Daniel Kuhn
Daniel Kuhn is a reporter for Financial Planning. Follow him on Twitter at
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Eighty percent of advisors use portals. Many clients say they're not happy.
May 17 -
The California firm, backed by Wealth partners, moves into the Pacific Northwest.
May 14 -
Experts grappled with the industry's biggest disruptors at the investment information giant's annual conference.
May 10 -
The five advisors with $180 million in AUM opted to bolt for the firm launched by a practice once affiliated with Triad Advisors.
May 10 -
The rebranded RIA, formerly HPM Partners, makes its first acquisition since merging with Blue Prairie Group.
May 7 -
The fast-growing Chicago firm now nearly $4 billion in AUM.
May 3 -
As chief research strategist and portfolio manager at AlphaSimplex, Kathryn Kaminski is involved in the oversight of $6 billion in investment products.
May 1 -
The firm hopes the changes reflect its image as a “powerful, innovative and unified provider” of investment products, according to co-CEO Nico Marais.
April 30 -
These 10 leaders have a lot to say about how women have advanced in the industry over the years.
April 29 -
The updates include access to the ultrahigh-net-worth portfolio management and customer relationship management systems.
April 26
