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By Lawrence G. McMillan We’re excited to announce that INVST has acquired McMillan, bringing together two firms built on a shared belief in disciplined investing, deep expertise, a...
This week, I speak with William “Bill” McNabb. He’s the former chairman and CEO of Vanguard and now sits on the board at UnitedHealth, IBM, Axiom, and Altruist. We discuss hi...
Now's the time to prove your value.
By Lawrence G. McMillan We’re excited to introduce McMillan Morning Market Commentary, a new subscription designed to give traders and investors a concise look at the broad stock m...
Ben Fulton, CEO of WEBs Investments, discusses how investors can mitigate portfolio risk without giving up upside after a strong multi-year equity run.
By Lawrence G. McMillan Yesterday, I joined the team at tastylive for a conversation about the current market, some of the strategies I’m trading today, and how my approach to opti...
This week, I speak with Adam Frank, Managing Director and Head of Wealth Planning and Advice at J.P. Morgan Wealth Management. We discuss his time at Bear Stearns as the comp...
An upperhigh net worth investor offers three portfolio allocations as clients climb the asset-accumulation ladder.
The transcript from this week’s, MiB: Bill McNabb, Vanguard former Chairman and CEO, is below. You can stream and download our full conversation, including any podcast extras...
By Lawrence G. McMillan Join Larry McMillan as he discusses the current state of the stock market on September 21, 2026.
My morning reads: • Investors look to shelter portfolios from rising AI concentration risks: Fund managers see hedge funds and emerging markets assets as bulwarks against sudden sh...
Equitable Advisors' Jim Mellin reveals the strategies for building sustainable growth through client experience, team development, and smart succession planning.
In other advisory tech news, Altruist expands alts marketplace, Snappy AI launches, another acquisition for F2 and InvestCloud launches Altic.
By Lawrence G. McMillan Join Larry McMillan as he discusses the current state of the stock market on September 28, 2026.
Financial Planning Rising Star Kelly Guadagnino of Modera Wealth Management is helping young professionals learn to build and manage growing wealth.
By Lawrence G. McMillan Join Larry McMillan as he discusses the current state of the stock market on September 8, 2026.
By Lawrence G. McMillan Join Larry McMillan as he discusses the current state of the stock market on August 31, 2026.
Chris Roberts was named to AdvisorHub’s 2026 “50 Next Gen Advisors to Watch” list. Ranking based on assets under advisement, growth, and professionalism. Valid for one year. No com...
Chris Osmond of Fifth Third Wealth Advisors explains his firm’s asset allocation approach for ultra-high-net-worth clients and why rising yields pose the biggest risk.
   This week, I speak with Omar Aguilar, Chief Executive Officer and Chief Investment Officer of Schwab Asset Management. We discuss his time at Financial Engines, where he...
By Lawrence G. McMillan Join Larry McMillan as he discusses the current state of the stock market on September 14, 2026.
Josh Brown and Sean Russo also catch up readers on one insurance stock that is setting up for a leg higher.
Also, Cyndeo Wealth lands a growth officer from partner Dynasty; Merit hires its first CTO; employee-owned Coldstream adds two to leadership; and Live Oak RIA lending division hire...
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