Bruce Kelly

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.

Bruce Kelly
Displaying 3237 results
NEWS BROKER DEALERS OCT 03, 2013
LPL to shut start-up aimed at mass-market investors

Plug gets pulled on a venture that promised to train young advisers to work with mass-market clients.

INVESTING EQUITIES OCT 02, 2013
Fed tapering decision could knock shares of LPL, RJ

Analyst says rally based on rising interest rates, a likelihood pushed into future.

NEWS REGULATION AND LEGISLATION OCT 02, 2013
Citigroup Global — formerly Smith Barney — hit with $3.1M arbitration award

Citigroup Global gets hit with a $3.1 million arbitration award after investors claimed a former Smith Barney broker steered them to a real estate development that folded. Bruce Kelly reports.

RETIREMENT RETIREMENT PLANNING OCT 02, 2013
Brash REIT boss hires his opposite

Hard-charging Schorsch hires white-shoe Roth to run broker-dealer.

INVESTING ALTERNATIVES OCT 02, 2013
Advisor Group cuts ties with popular REIT sponsor

Advisor Group ends its selling agreement with nontraded REIT sponsor Cole Holdings, citing a $127M self-payment as a major factor.

INVESTING ALTERNATIVES SEP 25, 2013
Schorsch to close ARC V, bidding adieu to net-lease real estate deals

Currently hot, net lease sector could cool off quickly if interest rates rise.

INVESTING ALTERNATIVES SEP 25, 2013
Schorsch strikes again with deal to acquire a nontraded REIT in his empire

REIT king holding fourth "liquidity event" in two years for one of his nontraded REITs, pushing his enterprise's pro-forma value up near $10 billion.

INVESTING ALTERNATIVES SEP 23, 2013
Allocate enough in alts to make a difference

Live from the <i>InvestmentNews</i> Alternatives Investments Conference, the debate rages on over how much investors should be putting into alts. What do you consider the perfect percentage?

NEWS REGULATION AND LEGISLATION SEP 22, 2013
Citigroup to pay arb award over soured real estate

NEWS RIAS SEP 20, 2013
Awaiting profit stream from rising rates