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
Grubb & Ellis Healthcare REIT II, American Realty Capital Trust are raising dividends
ALTERNATIVES JAN 05, 2012
Grubb & Ellis Healthcare REIT II, American Realty Capital Trust are raising dividends

INDEPENDENT BROKER DEALERS JAN 04, 2012
Sterne Agee seen continuing push in indie B-D market

The independent-contractor-brokerage industry continues to see consolidation.

FINTECH JAN 01, 2012
LPL to unveil technology push

LPL Financial LLC will soon take the wraps off a major technology initiative intended to appease its 12,799 reps and advisers.

INDEPENDENT BROKER DEALERS JAN 01, 2012
Indie stars dim on small B-D future

This year has meant big changes for some superstar financial advisers, with the latest, Ric Edelman, expressing his deep displeasure with the economics of the independent-brokerage business

PRACTICE MANAGEMENT JAN 01, 2012
Ron Carson announces adviser hire for new RIA

Well-known veteran investment adviser Rob Isbitts will oversee investments for Ron Carson's new RIA.

'T-minus' Buffet enters the private placement biz
RIA NEWS DEC 29, 2011
'T-minus' Buffet enters the private placement biz

Firm that bears no relationship to the Oracle of Omaha or Berkshire Hathaway filed offering with the SEC last month

INDEPENDENT BROKER DEALERS DEC 25, 2011
Private-equity firm's spending spree continues

COR Securities agrees to buy clearing firm, makes offer for holding company of two indie B-Ds

ALTERNATIVES DEC 21, 2011
Popular property trust receives first hostile bid for nontraded REIT

Advisers shuffle off in Buffalo as firm closes
PRACTICE MANAGEMENT DEC 15, 2011
Advisers shuffle off in Buffalo as firm closes

A small broker-dealer in Buffalo is shutting down next year because its five teams of financial advisers want to find a better fit for their individual businesses.

INDEPENDENT BROKER DEALERS DEC 15, 2011
Will broker-dealer consolidation continue in 2012?

Facing tremendous economic pressure and regulatory hurdles, small and midsize broker-dealers will continue to close, leaving hundreds and perhaps thousands of registered representatives and investment advisers seeking new homes for their books of business next year, executives and consultants said.

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