Bruce Kelly

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.

Bruce Kelly
Displaying 3143 results
INVESTING ALTERNATIVES SEP 25, 2013
Schorsch to close ARC V, bidding adieu to net-lease real estate deals

Currently hot, net lease sector could cool off quickly if interest rates rise.

INVESTING ALTERNATIVES SEP 25, 2013
Schorsch strikes again with deal to acquire a nontraded REIT in his empire

REIT king holding fourth "liquidity event" in two years for one of his nontraded REITs, pushing his enterprise's pro-forma value up near $10 billion.

INVESTING ALTERNATIVES SEP 23, 2013
Allocate enough in alts to make a difference

Live from the <i>InvestmentNews</i> Alternatives Investments Conference, the debate rages on over how much investors should be putting into alts. What do you consider the perfect percentage?

NEWS REGULATION AND LEGISLATION SEP 22, 2013
Citigroup to pay arb award over soured real estate

NEWS RIAS SEP 20, 2013
Awaiting profit stream from rising rates

NEWS INDUSTRY NEWS SEP 19, 2013
In a MedCap case, N.J. Supremes say arbitration has limits

An investor in a Medical Capital lawsuit gets a ruling from New Jersey's highest court that he'll be able to pursue action against an adviser and an accounting firm. <i>Plus: <a href=&quot;http://www.investmentnews.com/article/20130808/FREE/130809928&quot;>Ex-stockbroker found guilty of fraud in MedCap sales</a> </i>

NEWS INDUSTRY NEWS SEP 15, 2013
A novel idea

An industry vet pitches ideas to Finra brass on how regulators and reps can work together to protect investors and create more streamlined and efficient compliance for advisers. Imagine that.

NEWS BROKER DEALERS SEP 11, 2013
Symetra to sell its broker-dealer to John Hancock

NEWS RIAS SEP 09, 2013
Is Investors Capital in play?

Spike in trading and share price fuel speculation that B-D parent is acquisition target.

Another RIA acquisition — and it's in California again
NEWS RIAS SEP 09, 2013
Another RIA acquisition — and it's in California again

Beacon Pointe to buy Wealth Management Network on Monday; a trend?