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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RETIREMENT RETIREMENT PLANNING MAR 21, 2013
Nontraded REIT Cole in deal with sponsor, manager

Merger is one of a recent spate of nontraded REITs that have announced mergers or listings in an industry that has been roundly criticized for not giving investors a return or way out of the investments

RETIREMENT RETIREMENT PLANNING MAR 17, 2013
Shareholders dog top nontraded REIT

NEWS REGULATION AND LEGISLATION MAR 17, 2013
REIT bigwig Thompson a target

Finra looking into why his brokerage allegedly failed to turn over requested documents

NEWS INDUSTRY NEWS MAR 12, 2013
Biggest nontraded REIT being dogged by its own shareholders

Inland American Real Estate Trust Inc. investors are jumping on an SEC investigation into false valuations and excess fees at the nontraded REIT.

RETIREMENT RETIREMENT PLANNING MAR 12, 2013
Real estate maven Tony Thompson falls on hard times

NEWS RIAS MAR 03, 2013
Two MetLife B-Ds on Cetera's radar

Company is said to be pursuing an acquisition of one or more broker-dealers

Regions back in the securities business with Cetera deal
NEWS RIAS MAR 01, 2013
Regions back in the securities business with Cetera deal

After the sale of Morgan Keegan, bank inks deal with indie B-D to provide investment services to its customers.

Ex-MSSB exec: I was fired for whistleblowing
NEWS WIREHOUSES MAR 01, 2013
Ex-MSSB exec: I was fired for whistleblowing

A former executive at MSSB claims he was fired because, among other things, he threatened to expose churning of preferred stock by a star rep.

NEWS BROKER DEALERS MAR 01, 2013
Cetera's indie B-Ds get name change

Rebranding campaign triggered by recent purchase of Genworth unit; brokerages to remain autonomous

NEWS INDUSTRY NEWS FEB 28, 2013
LPL ordered to pay $2M in restitution

Early on Wednesday, LPL management announced that the company posted record revenue in 2012 — but saw profits drop. Later, the B-D agreed to pay restitution to clients who bought shares in nontraded REITs.