Commentary and Columns

Financial and Wealth Advisor Commentary.

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Abby Salameh is the Chief Marketing Officer for the Fusion Advisor Network.

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Cerulli Associates blends original research and data analysis to bring perspective to current market conditions and forecasts for future developments.

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Patricia Angus, JD, MIA, TEP, is the founder and CEO of Angus Advisory Group LLC, a philanthropy and family governance consulting and educational firm.

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Mindy Diamond is president of Diamond Consultants, of Chester, N.J., which specializes in retail brokerage and banking recruiting.

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Lynn O'Shaughnessy is a college consultant, author and speaker. She writes three college blogs for CBSMoneyWatch, U.S. News & World Report and TheCollegeSolutionBlog.com.

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Attorney Gregory Monday is a shareholder in the law firm Reinhart Boerner Van Deuren. Mr. Monday represents mid-market family companies and their owners with respect to governance, ownership, and succession issues.

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Amy Glynn is President and Founder of the Pension Resource Institute.

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Anne Field is a veteran business journalist. Aside from REP., she also writes for Bloomberg/BusinessWeek, The New York Times, and BusinessInsider.com, among others. Her other areas of specialty include small business and management, in addition to triple-bottom line companies.

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Kevin McKinley CFP is Principal/owner of McKinley Money LLC, an independent registered investment advisor. He is also the author of the book Make Your Kid A Millionaire (Simon & Schuster), and provides speaking and consulting services on family financial planning topics.

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Matt Oechsli is author of Building a Successful 21st Centure Financial Practice: Attracting, Servicing & Retaining Affluent Clients.

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An inside view of trends in SEC/FINRA regulatory and compliance issues and how it affects individual financial advisors and their firms.

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Obsessed with getting investors to expect more from insider data than the commodity feeds they rely on from their Bloomberg terminals and Yahoo!Finance.

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Trainer brings insight and transparency to research on stocks, ETFs and mutual funds.

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John is Portfolio Manager & EVP at Closed-End Fund Advisors, a Registered Investment Advisory Firm.

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Conrad Teitell offers his unique take on current issues in the fascinating worlds of philanthropy, tax and estate planning.

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Hartley Goldstone, J.D., MBA, delights in being surprised by profound questions, having served families for 25 years as attorney, trust officer, and planner.

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Kevin Nichols is the Director of Coaching for The Oechsli Institute. He is a leading expert on Social Media marketing and delivers speeches and conducts workshops on throughout the country.

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Richard Keary is the Founder/Principal of Global ETF Advisors LLC, an independent management consulting firm that specializes in the Exchange Traded Products industry.

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Donald H. Kelley selects and reviews new technologies relevant to wealthmanagement professionals.

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