Dan Shaw is a Reporter at Financial Planning (Arizent). He focuses on themes related to banking, finance, and legal affairs, covering topics such as markets, SEC regulations, AI, and fraud. Dan's work has been featured in notable publications including Employee Benefit News, The Bond Buyer, and Yahoo Finance.
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Dan Shaw's coverage heavily focuses on the financial services industry, with an emphasis on data-driven insights and press releases. His articles often feature predictions, rankings, and highlights related to wealth management, personal finance, and financial regulations.
Given his reliance on citing data and press releases in his articles, Dan is likely to be responsive to pitches backed by comprehensive research findings or industry-specific data that can offer unique insights into trends within the financial advisory sector.
Considering the themes covered in his articles such as business & industry, personal finance, legal & compliance along with topics like financial advisors and retirement planning; experts well-versed in these areas would have a good chance of grabbing his attention.
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By: Dan Shaw, Andrey Popov
Industry news about recruiting deals, M&A and executive pay and hiring rolled in quickly this week. Read about it below.
By: Dan Shaw
The firm says a summer intern who was turned down for a full-time position sent harassing messages that led it to close its Atlanta office for two days in January.
Focus Financial Partners is finishing up an internal reorganization and rebranding even while making plans on its way to what its CEO sees as becoming the leading fiduciary advisor in the world.
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Citi wealth head Andy Sieg told employees that net new investment assets — which surged last year — are the division's "North Star."
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Executives say the Bank of America subsidiary likely benefited from clients in 2023 seeking a safe harbor from teetering regional banks.
Regulators took the wirehouses to task for not having policies directing advisors to consider clients' best interests.
By: Dan Shaw, Panumas Yanuthai
The exodus of former First Republic advisors from JPMorgan continued this week.
By: Dan Shaw
The avalanche of cases announced Friday included charges against a no-longer registered advisor and firm accused of misappropriating more than $20 million from clients.
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