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
EMERGING MARKETS JUL 22, 2013
Emerging-markets slide forces advisers to rethink strategy

Lousy first half leads to patience for some, immediate action for others

PRACTICE MANAGEMENT JUL 10, 2013
New Planner Recruiting adds stand-alone screening service

Search firm aims to help advisers cover the basics so they won't have to.

PRACTICE MANAGEMENT JUL 08, 2013
CLS launches best-practices primer for advisers

FINTECH JUL 07, 2013
Black Diamond now fully integrated with Schwab OpenView Gateway

Portfolio management, reporting and rebalancing platform is generally available.

RETIREMENT PLANNING JUL 07, 2013
Not your father's retirement: Baby Boomers can't relax yet, study finds

Different economic backdrop means longer work, more savings, less spending than parents.

RIA NEWS JUL 07, 2013
United Capital does another deal

Buys majority of assets from c5 Wealth Management

REGULATION AND LEGISLATION JUN 29, 2013
Advisers fear foreign account law will lead to closures

Some banks indicating they may shut accounts to ease compliance headaches.

ALTERNATIVES JUN 27, 2013
Three REITs set merger to create $3.5B portfolio

Apple REITs follow through on plan floated in June.

RIA NEWS JUN 07, 2013
Ranks (and dollars) of ultra high net worth grow

"Bomb shelter" mentality helped through crisis, now wealthy find best opportunities.