Mark Bruno

Mark started with us as a reporter at our sister publication 'Financial Week' in 2005 and rose to become Associated Publisher (in 2013) and then Managing Director (2018) of InvestmentNews. In 2020 he moved on to become Managing Director at ECHELON Partners, and in 2021 Managing Director, Wealth Management, at Informa Connect. He Tweets at: @brunz99 and you can also connect with him on LinkedIn.

Mark Bruno
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NEWS INDUSTRY NEWS JAN 19, 2012
Buffett no match for S&P 500 in 2011

Warren E. Buffett, the billionaire investor known for his record of beating the market when stocks languish, oversaw a decline in his company's value last year as the S&P 500 ended unchanged.

YOUR PRACTICE PRACTICE MANAGEMENT JAN 16, 2012
Working smarter: Build greater practice value through succession planning

As a financial adviser, you actively promote advanced planning to your clients to help them achieve their financial goals. As a business owner, it is just as important that you do the same by creating a succession plan for your practice.

RETIREMENT RETIREMENT PLANNING JAN 15, 2012
Advisers: Meet the 'client whisperer'

You've heard of the movie, The Horse Whisperer, and you are probably familiar with TV personality Cesar Millan, The Dog Whisperer. Well, think of me as The Client Whisperer.

RETIREMENT RETIREMENT PLANNING JAN 12, 2012
ROI for RIAs

Technology is not just another expense item detracting from take-home pay and profit distributions. For top-performing Registered Investment Advisors (RIAs), it's viewed as a long-term investment that generates growth and higher profitability.

John Hussman: Markets filled with too much risk, too little return
INVESTING EQUITIES JAN 10, 2012
John Hussman: Markets filled with too much risk, too little return

Last week, the S&P 500 pulled back by less than 2% - certainly not sufficient to clear the overvalued, overbought, overbullish, rising-yields syndrome that we observe in the market, but enough to bring our estimate of S&P 500 10-year total returns from an expected 3.06% to an expected 3.25%.

Morgan Stanley Smith Barney: The case for diversification
NEWS INDUSTRY NEWS JAN 06, 2012
Morgan Stanley Smith Barney: The case for diversification

Portfolio diversification can improve and smooth out performance across investment environments and, given ongoing policy disarray and the likelihood of recession in both the US and Europe, it's a concept worth revisiting.

INVESTING MUTUAL FUNDS JAN 05, 2012
Artisan trio tabbed as Morningstar's U.S. stock fund manager of year

A team that manages three mutual funds for Milwaukee-based Artisan Partners LP was named 2011 domestic stock manager of the year by Morningstar Inc.

NEWS INDUSTRY NEWS JAN 05, 2012
How consumers rate the discount brokerages

Consumer Reports sheds light on what investors think of the nine largest discount brokerages.

Buffett no match for S&P 500 in 2011
NEWS INDUSTRY NEWS JAN 04, 2012
Buffett no match for S&P 500 in 2011

Warren Buffett, the billionaire investor who has highlighted his record of beating the market when stocks languish, oversaw a decline last year as the Standard & Poor's 500 Index ended unchanged.

Warren Buffett's successor? His son (kind of)
NEWS INDUSTRY NEWS JAN 03, 2012
Warren Buffett's successor? His son (kind of)

In an upcoming segment on CBS' "60 Minutes", Berkshire Hathaway chairman Warren Buffett noted that he would like his son Howard -- a farmer -- to take over the company after he dies.