosenbluth, who outlines the odd evolution of semitransparent ETFs. The market demand doesn’t seem high, yet more and more of them are being launched. Jeff and Todd dive into the “why.”

After the weekend announcement of Biden’s victory, Jeff and Bruce talk with IN’s D.C. correspondent, Mark Schoeff, about what advisers can expect from the incoming administration in terms of department heads, regulations, ESG and of course, taxes.

Jeff Benjamin and Bruce Kelly welcome Jon Dauphiné from the Foundation for Financial Planning to discuss his group’s call asking for advisers to commit to at least 25 hours of pro bono work a year. He explains why this commitment would be good for advisers, and why it would be good for the industry as a whole. In the second half, Bruce and Jeff chat about an analyst from Bank of America Merrill Lynch who spent over $21,000 on his corporate card for ‘adult entertainment’

Kurt MacAlpine, CEO of Canada’s CI Financial, joins Jeff Benjamin and Bruce Kelly to talk about his company’s buying spree. CI Financial has struck 12 deals so far this year, purchasing U.S. RIAs large and small. They chat about Kurt’s mandate as the new CEO, CI’s strategy, and the RIA market in North America.

Schwab’s chief global investment strategist Jeffrey Kleintop joins Jeff Benjamin and Bruce Kelly to chat about the global markets and how they’ll react to the U.S. elections, the ongoing pandemic and Black Friday. Liz Skinner also joins to share the winners of the 2020 Women to Watch Awards.