A former middle school and high school English teacher, Bruce Kelly started at InvestmentNews in 2000 as the brokerage reporter after a two-year stint at sister publication Pensions & Investments. He writes a bi-weekly, award winning column, On Advice, and covers the independent broker-dealer industry.
Jun 24, 2017
At one time, major brokerage houses ran large, expensive training programs for thousands of young brokers, and now it looks as if they are about to return to that model.
Jun 22, 2017
He will be replaced by Scott Seese, most recently at American Express, and known for being a 'digital disruptor'
Jun 21, 2017
Lisa McAlister acknowledges she has lied before, but asserts she's telling the truth now
Jun 17, 2017
Former exec says he repeatedly warned of accounting mistakes in REIT financials
Jun 16, 2017
With regulations and other factors changing the marketplace, the publicly traded REIT will focus on its core business in the net lease market
Jun 16, 2017
Attorney questions why Ryan Steel didn't raise accounting concerns with firm's auditor or law firm
Jun 15, 2017
A former high-ranking executive testified that he repeatedly raised warnings of an accounting error at the real estate investment trust
Jun 14, 2017
Mr. Block last year pleaded not guilty to charges, including conspiracy and securities fraud, stemming from accounting at the REIT once controlled by Nicholas Schorsch
Jun 6, 2017
The firm is cutting more than 1,500 funds that no longer meet its due diligence standards
Jun 2, 2017
The firm has created a new role, head of the field, and eliminated division-level leadership positions