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"

Read the latest stories by Bruce

Bruce Kelly
Displaying 3542 results
INDEPENDENT BROKER DEALERS SEP 27, 2012
AIG to buy Woodbury Financial

The Hartford Financial Services Group Inc. is selling Woodbury, which has 1,400 reps and advisers, as part of a wide restructuring.

RIA NEWS SEP 23, 2012
Carson has a kit for indies

PRACTICE MANAGEMENT SEP 23, 2012
Goal is to ensure continuity for clients, not just succession

REGULATION, LEGAL & COMPLIANCE SEP 23, 2012
$6M in investor funds goes missing from trust

UBS on LPL: Sell
INDEPENDENT BROKER DEALERS SEP 19, 2012
UBS on LPL: Sell

In something of a surprise, a UBS analyst downgraded his outlook for the broker-dealer. Why? Marginal margins and sales of nontraded REITs.

RIA NEWS SEP 16, 2012
Rodman & Renshaw is on verge of shutting

INDEPENDENT BROKER DEALERS SEP 16, 2012
Top rep in AIG B-D network joins Sterne Agee

Star adviser who bolted Royal Alliance says AIG bosses 'didn't understand culture'
INDEPENDENT BROKER DEALERS SEP 11, 2012
Star adviser who bolted Royal Alliance says AIG bosses 'didn't understand culture'

Meg Green, who left Royal Alliance for Sterne Agee, says bosses at former parent company AIG 'didn't understand culture'.

Popular nontraded REIT puts development into bankruptcy
ALTERNATIVES SEP 07, 2012
Popular nontraded REIT puts development into bankruptcy

Latest news from Behringer Harvard 'doesn't bode well for shareholders,' says due diligence expert

ALTERNATIVES SEP 06, 2012
REIT values are up, but so is skepticism

Some industry experts greeted the higher values of nontraded real estate investment trusts with a degree of skepticism, pointing to an overall problem in valuing REITs.