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Paul Menchaca

Paul was Digital Assistant Managing Editor at InvestmentNews from 2012 to 2013 when it was owned by Crain Communications. Connect with him on LinkedIn here.

Displaying 221 results

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  • January 24, 2013

Lefty’s tax mulligan

Golf champ Phil Mickelson apologized for saying he would have to make “drastic changes” due to new U.S. and California tax laws.

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  • January 21, 2013

Independent Broker-Dealer Report

A look at the challenges that independent broker-dealers faced last year, and what lies ahead for them as they face similar head winds and choppy waters in 2013.

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  • January 20, 2013

The independent broker-dealer report

A look at the challenges that independent broker-dealers faced last year, and what lies ahead for them as they face similar head winds and choppy waters in 2013.

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Top Adviser Q&A: David Hefty

How one adviser has grown his firm by recruiting advisers who share his vision

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Talking Points: When a growing firm decides it’s time to make the next move

Pershing's Mark Tibergien discusses the challenegs and benefits with mergeres and acquisitions.

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  • January 14, 2013

<b>Advisers on the move</b>: A year of ‘gets’ at Bank of America

Bank of America announced on Monday that it has hired an annuities specialist away from Fidelity. Here are some other big moves for the big bank.