The InvestmentNews Podcast features Bruce Kelly interviewing industry leaders and experts about wealth management trends, advisor recruiting, and client engagement. It is a strong PR vehicle for executives and researchers aiming to share strategic insights with financial professionals.
198 episodes, Weekly, 4.5 rating
<1k, Neutral, USA
30s Ad: 10 - 12, 60s Ad: 12 - 14, CPM Category: Business
investmentnewspod@keymedia.com
Podcast by The InvestmentNews Podcast
News, Business, Business News, Careers, Entrepreneurship, Investing, Management, Marketing
Typical Credentials:
Finance/wealth management credentials (CFP, CFA, or equivalent senior professional role) with demonstrated industry impact
Required Achievements:
industry leadership roles, featured in financial press or conferences, authoring or contributing to research/white papers, speaking engagements at industry events
Louis Diamond - Rias, Advisory Business, Recruiting, Bryan Armour - Alternative Investments, Illiquid Assets, Anna Sciortino - Client Language, Retirement Planning, Generation/gender Considerations, Briana Zackai - Client Language, Retirement Planning, Generation/gender Considerations
RIAs, wealth management, alternative investments, retirement planning, recruiting, client communication, massMutual, MIT AgeLab, generational wealth, financial advisor education