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
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ALTERNATIVES MAY 10, 2013
REIT trade group issues valuation guidelines

The Investment Program Association issued guidelines today that addressed the thorny issue of how to place a value on nontraded real estate investment trusts.

Recruiting slows for LPL, Raymond James in otherwise solid quarter
INDEPENDENT BROKER DEALERS MAY 10, 2013
Recruiting slows for LPL, Raymond James in otherwise solid quarter

Recruiting slows for LPL, Raymond James in otherwise solid quarter as reps and advisers stay put to keep focus on clients amid stock market rally.

PRACTICE MANAGEMENT MAY 08, 2013
LPL to settle over e-mail surveillance

RETIREMENT PLANNING MAY 06, 2013
MetLife adviser ranks thinning out fast after cuts

MetLife has trimmed a third of its adviser force amid a push to save $150 million a year by 2014. Question is, are the job cuts over?

ALTERNATIVES MAY 05, 2013
Nontraded REIT will list on NYSE

ALTERNATIVES MAY 05, 2013
Nontraded REIT will list on NYSE

ALTERNATIVES MAY 05, 2013
Finra: REIT information misleading

WIREHOUSES MAY 02, 2013
UBS advisers break $1M revenue mark

The average revenue per adviser was a record $1,001,000

ALTERNATIVES APR 28, 2013
Cole III rejects latest offer from American Realty Capital

Cole Credit Property Trust III rejected the latest offer from American Realty Capital but CEO Nick Schorsch says he may bid again. Bruce Kelly explains the latest twist.

INDEPENDENT BROKER DEALERS APR 28, 2013
Montana regulators target LPL REIT sales

Bruce Kelly reports that LPL management was caught off guard by news that Montana is probing the brokerage's sale of nontraded REITs.