Bruce Kelly

Senior Columnist, Independent Broker-Dealers and Wirehouses

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A former middle school and high school English teacher, Bruce Kelly started at Mopedia 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.

[email protected]

212-210-0284

Recent Articles

ibd

Independent broker-dealers are stepping up their game on recruiting from the wirehouses

Jan 27, 2018

Independent broker-dealers have narrowed the gap between themselves and the wirehouses and are able to attract more quality brokers from the Big Four

Nigro-main

AXA Advisors vice chairwoman Christine Nigro to leave

Jan 26, 2018

Firm also gives more details on plans to move operations from Jersey City, N.J., to Charlotte, N.C.

merrill-main

Merrill Lynch veteran picked to replace Racquel Oden at Manhattan flagship office

Jan 26, 2018

Matt Grossman, who has worked at Merrill for 28 years, will supervise 200 brokers and advisers at the firm's Fifth Avenue office

game plan

Wells Fargo, Morgan Stanley use contrary tactics to keep advisers

Jan 25, 2018

Wells is helping brokers transition to independence within the firm, while Morgan is taking them to court

recruit-main

Raymond James and Ameriprise saw strong recruiting in 2017, vow to stay in broker protocol

Jan 25, 2018

Raymond James' recruiting up 5.7%, while Ameriprise gains 2.3%

Wells Fargo 3-Main

Wells Fargo erasing hurdles for advisers looking to move to its IBD

Jan 24, 2018

If advisers commit to staying at FiNet for a two-to-three year period, they will not have to pay Wells the fees it currently charges advisers switching channels

UBS-Main

UBS adviser count continues to decline

Jan 22, 2018

Firm to merge U.S., global wealth management units on Feb. 1

morgan-main

Morgan Stanley reports a loss of advisers after exiting the protocol for broker recruiting

Jan 18, 2018

The firm said it lost 47 brokers in the fourth quarter, the most in any quarter of 2017

Merrill

Relying on trainees, Merrill Lynch boosts adviser headcount in 2017

Jan 17, 2018

Questions remain about long-term effectiveness of wirehouse's move away from recruiting experienced brokers

Screenshot 2018-01-16 12.20.10

Rising star at Merrill in New York lands at JP Morgan Chase

Jan 16, 2018

Racquel Oden to oversee branch and wealth management teams for tri-state area

View all stories by Bruce »

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