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.

South Dakota Trusts Targeted in Washington Post Expose Dubbed "Pandora Papers"

Big names like Former UK PM Tony Blair, King Abdullah of Jordan, Vladimir Putin, and others find South Dakota a new hot spot for hiding money.

BlackRock’s Model Portfolios Game Plan Attracts Big Crowd To The Wealth Advisor’s TAMP Summit

Model portfolios are not new, so what was the main attraction? The spotlight went to BlackRock, which recently became part of America's Best TAMPs.

Still on the Fence About Values-Based Investing? This State Street Global Advisors Whitepaper Makes the Case for ESG Solutions

State Street Global Advisors’ new whitepaper, ESG Investing: From Tipping Point to Turning Point

What are the 6 Critical Documents Needed for a COVID-19 Estate Plan?

The worry of being stuck in a hospital without the ability to make health or financial decisions can weigh on anyone. It's time to make an estate plan

Will You Live or Die from COVID-19? Google’s Location Data Can Help Decide Your Fate

Google’s Location Data Can Help Decide Your Fate as It Now Targets “Quarantine Violators” by Giving Alerts to Know When An Area is Too Risky to Visit.