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.

Industry Poll: 66% of Advisors Don't Understand TAMPs, Why Advisors Can't Afford to Ignore This Growth Industry

TAMP marketing departments are not connecting dots. New poll from The Wealth Advisor show the gap in RIA and advisor perception about TAMPs

Is Your Bank or Trust Company Advisor-Friendly? Here’s How to Get Included on The Wealth Advisor’s 2023 Trust Companies Winner’s List

When advisors look for trust companies that are committed to partnering with them to address their clients’ needs, they turn to this annual guide.

Buckingham: Michael Kitces Cautions Advisors on Customizing Portfolios on New Morningstar “Long View” Advisor Podcast

Morningstar‘s Christine Benz popular advisor-centric podcaster interviewed Michael last week to gain his take on customizing portfolios.

Heiress Eve Jobs, 24, Daughter of the Late Steve Jobs, Lands Posh Modeling Gig with Louis Vuitton

Eve Jobs, 24, Jobs family "apple" that fell closest to the tree, defined a career path, not in technology but in modeling

Advisors Warned About Margin Compression; TAMP Growth Summit Panelist Jeffrey Levine Says “Advisors Are Doing More for The Same Money”

Inside the CE-approved 2022 TAMP Growth Summit. A lollapalooza of know-how for wealth advisors. Don't miss the replay opportunity.