Subscribe

Paul Menchaca

Paul was Digital Assistant Managing Editor at InvestmentNews from 2012 to 2013 when it was owned by Crain Communications. Connect with him on LinkedIn here.

Displaying 221 results

Topic
  • June 22, 2012

Where the wealth is

Topic
  • June 22, 2012

Social hurdles

Advisers' primary challenges when using social-media sites for business purposes.

Topic
  • June 22, 2012

Good reads

Michael Kitces offers 11 blogs that give financial advisers valuable insights and information.

Topic

Top RIA Q&A: Alex Murguia

Alex Murguia is the managing principal of McLean Asset Management Corporation in McLean, Va. When did you develop…

Topic

LPL taps new human capital officer

LPL Financial announced that Sallie Larsen was appointed managing director and chief human capital officer. Ms. Larsen, who…

Topic

Merrill: Guarding against the ‘triple threat’ to investor portfolios

The following is excerpted from a report by the Chief Investment Officer Team for Merrill Lynch Wealth…

Topic

Merrill: 12 portfolio ideas for 2012

The following is excerpted from a report by the Chief Investment Officer Team for Merrill Lynch…

Topic

Top RIA Q&A: Marita Sullivan

Marita Sullivan is the CEO of JMG Financial Group in Oak Brook, Ill. What prompted you to…

Topic

Talking points: How important is a formal valuation?

The following is excerpted from the “What’s Your Succession Plan?” webcast, which was sponsored by Cambridge Investment Research…