Bruce Kelly

Bruce is Senior Columnist for InvestmentNews, a leading publication for financial advisors and the wealth management industry.

An award-winning journalist, Bruce’s career at InvestmentNews began in 2000, two years after the launch of the newspaper. He has covered the brokerage industry ever since, focusing on financial advisors’ pay, the products they sell, and the firms on and off Wall Street where they work.

His reporting in the financial crisis 2008 and thereafter shed light on the many shortcomings of the financial advice industry, from weak regulation to the collapse of many broker-dealers.

Bruce writes an award-winning column, On Advice, and his daily breaking news reports give clarity and insight into what’s happening behind closed doors at the largest brokerage firms in the country.

Before becoming a journalist, Bruce taught middle school and high school English in Manhattan and Caracas, Venezuela, for a decade. He is the co-author of a 2010 book, “Financial Serial Killers,” and has two children.

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

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

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.

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.

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.

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?

REGULATION, LEGAL & COMPLIANCE SEP 22, 2013
Citigroup to pay arb award over soured real estate

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

RIA NEWS SEP 19, 2013
In a MedCap case, N.J. Supremes say arbitration has limits

An investor in a Medical Capital lawsuit gets a ruling from New Jersey's highest court that he'll be able to pursue action against an adviser and an accounting firm. <i>Plus: <a href=&quot;http://www.investmentnews.com/article/20130808/FREE/130809928&quot;>Ex-stockbroker found guilty of fraud in MedCap sales</a> </i>

RIA NEWS SEP 15, 2013
A novel idea

An industry vet pitches ideas to Finra brass on how regulators and reps can work together to protect investors and create more streamlined and efficient compliance for advisers. Imagine that.

INDEPENDENT BROKER DEALERS SEP 11, 2013
Symetra to sell its broker-dealer to John Hancock

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