Dan Whateley

Intern, WealthManagement.com

Dan Whateley is journalism graduate student at the Craig Newmark Graduate School of Journalism at CUNY.

Dan’s Recent activity

Robo-Advising Market Could Reach $1.26 Trillion In Assets By 2023

May 22, 2019

Aite Group predicts traditional full-service wealth management firms and discount/online brokerages will likely capture the bulk of the robo-advising market over the next five years.

LPL Financial Acquires Small B/D, Adding 30 Advisors

May 22, 2019

LPL Financial is buying Florida-based Allen & Company, a broker/dealer and RIA with 30 advisors and $3 billion in assets under management.