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
Displaying 3504 results
EQUITIES FEB 01, 2013
Uncertainty is bullish for stocks: Bernstein

Market strategist turned adviser says many similarities today to early '80s bull.

REGULATION, LEGAL & COMPLIANCE JAN 28, 2013
Live! OneVoice2013: Fiduciary rule tops FSI's 2013 priority list

Regulatory reform and protecting independent contractor reps also big.

RETIREMENT PLANNING JAN 27, 2013
Cole gets big payoff in nontraded-REIT deal

REGULATION, LEGAL & COMPLIANCE JAN 27, 2013
More trouble for Thompson

INDEPENDENT BROKER DEALERS JAN 25, 2013
LPL raises fees for second-straight year, cuts incentives

For the second-straight year, LPL plans to raise the fees its reps must pay. The reason? For one, higher insurance costs. The B-D is also cutting some bonuses.

Thompson National Properties ducks default but cuts interest payments
ALTERNATIVES JAN 25, 2013
Thompson National Properties ducks default but cuts interest payments

PRACTICE MANAGEMENT JAN 20, 2013
B-Ds' parent raises cash, shakes up management

National Holdings raising nearly $9M in private placement

INDEPENDENT BROKER DEALERS JAN 20, 2013
Choppy waters persist

RETIREMENT PLANNING JAN 20, 2013
All's not well as Wells throws in towel on REIT offerings

Nontraded-REIT valuations holding steady at year-end
ALTERNATIVES JAN 15, 2013
Nontraded-REIT valuations holding steady at year-end

It's been a rough stretch for nontraded REITs. But recent re-pricings suggest the valuations of the property trusts may have finally found a floor.