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 3236 results
INVESTING ALTERNATIVES JUN 02, 2013
American Realty strikes $2.2B deal for a traded REIT

Property company's buying binge rolls on; rebuffed in March by Cole

RETIREMENT RETIREMENT PLANNING JUN 02, 2013
Questions raised about Allied Beacon's financial health

YOUR PRACTICE PRACTICE MANAGEMENT JUN 01, 2013
Recruiting slows to a trickle at LPL; pickup months away

CEO Casady says strong markets keeping advisers put though firm's pipeline is building.

NEWS BROKER DEALERS MAY 30, 2013
Ex-LPL adviser charged with stealing $2M from clients

LPL finds itself in the headlines for the third time this week as a former adviser gets charged by the SEC for stealing $2 million from clients.

INVESTING ALTERNATIVES MAY 28, 2013
Finra plan could upend illiquid investment reporting

SRO offers options on valuing vehicles like nontraded REITS on account statements.

INVESTING ALTERNATIVES MAY 26, 2013
Schorsch is taking REIT B-D public

Industry maverick planning another liquidity event

NEWS INDUSTRY NEWS MAY 26, 2013
Siblings leave Morgan Stanley

NEWS INDUSTRY NEWS MAY 24, 2013
It's official: Royal Alliance Associates CEO Tambaro to retire at yearend

Business development chief Goldin to take over for well-regarded veteran.

NEWS BROKER DEALERS MAY 24, 2013
AIG completes Woodbury Financial Services deal

Insurer's B-D group now has more than 6,000 independent reps and advisers.

NEWS BROKER DEALERS MAY 24, 2013
Woodbury reps set to cash in: recruiters

Recruiters say management at Woodbury Financial, which is being acquired by AIG's broker-dealer, has doubled down on retention packages in a bid to keep reps in their seats.