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Bruce Kelly

Senior Columnist, Independent Broker-Dealers and Wirehouses

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Bruce Kellyhttps://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=BKELLY&maxw=220&cci_ts=20190422144428

A former middle school and high school English teacher, Bruce Kelly started at InvestmentNews in 2000 as the brokerage reporter after a two-year stint at sister publication Pensions & Investments. He writes a bi-weekly, award winning column, On Advice, and covers the independent broker-dealer industry.

Recent Articles

IBD

IBD report: Another impressive year

Apr 20, 2019

Despite a stock market decline, revenue is up. And the streak isn't expected to end anytime soon

Merrill-main

For Merrill Lynch, emphasis on new clients and cross-selling paying off

Apr 16, 2019

The Thundering Herd is doing more business with new households

BizManCookieJar

Sales of unregistered securities are a growing problem that's harming investors — and the industry

Apr 13, 2019

The practice is dangerous and giving the industry a black eye — so what can financial advisers do to stop it?

Wells Fargo-main

Headcount at Wells Fargo Advisors continues to slide

Apr 12, 2019

Firm lost another 140 advisers in the first quarter, compared with 106 the previous quarter

move-main

After losing billions in assets, giant hybrid RIA set to open broker-dealer

Apr 11, 2019

Independent Financial Partners to launch IFP Securities in May

merrill-main

Will Merrill Lynch plan to add fresh advisers to offices be a boon — or a bust?

Apr 10, 2019

Referrals between newer and experienced advisers key to the hiring of 300 new advisers

Veterans-main

Air Force veteran-turned-adviser clashes with First Command

Apr 4, 2019

Adviser seeks $10 million in damages in dispute over copyrighted sales materials

Diversity-main

Fintech has opportunity to hire diverse workforce

Apr 2, 2019

Startups more likely than established firms to tackle diversity

Wells-Fargo-main

Wells Fargo taps company veteran as interim head of wealth management

Mar 25, 2019

Tim Traudt replaces Jay Welker at the start of next month

voya-main

Voya Financial Advisors exposes more sensitive adviser information on its website

Mar 22, 2019

List of top advisers at the firm comes after Social Security numbers were put at risk

View all stories by Bruce »

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