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Bruce Kelly

Senior Columnist, Independent Broker-Dealers and Wirehouses

Bruce Kellyhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=BKELLY&maxw=220&cci_ts=20180423034451

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


Things are looking up: IBDs soared in 2017

Apr 21, 2018

With revenue up, interest rates rising and regulation easing, IBDs are soaring


Morgan Stanley's success looks long in the tooth to analyst

Apr 16, 2018

Sanford C. Bernstein & Co. analyst Christian Bolu, concerned over stalled adviser growth and what it means for lending and deposit growth, believes the stock will "under perform"


Merrill Lynch's incentives for new accounts paying off

Apr 16, 2018

Rewarding brokers who sign up new high-net-worth households — and penalizing those who don't — is working, according to the firm

J.P. Morgan-main

J.P. Morgan, ex-broker move dispute over clients from court to Finra arbitration

Apr 13, 2018

Firm had filed a lawsuit against Ryan C. May, alleging he was soliciting old clients in violation of his employment agreement

Wells Fargo-main

Wells Fargo Advisors continues to bleed reps

Apr 13, 2018

In the latest quarter, the broker-dealer suffered a net loss of 145 brokers

J.P. Morgan-main

J.P. Morgan Securities seeks temporary restraining order against ex-broker in Illinois

Apr 11, 2018

Firm alleges that Ryan C. May, now working for Ameriprise, violated the terms of his employment contract and the terms of the broker protocol for recruiting agreement


Woodbury latest firm to expand by adding bank brokers

Apr 10, 2018

Acquisition of Capital One's advisers represents growing trend among independent broker dealers


Morgan Stanley continues its mutual fund overhaul

Mar 30, 2018

The firm is working on reducing the number of funds on its platform further and will be converting some funds investors hold from C shares into A shares


Merrill Edge looks to hire 300 advisers in 2018

Mar 29, 2018

Online brokerage platform also plans to open 600 new investment centers by 2020


Independent broker-dealers open up their coffers as fight for talent turns fierce

Mar 28, 2018

One factor was the competition for NPH advisers as IBDs record double-digit increases in the amount spent on forgivable loans

View all stories by Bruce »


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