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
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YOUR PRACTICE PRACTICE MANAGEMENT MAY 08, 2013
LPL to settle over e-mail surveillance

RETIREMENT RETIREMENT PLANNING MAY 06, 2013
MetLife adviser ranks thinning out fast after cuts

MetLife has trimmed a third of its adviser force amid a push to save $150 million a year by 2014. Question is, are the job cuts over?

INVESTING ALTERNATIVES MAY 05, 2013
Nontraded REIT will list on NYSE

INVESTING ALTERNATIVES MAY 05, 2013
Nontraded REIT will list on NYSE

INVESTING ALTERNATIVES MAY 05, 2013
Finra: REIT information misleading

NEWS WIREHOUSES MAY 02, 2013
UBS advisers break $1M revenue mark

The average revenue per adviser was a record $1,001,000

INVESTING ALTERNATIVES APR 28, 2013
Cole III rejects latest offer from American Realty Capital

Cole Credit Property Trust III rejected the latest offer from American Realty Capital but CEO Nick Schorsch says he may bid again. Bruce Kelly explains the latest twist.

NEWS BROKER DEALERS APR 28, 2013
Montana regulators target LPL REIT sales

Bruce Kelly reports that LPL management was caught off guard by news that Montana is probing the brokerage's sale of nontraded REITs.

NEWS BROKER DEALERS APR 26, 2013
LPL facing more complaints about REIT sales

Report claims Montana preparing case against multiple LPL brokers.

RETIREMENT RETIREMENT PLANNING APR 26, 2013
LPL ordered to pay $2M in restitution

Massachusetts Securities Division seeks payment to investors who bought shares of nontraded real estate investment trusts

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