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Bruce Kelly

Senior Columnist

Bruce Kellyhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=BKELLY&maxw=220&cci_ts=20170624131227

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


Wirehouse training programs are back

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.


LPL losing tech guru Victor Fetter

Jun 22, 2017

He will be replaced by Scott Seese, most recently at American Express, and known for being a 'digital disruptor'


Brian Block's lawyer portrays prosecution witness as a liar

Jun 21, 2017

Lisa McAlister acknowledges she has lied before, but asserts she's telling the truth now


ARCP's accounting takes center stage at Brian Block's fraud trial

Jun 17, 2017

Former exec says he repeatedly warned of accounting mistakes in REIT financials

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W.P. Carey exiting the nontraded REIT business

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


Defense hits key government witness in Brian Block fraud trial

Jun 16, 2017

Attorney questions why Ryan Steel didn't raise accounting concerns with firm's auditor or law firm


Accounting at ARCP center of fraud charges against Brian Block

Jun 15, 2017

A former high-ranking executive testified that he repeatedly raised warnings of an accounting error at the real estate investment trust

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Trial begins for former CFO of ARCP, Brian Block

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


Ameriprise slashes number of funds available to advisers ahead of DOL fiduciary rule

Jun 6, 2017

The firm is cutting more than 1,500 funds that no longer meet its due diligence standards


Morgan Stanley overhauls senior leadership in its wealth management unit

Jun 2, 2017

The firm has created a new role, head of the field, and eliminated division-level leadership positions

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