Podcast appearances and mentions of bruce kelly

DMV Hoops Podcast – Episode 113

Bruce Kelly speaks with senior industry leader Mark Goldberg about the current market for alternative investments, including private loan and BDC funds.

New cybersecurity threats are coming thick and fast - Sander Ressler tells Bruce Kelly what advisors should be on the lookout for.

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 success as a recruiter of financial advisors, and its unique ownership structure and what that means to the firm's more than 4,000 financial advisors.

Bruce Kelly has been a fitness coach for over 40 years. He's the author of Ageless Athleticism and in this interview, he shares his real-world methods used with everyone from high-level athletes to everyday people who want to move more athletically, with less pain and better range of motion.Ageless Athleticism Bookhttps://amzn.to/3LHYPpK (affiliate link)Connect with Bruce Kellyhttps://www.facebook.com/bruce.kelly.129  My Rhabdo Book     Purchase (Amazon)       Consultations https://supplementclarity.com/private-consultations/  Connect With MeSupplementClarity.com YouTubeTiktok  AboutSince the 1990s, I've been sorting nutrition facts from fiction and helpingpeople understand dietary supplements, using clinical research as my litmus test. I am unbiased. I analyze the research so you don't have to.  I wrote the first book about exercise-induced rhabdomyolysis. I have an MS in exercise science and a BS in biology & chemistry.  Disclaimer Episodes are for information only. I'm NOT a medical doctor. NO medical advice is given or implied. ALWAYS consult your physician for the best health advice for you. I participate in the Amazon Associates program, which means if you click on a link to Amazon and make a purchase, I may make a small commission at no extra cost to you.

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.

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 Reflector.

InvestmentNews podcast host Bruce Kelly catches up with Jeffrey Vahanian to reflect on his career and when it is time to recalibrate.

InvestmentNews podcast host Bruce Kelly chats with teammate Andy Burt to break down a variety of recent news stories in the wealth management industry.

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.

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.

InvestmentNews podcast host Bruce Kelly sits down with with Praxis Solutions CEO Bill Dwyer to reflect on the changes of the financial advisory world over the years and what technology will bring next.

InvestmentNews podcast host Bruce Kelly catches up with LODAS Markets CEO Brian King to examine the recent trends in alternative trading platforms, and more.

InvestmentNews Podcast host Bruce Kelly invites Knut Rostad to the show to discuss the fiduciary standard and how it impacts investment advisors.

InvestmentNews Podcast host Bruce Kelly is joined by managing editor Andy Burt to talk about the fascinating stories of Chuck Roberts, Greg Cornick, and more.

InvestmentNews podcast host Bruce Kelly sits down with his editorial teammates Gregg Greenberg and Andy Burt to discuss the twists and turns of the first half of 2025, and what it may mean for the second half of the year.

Veteran financial reporter Bruce Kelly brings colleague Andrew Cohen on the show to discuss his early coverage of the biggest names and trends in the RIA industry, from M&A moves to advisor ownership models and sports investing.

Bruce Kelly, senior columnist at InvestmentNews, sits down for a candid chat with industry veteran Jamie Price, CEO at Osaic, to discuss what's behind the vibrant M&A market, Osaic's position in the market, and why he believes we are entering the Fourth Industrial Revolution.

It's been more than two months since LPL Financial rocked the US wealth management world by acquiring broker-dealer rival Commonwealth Financial Network. InvestmentNews senior columnist Bruce Kelly sits down with colleague James Burton to discuss the aftermath, including angry Reddit chat groups and aggressive recruiters.

Welcome to The Capitol Hoops Summer League @ DeMatha Summer Series of The DMV Hoops Podcast.  We are broadcasting from DeMatha Catholic HS, for the entirety of the 2025 Summer League.  Check in with us throughout the summer for player & coach interviews, live look-ins & more!In this episode, we sit down with Coach Bruce Kelly of The Bullis School.  Coach Kelly joins the broadcast table with us to discuss...His approach to an off-season where the "growth experience" will be keyHow the IAC & other leagues benefit from "grass roots" hoops in the DMVThe place to be for DC basketballListen to all of this & more in this episode of "The DMV Hoops Podcast."Kurt Cross - Producer & Host | Adam Crain - On Air TalentFollow On InstagramFollow On X/TwitterSupport the show

Bruce Kelly, senior columnist at InvestmentNews, picks the brain of Brad Bueermann, CEO and founder of FP Transitions, about the M&A market in the independent advisory space. Speaking in the wake of the blockbuster acquisition of Commonwealth Financial Network by LPL Financial, Bueermann provides insight into how the market might change given recent volatility and why best fit, not price, is critical.

In an era where philanthropy is evolving rapidly, donor-advised funds (DAFs) have emerged as a powerful tool for individuals looking to maximize their charitable giving. DAFgiving360™ observed a record-breaking $7.7 billion in grants issued in 2024 — a 25% increase from the previous year — it's clear that charitable clients are leveraging DAFs to create meaningful impact. But what does this shift mean for financial advisors, and how can they better serve their clients in the philanthropic space? In this episode of ‘The InvestmentNews Podcast', senior columnist Bruce Kelly sits down with Fred Kaynor, Managing Director at DAFgiving360, to uncover the latest trends in donor giving and how advisors played a crucial role in supporting charitable clients last year. From key insights into how and where donors are giving to the outlook for 2025, this conversation is packed with essential knowledge for advisors looking to integrate charitable giving into their wealth management strategies. By listening to this episode, you will: • Discover the latest DAFgiving360 data showing the significant rise in charitable contributions and grants. • Learn where donors are directing their support, from education and public benefit to disaster relief and human services. • Understand how donor-advised funds work, including tax benefits, investment opportunities, and long-term impact. • Gain insights on how financial advisors can help clients create structured giving plans, incorporate non-cash assets, and engage the next generation in philanthropy. • Get expert predictions on how economic and market conditions will shape charitable giving in the coming year. The landscape of philanthropy is changing, and financial advisors have a unique opportunity to guide their clients toward impactful, tax-efficient giving strategies. Don't miss this insightful discussion with industry experts — tune in now!

Bruce Kelly, senior columnist at InvestmentNews, and a man with deep experience covering M&A, sits down with InvestmentNews colleague James Burton to talk about the acquisition that rocked the wealth management world - the LPL-Commonwealth deal. The two talk about the CEOs' roles in the merger, the fundamental differences between the two firms, and what this means for Commonwealth advisors.

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?

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 over.

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.

Bruce Kelly, of InvestmentNews, chats with Jodie Papike, CEO of advisor recruiting firm Cross-Search, about following in the footsteps of her father Larry and being a second-generation recruiter. They also discuss the difficult topic of what it was really like rising to a senior level in a male-dominated industry, and how advisors are navigating the flood of private equity cash.

Tash Elwyn, president and CEO of Raymond James & Associates, took time out from his busy day to chat to InvestmentNews' Bruce Kelly. The duo kick off the pod with a lighthearted chat about the origins of Tash's unusual name before diving into a number of topics, including his new role following a leadership reshuffle, the success of the company's annual employee event, and where Tash believes the industry is heading.

In the second half of this two-part conversation, founders of the coalition Reclaim Healthcare WNC talk about their pressure campaign with HCA Healthcare to dramatically and demonstrably improve conditions for patients and staff at Mission Hospital. My guests are State Senator Julie Mayfield, retired physician Bruce Kelly and Missy Harris, who recently left Mission Hospital after five years there as a chaplain. They talk about the potential for competition with Mission in the regional healthcare marketplace. We get into any role Dogwood Health Trust could play, along with the efficacy of independent monitoring. We also talk with Mayfield about her conversations with some Mission board members responsible for approving the sale to HCA. Lastly, my guests talk about what they believe needs to happen to make things right with Mission Hospital, including potentiall selling the hospital back into nonprofit hands.Wake Up, Asheville! and ¡Despierta Asheville! (in Spanish) are new morning newscast podcasts that give you all the local news you need to know in under five minutes. Both are free to subscribe/follow wherever you get your podcasts! Support the Show.Support The Overlook by joining our Patreon campaign!Advertise your event on The Overlook.Instagram: AVLoverlook | Facebook: AVLoverlook | Twitter: AVLoverlookListen and Subscribe: All episodes of The OverlookThe Overlook theme song, "Maker's Song," comes courtesy of the Asheville band The Resonant Rogues.Podcast Asheville © 2023

So much has been written and said in the five years since the corporation HCA Healthcare purchased Asheville's nonprofit Mission Hospital. Doctors, nurses and other staff have fled amid what many see as the company's push for profits over people. North Carolina's attorney general has filed lawsuits. Nobody involved in the original deal has spoken candidly about how this sale even made it across the finish line.Today is the first in a two-part conversation with leaders of a new coalition called Reclaim Healthcare WNC. They are State Senator Julie Mayfield, retired physician Bruce Kelly and Missy Harris, who recently left Mission after five years there as a chaplain.We delve into the significant changes at Mission after its acquisition by HCA, the changes this coalition wants to see and why, after all that has been said and done to chasten HCA to this point, the people behind Reclaim Healthcare WNC believe they can hold HCA to account and inspire substantive change.Wake Up, Asheville! and ¡Despierta Asheville! (in Spanish) are new morning newscast podcasts that give you all the local news you need to know in under five minutes. Both are free to subscribe/follow wherever you get your podcasts! Support the Show.Support The Overlook by joining our Patreon campaign!Advertise your event on The Overlook.Instagram: AVLoverlook | Facebook: AVLoverlook | Twitter: AVLoverlookListen and Subscribe: All episodes of The OverlookThe Overlook theme song, "Maker's Song," comes courtesy of the Asheville band The Resonant Rogues.Podcast Asheville © 2023

With the launch of a number of new Ethereum ETFs and a surge in the price in Bitcoin, crypto is having a moment. Bruce Kelly, of InvestmentNews, sits down with Roxanna Islam, of TMX/VettaFi, to talk about the latest developments, the impact of the regulators and where this is all heading.

InvestmentNews' Bruce Kelly sits down with trial lawyer Tom Ajamie to discuss deferred compensation cases and how a major strategic rethink led him and his team to ERISA, which could significantly change wirehouse compensation packages.

Kerri tells us the story of the Beauty Queen Killer named Christopher Wilder. He used the classic ruse with victims by offering to take their photos to make them models. Donna takes us on a ride with the story of Bruce Kelly who decided to address his phobias through past-life regression. This episode is sponsored by Lume Deodorant. Right now, you can get 15% ALL Lume products with our exclusive code CREEP - and if you combine the 15% off with the already discounted starter pack, that equals over 40% off their Starter Pack! Use code CREEP for 15% off your first purchase at www.LumeDeodorant.com. If you have any local true crime, local urban legend/lore, ghost stories.. we want them all!! We want to hear from YOU.  Especially if you have any funny Ambien stories! Email us at aparanormalchicks@gmail.com Join The Creepinati @ www.patreon.com/theAPCpodcast

Kerri tells us the story of the Beauty Queen Killer named Christopher Wilder. He used the classic ruse with victims by offering to take their photos to make them models. Donna takes us on a ride with the story of Bruce Kelly who decided to address his phobias through past-life regression. This episode is sponsored by Lume Deodorant. Right now, you can get 15% ALL Lume products with our exclusive code CREEP - and if you combine the 15% off with the already discounted starter pack, that equals over 40% off their Starter Pack! Use code CREEP for 15% off your first purchase at www.LumeDeodorant.com. If you have any local true crime, local urban legend/lore, ghost stories.. we want them all!! We want to hear from YOU.  Especially if you have any funny Ambien stories! Email us at aparanormalchicks@gmail.com Join The Creepinati @ www.patreon.com/theAPCpodcast

In today's financial landscape, staying ahead isn't just an advantage, it's essential. As demand for financial advice grows and advisors face the challenge of aging populations — along with many of their own retirement plans — understanding industry trends becomes paramount. Join InvestmentNews senior columnist, Bruce Kelly, as he chats with Jeremy Holly, Executive Vice President at LPL Financial, as they discuss the complexities of the M&A space, focusing on advisors' evolving liquidity needs and strategies for creating transferable value. Tune in to hear all about: • Challenges posed by aging client base and the emerging trends in advisor's retirement planning • Specific factors driving value in today's market • How to navigate the war for talent and cultivate the next generation of advisors • The secrets to creating transferable value • The latest trends shaping advisor priorities Don't miss the opportunity to revolutionize your approach to your business. Your journey to advisor excellence starts here — join us and unlock the secrets to success. LPL Financial. Member FINRA/SIPC.

Join BNY Mellon's David Moss, Growth Ventures Partner, and Aaron Steinberg, Head of Prime Services Business Development and Capital Introductions, for the latest InvestmentNews podcast hosted by Senior Columnist and reporter, Bruce Kelly. In this episode, we dive into the expanding realm of alternative investments and explore why these assets are capturing the attention of both advisors and individual investors. David and Aaron share their unique perspectives on the future of investing, discussing how new innovations are making alternative investments more accessible and manageable for the wealth management community. During this podcast, you will gain key insights into the macro-outlook for private markets, the importance of diversity and downside protection, as well as the challenges and strategies surrounding investing in alternatives. Highlights include: • The expansive growth opportunities for private markets and alternatives among advisors and individual investors • Key factors impacting adoption – access, education, and experience – and how fund managers are addressing each in order to attract new investment • Technological advancements and rapid innovation taking place to facilitate greater access and flexibility in private markets and alternatives To learn more, press play and listen to the podcast

The exodus of doctors and nurses, the mountains of complaints from patients, the lawsuit from North Carolina's Attorney General. Those are just the broad areas of fallout in the five years since HCA Healthcare purchased Asheville's formerly not-for-profit Mission Hospital.The Asheville Watchdog is a nonprofit investigative news outlet that has been out front on the local reporting on this. A few hundred people came out Jan. 23 for a Watchdog forum at A-B Tech designed to answer a single question: What can we do to restore better healthcare in WNC?This episode features the opening remarks from the five panelists: Drs. R. Bruce Kelly and Clay Ballantine, Brevard Mayor Maureen Copelof, nurse and patient advocate Karen Sanders and Democratic State Senator Julie Mayfield of Asheville.The section of the forum devoted to questions and answers with the same panelists is featured in a separate episode of this podcast.Get five news headlines from around Asheville in your morning inbox. No ads, no spam—simple as that. Subscribe for free to the First Look newsletter from The Overlook.Support The Overlook by joining our Patreon campaign!Advertise your event on The Overlook.Instagram: AVLoverlook | Facebook: AVLoverlook | Twitter: AVLoverlookListen and Subscribe: All episodes of The OverlookThe Overlook theme song, "Maker's Song," comes courtesy of the Asheville band The Resonant Rogues.Podcast Asheville © 2023

What Can We Do to Restore Better Healthcare in WNC? The nonprofit investigative news outlet the Asheville Watchdog posed that question in a Jan. 23 public forum at A-B Tech. In this episode, Watchdog editor Peter Lewis moderates a panel with Drs. R. Bruce Kelly and Clay Ballantine, Brevard Mayor Maureen Copelof, nurse and patient advocate Karen Sanders and Democratic State Senator Julie Mayfield of Asheville.The opening comments at the forum from the same panelists are featured in a separate episode of this podcast.Get five news headlines from around Asheville in your morning inbox. No ads, no spam—simple as that. Subscribe for free to the First Look newsletter from The Overlook. Support The Overlook by joining our Patreon campaign!Advertise your event on The Overlook.Instagram: AVLoverlook | Facebook: AVLoverlook | Twitter: AVLoverlookListen and Subscribe: All episodes of The OverlookThe Overlook theme song, "Maker's Song," comes courtesy of the Asheville band The Resonant Rogues.Podcast Asheville © 2023

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.

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.

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.

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.

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.

Bruce Kelly has been a personal fitness trainer for 40 years and is the author of the upcoming book Ageless Athleticism. In this interview, we discuss the benefits of exercise for older adults, including power training. We also talk about the questions people should ask fitness trainers before they hire them.  Connect with Bruce Kelly and get on his newsletter list Email: BKellyLimerick@gmail.com Instagram Craggaelic123 Order My Rhabdo Book Rhabdomyolysis is a painful and serious side effect of exercise that you need to know about. Education is the best defense. I've been teaching about rhabdo for over 10 years. If you are in the US, you can order it directly from me.  Purchase My Rhabdo Book Order on Amazon   Connect with me: Joe-Cannon.com SupplementClarity.com YouTube   About I have an MS in exercise science and a BS in biology & chemistry. I've been helping people understand dietary supplements for over 20 years using an evidence-based approach and have written several books including Rhabdo, the first book about exercise-induced rhabdomyolysis.   Disclaimer: Episodes are for information only. I'm NOT a medical doctor. NO medical advice is given or implied. ALWAYS consult your doctor for the best health advice for you. I participate in the Amazon Associates program.  

Interview with Joseph Bathanti, former North Carolina Poet Laureate and Dr. Bruce Kelly, retired Assistant Chief of Primary Care at the Charles George VA Medical Center.THE WRITE TO HEAL: SOLDIERS DEEP DIVE INTO STORYTELLING In this limited six-episode audio series, Artist Soapbox speaks with life-changers – people who champion creative writing as a catalyst for soldiers' healing, as well as soldiers whose lives have been radically transformed through story. The interviews are conducted by Tamara Kissane, Artist Soapbox producer and 2020 Piedmont Laureate, with June Guralnick, 2022 Raleigh Medal of Arts recipient and creative writing teacher for veterans.GUEST BIOSJOSEPH BATHANTI, former Poet Laureate of North Carolina (2012-14) and recipient of the North Carolina Award in Literature, is the author of nineteen books, most recently Light at the Seam from LSU Press in 2022. Bathanti is the McFarlane Family Distinguished Professor of Interdisciplinary Education at Appalachian State University in Boone, N.C. He served as the 2016 Charles George VA Medical Center Writer-in-Residence in Asheville, N.C., and is the co-founder of the Medical Center's Creative Writing Program. The Act of Contrition & Other Stories, winner of the EastOver Prize for Fiction, is forthcoming from EastOver Press in fall of 2023. For more information on Bathanti's work, visit: https://english.appstate.edu/faculty-staff/directory/joseph-bathanti.BRUCE KELLY, MD is retired Assistant Chief of Primary Care at the Charles George VA Medical Center in Asheville, N.C. In 2014, along with former North Carolina Poet Laureate Joseph Bathanti, he co-founded a creative writing program for Vietnam veterans with PTSD as the central feature of a broader Medical Humanities program. He has been witness to the truth of this quote by poet Muriel Rukeyser: "The universe is not made up of atoms, it's made up of stories."KENNETH EDWARD FAUSTMAN (1946-2023) served in the US Army during the Vietnam War. He was awarded a military merit from South Vietnam in honor of exceptional service. He was a proud veteran who participated in the Honor flight that took him to the Vietnam War Memorial in Washington, D.C. in 2022. After his service he obtained his bachelor's degree as an Industrial Engineer from the University of Wisconsin, Platteville. He used his degree to improve the world he lived in, as a teacher and construction manager.EPISODE LINKSBrothers Like TheseTranscriptCREDITSTHE WRITE TO HEAL: SOLDIERS DEEP DIVE INTO STORYTELLING is a production of Artist Soapbox in partnership with June Guralnick.This series is dedicated to the memory of David Brave Heart.The intro montage is sound engineered by Royce Froehlich, and music in both the intro and outro are by David Brave Heart, with additional music by Louis Wilkinson.Post-production is by Tamara Kissane and Jasmine Hunjan.WHEN I WRITE I FEEL… CONTRIBUTORSJenny BaileyLinda BelansGail Ashby BryantKammie DeGhetoChuck GalleLinda GilesJune GuralnickPJ HarperKirsten HowardTamara KissaneAllie McDonaldRay OwenShirley PerrySande SouthworthScott Charles WhittemoreNorah & SusannahFor more information, see

Kyle Guske, investment analyst at New Constructs, says that while the firm's research shows that 73 percent of companies are overstating their core earnings when adding in one-time events and other factors that are part of what's known as 'street earnings,' he sees five companies with the most overblown numbers as ready for a fall, identifying MGM Resorts, PG and E Corp, Boston Scientific, Fiserv and PPL Corp. Bruce Kelly, senior columnist at  InvestmentNews, discusses the latest lawsuit facing financial guru Dave Ramsey, over recommendations about a time-share workout firm that did not, well, work out, deep-value investor Michael Campagna of Moerus Capital in the Market Call, and Chuck talks about the sneaky but necessary path a fund company took to get shareholders -- himself included -- to vote their proxy.