Bruce Kelly

InvestmentNews

Bruce Kelly

Senior Columnist

26 years experience

Bruce's specialty topics

Legal and compliance Advisor compensation Alternative investments

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.

How I think about writing for this industry…

“I love covering the financial advice business. We write about financial advisors and how they care about clients' lifesavings - what is more important than that?”

Awards and recognition

  • 2 SABEW awards
  • Neal Award

Also published by

Co-author of "Financial Serial Killers"

Featured content from Bruce

It’s the age of risk, and the financial advice industry is blowing it Beneficient, GWG boss spent $59 million on home improvements during time of alleged fraud scheme Broker-dealers got more than $100 million from selling bankrupt Inspired Healthcare’s deals

Education

  • B.A., Rutgers College
  • M.S., Columbia Journalism School

Read the latest stories by Bruce

Bruce Kelly
Displaying 3542 results
ALTERNATIVES FEB 26, 2013
Nontraded REIT group in tit-for-tat with NY Times

A group representing the nontraded-REIT industry has gotten into a war of words with The New York Times. Here's what the fuss is about.

ALTERNATIVES FEB 26, 2013
Payoff in nontraded REIT deal

In a merger of popular REITs, Cole Credit Property Trust II is combining with publicly traded Spirit Realty Capital.

In a wirehouse first, Merrill offers a nontraded REIT
ALTERNATIVES FEB 22, 2013
In a wirehouse first, Merrill offers a nontraded REIT

Don't look now, but Merrill Lynch is hawking a nontraded REIT -- the first wirehouse to do so. Should broker-dealers be worried?

INDEPENDENT BROKER DEALERS FEB 13, 2013
Clouds gathering over independent B-D owner Belesis

As Nemo approaches, Bruce Kelly reports that a dark patch also appears to be gathering over B-D owner -- and media darling -- Anastasios 'Tommy' Belesis.

EQUITIES FEB 10, 2013
Strategist turned adviser says bull market is here

Bernstein sees similarities to early 1980s

FINTECH FEB 10, 2013
Q&A: LPL Financial's Victor Fetter Outsider brings fresh eyes to the world of advisers

The former chief information officer of Online at Dell had never worked in the brokerage industry before.

INDEPENDENT BROKER DEALERS FEB 06, 2013
LPL to reduce head count in 3Q

WIREHOUSES FEB 05, 2013
UBS advisers break $1 million per FA revenue mark

UBS advisers surpass the $1 million-per-FA revenue mark as the bank's U.S. wealth unit is the lone bright spot in a rough quarter. Bruce Kelly reports.

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.

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