Podcast by The InvestmentNews Podcast
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Contact path
Verified email
Booking probability
36%
Guest openness
Selective
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Signup to Generate a PitchRecent episodes include "Episode 216: “The AI tsunami is going to change this industry in very unpredictable ways”" (1 October 2026, 27 minutes), "Episode 215: Driving Better Advisor and Client Outcomes Through Technology Modernization" (29 September 2026, 10 minutes), and "Episode 214: With Schwab and Altruist in the news, there’s lots happening in RIA custody world" (11 September 2026, 13 minutes).
The InvestmentNews Podcast publishes roughly every two weeks, with episodes averaging 30 minutes across 216 episodes.
Booking probability for The InvestmentNews Podcast is 36%, and the host is rated Selective on guests. The InvestmentNews Podcast requires a Pod Score of 80 or higher. The InvestmentNews Podcast's contact route on record: verified email.
The strongest fits for The InvestmentNews Podcast are Investment Banking & Trading and Investing & Wealth Management. The InvestmentNews Podcast has a news audience.
The InvestmentNews Podcast is a news show with 216 episodes published.
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The InvestmentNews Podcast
Brad Bueermann, CEO and founder of FP Transitions, a leading consultancy for RIAs, discusses valuations, compensation and the repercussions of the Altruist deal.
The InvestmentNews Podcast
Financial advisors are losing hours every week to fragmented technology. Jumping between platforms, reconciling account data, and managing compliance documentation are consuming time that should be going to clients. For...
The InvestmentNews Podcast
Bruce Kelly is joined this week by InvestmentNews reporter Andrew Cohen to discuss Vanguard’s $4 billion purchase of Altruist and Schwab’s changing client referral program.
The InvestmentNews Podcast
Bruce Kelly welcomes Robb Baldwin, founder and CEO of TradePMR, to the InvestmentNews podcast.
The InvestmentNews Podcast
The shift toward independence in wealth management is accelerating. More financial advisors recognize that owning and scaling a practice on their own terms offers something a traditional employee model cannot: genuine...
The InvestmentNews Podcast
Attorney Brian Rubin of Eversheds Sutherland talks to Bruce Kelly about potential changes in the enforcement process FINRA uses to regulate broker-dealers.
The InvestmentNews Podcast
Osaic President Shannon Reid talks AI, creating client confidence, and the beautiful game
The InvestmentNews Podcast
Jason Kephart, Morningstar analyst and former InvestmentNews reporter, chats with Bruce Kelly about the state of the alternative investment industry.
The InvestmentNews Podcast
InvestmentNews reporters give their mid-year review of the wealth management industry.
The InvestmentNews Podcast
Bruce Kelly speaks with senior industry leader Mark Goldberg about the current market for alternative investments, including private loan and BDC funds.
The InvestmentNews Podcast
Alternative investment and nontraded REIT fans take notice: why is Nick Schorsch buying up restaurants in Rhode Island?
The InvestmentNews Podcast
New cybersecurity threats are coming thick and fast - Sander Ressler tells Bruce Kelly what advisors should be on the lookout for.
The InvestmentNews Podcast
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...
The InvestmentNews Podcast
What can we expect in 2026? InvestmentNews breaks out the key issues of this year
The InvestmentNews Podcast
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.
The InvestmentNews Podcast
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...
The InvestmentNews Podcast
InvestmentNews podcast host Bruce Kelly catches up with Jeffrey Vahanian to reflect on his career and when it is time to recalibrate.
The InvestmentNews Podcast
InvestmentNews podcast host Bruce Kelly chats with teammate Andy Burt to break down a variety of recent news stories in the wealth management industry.
The InvestmentNews Podcast
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.
The InvestmentNews Podcast
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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