Roland McMillan

Contributor

Roland McMillan started his career as an intern at a well know Wall Street

money manager firm in the mid '70s.

He has since worked as a money manager and a financial writer at a number of

print/web publications.

As part of his industry coverage for The Wealth Advisor, Mr. McMillan reviews and comments
on timely news items, practice management reports and opinions covering the wealth management industry.

He has held Series 7, 24 and 63 securities licenses in the past.

Poll: Wealth Advisors Want Future iPhones to Do This

Recent The Wealth Advisor survey tells us readers want their new iphones to do this things

Review: Don’t Stumble Out Of The Gate Check Out SSgA's “2020 ETF Market Outlook: Threading the Needle” White Papers

State Street’s “2020 ETF Market Outlook” white paper provides three themes that investors must keep in mind while looking at the market for the coming

Covisum's The Extinction of the Nest Egg Whitepaper Makes Advisors Stand Out By Delivering Sophisticated Retirement Income Plans

Stand out from the crowd by delivering sophisticated retirement income plans from multiple income streams.

The Heirs: New Report on Finding AUM From this Unlikely Source

Change is coming. Now is the time to start cultivating relationships with the children of your clients.

Think About Becoming an Independent RIA? New Whitepaper From Pershing is Recommended Reading

The “Destination RIA: What to Expect and How to Prepare for Independence” whitepaper provides advisors with the framework needed to begin to develop