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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RETIREMENT RETIREMENT PLANNING MAY 18, 2010
Natalie Choate: How immediate annuities fit into an IRA

Natalie Choate, a retirement planning expert with Nutter McClennen & Fish LLP, talks with Morningstar's Christine Benz at the InvestmentNews Retirement Income Summit about the new rules that apply to an annuity when it's purchased inside an IRA.

RETIREMENT LIFE INSURANCE AND ANNUITIES MAY 17, 2010
Insurance agents' gameplan

Most financial services companies invest heavily in new field agents, only to see one out of every two leave within two years. What's their gameplan?

NEWS WIREHOUSES MAY 17, 2010
Advisers on the Move: UBS snags $380M Morgan Stanley duo

Douglas Johnson and Daniel Legan jumped to UBS and joined the firm's Indian Wells, California office.

NEWS INDUSTRY NEWS MAY 17, 2010
Special report: The top-performing SMAs

What were the 10 best-performing separately managed accounts across six different assets classes? Find out here with exclusive data from Prima Capital.

RETIREMENT RETIREMENT PLANNING MAY 13, 2010
Andrew Lo on 'Geriatric Finance': When the planning needs to start

Investors should plan now for when and how financial decisions should be made if they become impaired, says investment strategist and professor Andrew Lo.

INVESTING EQUITIES MAY 12, 2010
7 great dividend stocks for the next 7 months

While investors generally embrace the concept of buy-and-hold investing, they fear missing out on gains that come with other strategies.

YOUR PRACTICE FINTECH MAY 12, 2010
How advisers are using video to connect with clients

Financial advisers at the InvestmentNews Retirement Income Summit discuss their strategies for using video on their firms' websites

RETIREMENT RETIREMENT PLANNING MAY 11, 2010
Natalie Choate's tips — and traps — for IRA conversions

Natalie Choate, a retirement planning expert with Nutter McClennen & Fish LLP, talks with Morningstar's Christine Benz at the InvestmentNews Retirement Income Summit about four factors that favor conversion, and includes some pitfalls to avoid when doing and IRA conversion.

INVESTING EQUITIES MAY 07, 2010
On our blogs: A plan and a trade

The other day I said I had mapped out a trade if the market dropped to a certain level and this happened yesterday

Markets still spooked, volatility rules again
NEWS INDUSTRY NEWS MAY 07, 2010
Markets still spooked, volatility rules again

Thursday: A nearly 1,000 point drop, followed by a 600 point gain. Friday: Swings of nearly 340 points, to finish with another triple-digit loss. Where it heads next week is anyone's guess. But one thing's for sure: Volatility is back.