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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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Investors hearing the call of equities

Is the 'great rotation' beginning with the high net worth crowd?

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Broadridge offers automated cost-basis application

A new partnership between Broadridge Financial Solutions and Scivantage will provide Broadridge clients with access to Scivantage Maxit, an automated cost-basis application.

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World’s ultra-rich population reaches all-time high

Access to "best" investments credited for helping multi-millionaire population grow

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Regulators: Don’t get lost in the soup

NASAA, SEC issue note about titles used by financial advisers amid confusion.

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  • September 15, 2013

Number and dollars of ultrahigh net worth grow

The number of ultrahigh-net-worth people reached an all-time high this year, largely due to growth in Europe and…

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A game of musical chairs at wirehouses

Big incentive packages and adviser frustration mark new momentum as turnover picks up.

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Tech firms strike partnership with universities to bolster financial planning

FAStech formalizes ad hoc network of platforms to give students entree into tech world.

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Advisers’ websites not mobile-friendly

Clients leading advisers in technology use.

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Fidelity launches first investing app for Google Glass

Fidelity launches the first investing app designed for Google Glass, which provides users stock quotes and could help attract more young investors.

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Merrill heats up summer hiring market with advisers managing $533M

The additions to the firm reflect new hiring activity, recruiters say