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

Michael Shagrin
Displaying 69 results
Wedbush Securities latest to choose FolioDynamix's platform
FINTECH DEC 15, 2014
Wedbush Securities latest to choose FolioDynamix's platform

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

AMG takes minority stake in wealth management firm
RIA NEWS APR 29, 2014
AMG takes minority stake in wealth management firm

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

Fairholme Fund is back in business
RIA NEWS MAR 03, 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.

For gay couples and their advisers, high court ruling changes everything
RIA NEWS DEC 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'.

RIA NEWS DEC 12, 2013
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.

FINTECH DEC 02, 2013
Mobile addition to Zywave's Advisor Briefcase

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

RIA NEWS NOV 18, 2013
VCs put $6.7 billion to work in 2Q

Internet, biotech firms are the favorites.

RETIREMENT PLANNING NOV 14, 2013
Sixty-six is the magic age

FINTECH NOV 05, 2013
How to cope with cybersecurity threats

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

PRACTICE MANAGEMENT OCT 31, 2013
Wirehouse turnover picks up, but it's mostly musical chairs

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