Dan Shaw is a reporter for Financial Planning, a publication under Arizent. With a focus on finance and wealth management, Dan covers a range of topics including investment strategies, regulatory changes, industry trends, and profiles of professionals in the field. His work has also been featured in American Banker, Employee Benefit News, and The Bond Buyer.
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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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Big firms would be paying $415,000 a year more by 2029, while most brokers would see a far smaller hit.
Consolidation may be a prevailing industry trend. But the founders of a Chicago-based RIA see no reason to join a large aggregator.
By: Dan Shaw, Anthony Lanzilote
It's not just advisors moving from one firm to another that make wealth management an ever-changing industry.
By: Dan Shaw
Nicholas Takahashi and his team are accused of deliberately trying to poach the clients of a former colleague managing hundreds of millions in assets and producing more than $1 million a year in revenue.
Jed Finn says the firm's wealth unit could easily meet its operating margin goals if it simply stopped spending money to support advisors. But it's not about to do that.
Whoever is named SEC chair by the president-elect is likely to take a lighter hand on crypto, AI and "regulation by enforcement."
One of the first regulatory priorities likely to die under the incoming Trump administration: the SEC's campaign against firms' failures with so-called off-channel communications.
The financial services giant lets wealthy clients pick and choose things like assistance with cybersecurity, alternative investments and estate planning.
UBS is reducing pay substantially for sub-$750K producers and making smaller reductions for advisors on the higher end of the scale.
By: Dan Shaw
Fifth Third Bank also draws a big team from Truist, and Morgan Stanley from Merrill.
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