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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The pros and cons of giving discounted or free financial advice to those close to you.
April 16 -
As the on-and-off-again tariffs roil markets, a guide for financial advisors who need to manage both investments and clients.
April 9 -
With the technology landscape changing frequently, we asked advisors about the AI tools they're using today and what they're getting from them.
March 25 -
We named the largest firms and honored those making an impact in wealth management and technology, among other recognitions in the last year.
January 20 -
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
