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
NEWS BROKER DEALERS SEP 27, 2012
AIG to buy Woodbury Financial

The Hartford Financial Services Group Inc. is selling Woodbury, which has 1,400 reps and advisers, as part of a wide restructuring.

YOUR PRACTICE PRACTICE MANAGEMENT SEP 23, 2012
Goal is to ensure continuity for clients, not just succession

NEWS REGULATION AND LEGISLATION SEP 23, 2012
$6M in investor funds goes missing from trust

NEWS INDUSTRY NEWS SEP 23, 2012
Carson has a kit for indies

UBS on LPL: Sell
NEWS BROKER DEALERS SEP 19, 2012
UBS on LPL: Sell

In something of a surprise, a UBS analyst downgraded his outlook for the broker-dealer. Why? Marginal margins and sales of nontraded REITs.

NEWS INDUSTRY NEWS SEP 16, 2012
Rodman & Renshaw is on verge of shutting

NEWS RIAS SEP 16, 2012
Top rep in AIG B-D network joins Sterne Agee

Star adviser who bolted Royal Alliance says AIG bosses 'didn't understand culture'
NEWS BROKER DEALERS SEP 11, 2012
Star adviser who bolted Royal Alliance says AIG bosses 'didn't understand culture'

Meg Green, who left Royal Alliance for Sterne Agee, says bosses at former parent company AIG 'didn't understand culture'.

Popular nontraded REIT puts development into bankruptcy
INVESTING ALTERNATIVES SEP 07, 2012
Popular nontraded REIT puts development into bankruptcy

Latest news from Behringer Harvard 'doesn't bode well for shareholders,' says due diligence expert

INVESTING ALTERNATIVES SEP 06, 2012
REIT values are up, but so is skepticism

Some industry experts greeted the higher values of nontraded real estate investment trusts with a degree of skepticism, pointing to an overall problem in valuing REITs.