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 RIAS JUN 23, 2010
What do you get for $75M? A 'poster child of overindulgence'

Listed as a "monument to unparalleled success," the largest home for sale in the United States comes with plenty of space but no carpet, tiles or interior walls. It's up to the future buyer to finish it.

RETIREMENT RETIREMENT PLANNING JUN 22, 2010
Three 'must-have' conversations with middle-aged clients

NEWS REGULATION AND LEGISLATION JUN 22, 2010
Starr said 'not that much' to theft-size accusation

Kenneth I. Starr replied “not that much” to an investigator who accused him of stealing $30 million, a prosecutor said in court -- a statement the government said it may try to use against the accused investment adviser.

NEWS WIREHOUSES JUN 22, 2010
Advisers on the Move: $1M Merrill team bolts to Morgan Stanley Smith Barney

James Flynn, Rance Hillier and Merritt Zahner will work out of the Madison, Conn. offices of Morgan Stanley Smith Barney

INVESTING MUTUAL FUNDS JUN 21, 2010
S&P Picks: The Dreyfus Appreciation Fund

Dreyfus Appreciation Fund Ticker:(DGAGX) ranks as an S&P five-star Domestic Equity mutual fund because of its relatively strong track record, its ownership of stocks that S&P Equity Research views on average to be undervalued and having financial strength, and S&P's view that DGAGX assumes less risk and incurs relatively low costs for its shareholders than its large-cap core peers.

Falling Starr: A timeline of a celebrity financial adviser's alleged fraud
NEWS RIAS JUN 17, 2010
Falling Starr: A timeline of a celebrity financial adviser's alleged fraud

Kenneth Ira Starr, an investment adviser with a roster of celebrity clients, was charged by the U.S. government on May 27 with orchestrating a $30 million fraud. (An alleged fraud that feds would eventually bump up to an estimated $59 million.)

INVESTING ETFS JUN 17, 2010
ETF of the month: The iShares S&P Global 100 Index Fund

S&P thinks it is appropriate to put a global equity ETF like IOO into the strategic or core part of a portfolio that provides broad representation in major markets.

RETIREMENT RETIREMENT PLANNING JUN 16, 2010
If 'the number' doesn't really matter, what does?

Consuelo Mack's all-star panel re-thinks retirement income, and what should really matter most in your clients' portfolios.

Investors drilling BP
NEWS INDUSTRY NEWS JUN 16, 2010
Investors drilling BP

Investors pummeled shares of oil drillers and BP yesterday, sending the company to 15 month low, after President Obama talked tough about dealing with the worst oil spill in the nation's history.

Blog: Why wirehouse advisers think independent brokers are a joke
NEWS RIAS JUN 15, 2010
Blog: Why wirehouse advisers think independent brokers are a joke

Here we are, in the midst of a trend to “breakaway Advisors,” where more and more Advisors are thinking of places to work outside of the big 4 firms.