The InvestmentNews Podcast

With a record-breaking $124 trillion in wealth projected to transfer over the next few decades, charitable giving is poised to play a pivotal role in financial planning. As donors increasingly seek tax-smart solutions to maximize their impact, strategies like donor-advised funds (DAFs) and gifting non-cash assets are transforming how philanthropy integrates with financial planning.

Private market opportunities are in vogue as the public market becomes more reliant on a select group of names. This has meant alternatives can offer much sought-after alpha. Host Bruce Kelly, of InvestmentNews, digs deeper into this trend with Neil Menard, president of distribution at StepStone Private Wealth.

The year 2024 was certainly not dull as markets soared, rates finally fell, CEOs moved on and, oh yes, a new president was elected. Bruce Kelly, InvestmentNews senior columnist, is joined by managing editor Emile Hallez, renowned multimedia anchor Gregg Greenberg, and James Burton, Key Media’s VP of Editorial, to discuss their respective highs and lows.

The US election was bitterly fought and one of the issues kicked around was the state of Social Security, the foundation of many people's retirement. Writer Mary Beth Franklin is a renowned expert in the field and she talks to Bruce Kelly, InvestmentNews senior columnist, about why this is stressing people out and what the future of Social Security might look like.

Bruce Kelly, senior columnist at InvestmentNews talks to Rich Hill, SVP and head of Real Estate Strategy & Research at Cohen & Steers to dive into the world of real estate investing. Why are REITs on a tear? Has the sector bottomed out? And why is the recovery uneven across property types?

Host Bruce Kelly settles in for a post-election chat with new InvestmentNews managing editor Emile Hallez. On the agenda this week is Social Security, M&A valuations, and President-Elect Donald Trump's cabinet picks.

Bruce Kelly, senior columnist at InvestmentNews, hosts another top pod in which he is joined by managing editor James Burton to chat about the biggest stories impacting the industry. In this episode, the pair address the state of play at Osaic, talk through its history and Bruce’s latest story on the firm, and wonder out loud how the potential of job cuts might affect advisors.

It was definitely the story of the week, month, and probably year. Dan Arnold, regarded as an extremely successful data-driven CEO of LPL, was fired for comments that breached the firm’s code of conduct. Bruce Kelly, InvestmentNews senior columnist, is joined by managing editor James Burton to discuss the ramifications, what it means for LPL, and why the story is likely far from

Bruce Kelly, from InvestmentNews, calls up Vance Barse, founder and wealth strategist at Your Dedicated Fiduciary, for an insightful chat about fee models and where Barse thinks the industry is heading. They also talk about Barse’s career path and the executives that have had the biggest influence on him.

Ron Carson has long been regarded as one of the top financial advisors in the country but after stepping down as CEO, details have emerged about a new life path. From his new nickname “Omani”, to hosting festivals at his Omaha “healing center”, and talking about his use of psychedelics, it’s a world away from RIAs and portfolios.