Brian has enjoyed a wide-ranging career in journalism and marketing, from covering Illinois government and politics and the largest casinos in the world, to the halls of higher education and agricultural science. He has earned awards for an in-depth series on homelessness in Connecticut and for a series of events that engaged communities in conversations about science, among others. He is currently guiding a staff in developing advisor-centered content for Financial Planning at Arizent.
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From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.
December 27 -
Brokers from 15 firms have been suspended, fined and sometimes — but rarely — fired in a sweep that stretches back to 2022.
November 26 -
The chief financial planning nerd sees AI solutions that can significantly help financial advisors. But there are also overpromises, he said at ADVISE AI.
October 10 -
Charles Morris, Microsoft chief data scientist, opened ADVISE AI with a look at the speed at which AI is changing wealth management, and the world.
October 9 -
Proponents expect crypto to gain legitimacy and come to clients at lower costs if the SEC signs off as it's expected to do.
October 18 -
INVEST 2023 panelists and the latest SEC risk alert suggest the regulator will treat the rule much like one that has cost big Wall Street firms more than $2 billion in fines.
June 20 -
The FTX collapse and other fallout may have advisors on edge, but that makes education more important than ever. FP's Cryptocurrency for Advisors conference can help.
November 29 -
These drinks won't generate alpha, but they may make the holidays a little more bearable.
November 21 -
Pro athletes and pop stars think their fame will last forever. Financial advisors need to plan for much shorter careers.
September 26 -
While some social media and game-like aspects of trading have negative connotations, they can be responsible tools for attracting the trillions millennials and Gen Z-ers are inheriting.
July 5
