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Michael Shagrin

Michael is a graduate of University of Virginia School of Law. He was a reporter for InvestmentNews in 2013, before moving on to Money-Media as an interactive reporter. Connect with him at: LinkedIn

Displaying 75 results

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Wedbush Securities latest to choose FolioDynamix’s platform

Decision to farm out the wealth management platform for its advisers is a departure.

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AMG takes minority stake in wealth management firm

New York firm Clarfeld has about $4B in client assets.

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  • News
  • March 3, 2014

Fairholme Fund is back in business

Six months after closing of $8 billion Fairholme Fund, Bruce Berkowitz will re-open to new investors next week.

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  • News
  • December 16, 2013

For gay couples and their advisers, high court ruling changes everything

Decision expected to dramatically simplify financial planning for same-sex partners; 'death by a thousand paper cuts'.

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Financial fraud is rampant but most people can’t spot it: Survey

A new report finds that financial fraud is rampant but most people can't spot it: Many people find outsized return pitches "appealing." Uh-oh.

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Mobile addition to Zywave’s Advisor Briefcase

Marketing and client communication tool now an app for smartphones and tablets.

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VCs put $6.7 billion to work in 2Q

Internet, biotech firms are the favorites.

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Sixty-six is the magic age

Underlying all the tricks of the Social Security-benefits-claiming trade is the fact that timing is everything. That’s…

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How to cope with cybersecurity threats

Advisers must protect themselves and their clients of more than just phishing scams

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Wirehouse turnover picks up, but it’s mostly musical chairs

Recent moves point to building momentum after year and a half of sluggish action