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Bruce Kelly

Senior Columnist, Independent Broker-Dealers and Wirehouses

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Bruce Kellyhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=BKELLY&maxw=220&cci_ts=20180718192831

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.

Recent Articles

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Morgan Stanley CEO is happy that brokers are staying put

Jul 18, 2018

Firm has seen little attrition since it dumped the broker protocol last fall, Gorman says

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Cetera Financial Group close to announcing its acquisition by private equity

Jul 17, 2018

Details of sale to one or more P-E firms could be announced as early as today

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Merrill Lynch: Compensation plan paying off in new business

Jul 16, 2018

Wirehouse said gross new household acquisitions by experienced advisers were up 71% in the first half of the year

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Wells Fargo Advisors continues to see a decline in brokers

Jul 13, 2018

Company also set aside $114 million over fees for rich clients

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Are nontraded REIT sales back from the dead?

Jul 12, 2018

Sales could hit $5.1 billion this year, up from $4.2 billion in 2017, according to Robert A. Stanger & Co. Inc.

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Investors wait for financial statements from leading seller of alternative investments

Jul 11, 2018

GPB, which offers private placements, also cut the distribution rate on one of its funds

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Fired Merrill Lynch star broker Bruce Lee starts own RIA

Jul 11, 2018

The 32-year industry veteran, whose team at Merrill had $2.9 billion in assets, launches Keebeck Wealth Management in Chicago

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District judge sets deadline in DOL fiduciary rule case

Jul 10, 2018

Industry plaintiffs who succeeded in vacating the regulation filed a motion seeking no further action

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Georgia decision on broker protocol could have wide impact

Jul 9, 2018

How will the four wirehouses react to this news?

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New tools to protect elderly from fraud, exploitation

Jul 7, 2018

The Senior Safe Act and new Finra rules are the latest initiatives to encourage advisers to intervene in cases of elder financial fraud. But the measures don't guarantee advisers won't be sued

View all stories by Bruce »

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