FAs Weigh In: Tech Saved the Day — from Remote Deposits to Online Vaults
FA-IQ reached out to advisors to ask: What are the financial planning lessons people should learn from the Covid-19 pandemic? The...
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mdurso5
- Jul 16
- 1 min
FAs Weigh In: Don’t Skip a Beat with Clients; Don’t Skimp on Tech
FA-IQ reached out to advisors to ask: What are the lessons you learned about running your practice because of the pandemic? ShoreHaven...
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mdurso5
- Jul 16
- 1 min
FAs Weigh In: Why Crypto is Viable for Some and Not for Others
FA-IQ reached out to advisors to ask: Do you believe that cryptocurrencies are viable investments for your clients? Our Founding Partner...
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mdurso5
- Jul 16
- 1 min
FAs Weigh In: Benefits of Going Independent
FA-IQ reached out to advisors to ask: What has been the most unexpected benefit of going independent? Our Founding Partner and CIO, Mike...
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mdurso5
- Jul 16
- 1 min
What’s in an RIA Firm’s Name?
Our Founding Partner and CIO, Mike Durso, spoke with Financial Advisor IQ to discuss the process of choosing the ShoreHaven Wealth...
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mdurso5
- Jul 16
- 1 min
Where to Invest $100,000 Right Now
Our CIO and Founding Partner, Michael Durso, CFA®, was recently interviewed by Bloomberg and weighs in on ways to invest your money in 2022
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mdurso5
- Jul 16
- 1 min
Being the New Kid on the Block Has Its Benefits
ShoreHaven’s Founding Partner and CEO, Mike Durso, provides insight on the changes happening across the finance industry regarding...
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mdurso5
- Jul 16
- 1 min
Total RIA Clients Rising, but Pace of Growth Slowing
Shore Haven's Founding Partner and CEO, Mike Durso, provides insight on the changes happening across the finance industry regarding...
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mdurso5
- Jul 16
- 1 min
Must-read industry news for financial advisors
Our Founding Partner and CEO/CIO, Michael Durso, CFA®, was recently featured in Financial Advisor IQ regarding the rising number of RIA...
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Forbs
- Oct 18, 2022
- 1 min
Breaking The Stigma: You Can Hire An Advisor Even If You Work In Finance
Read more at: https://www.forbes.com/sites/forbesfinancecouncil/2022/10/19/breaking-the-stigma-you-can-hire-an-advisor-even-if-you-work-i...
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Forbs
- Oct 1, 2022
- 1 min
15 Simple Ways Financial Advisors Can Go Above And Beyond For Clients
Read more at : https://www.forbes.com/sites/forbesfinancecouncil/2022/10/13/15-simple-ways-financial-advisors-can-go-above-and-beyond-for...
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BusinessWire
- Jul 20, 2022
- 1 min
A Boss Idea: New Jersey-Based Team Launches ShoreHaven Wealth Partners with Dynasty Financial Partners
ST. PETERSBURG, Fla.–(BUSINESS WIRE)–Leading wealth advisor Lawrence Durso, his son Michael Durso and advisor Michael Lombardi today...
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Wall Street Journal
- Jan 5, 2022
- 1 min
Financial Advisers Pitch Bitcoin to Investors to Offset Portfolio Losses
The wealth-management industry is starting to make the case that cryptocurrencies have a place alongside stocks and bonds in investment...
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Yahoo! Finance
- Jan 5, 2022
- 1 min
Bitcoin is ‘additive to a portfolio’ with outsized returns relative to risk: Strategist
ShoreHaven Wealth Founding Partner and CIO, Michael Durso, joins Yahoo! Finance Live’s Julie Hyman and Brian Sozzi to discuss financial plan
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Yahoo! Finance
- Jan 5, 2022
- 1 min
The Number One Question You Must Ask Your Financial Advisor Right Now
ShoreHaven Wealth Partners CIO and Founding Partner, Mike Durso, was recently featured on Yahoo! Finance
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Financial Advisor IQ
- Jun 9, 2021
- 1 min
FAs Weigh In: Has Pandemic Changed Client Prospecting? Yes and No
FA-IQ reached out to advisors to ask: Has the pandemic changed the way you plan to prospect for new clients? ShoreHaven Wealth Partners...
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Financial Advisor IQ
- Jul 20, 2020
- 1 min
Morgan Stanley $420M Team Goes Indie with Help from Dynasty
Dynasty Financial Partners says it has helped another team of financial advisors leave their wirehouse for independence, this time from...
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CityWire
- Jul 20, 2020
- 1 min
$420m Morgan Stanley Team Launches Dynasty-Backed RIA
A trio of ex-Morgan Stanley advisors have launched a new Dynasty Financial Partners-backed RIA in New Jersey. Father and son duo Lawrence...
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WealthManagement.com
- Jul 20, 2020
- 1 min
Father-Son Team Departs Morgan Stanley to Form ShoreHaven Wealth Partners
Advisors Larry Durso, his son Michael and Michael Lombardi have partnered with Dynasty Financial Partners to launch their own RIA. A Red...
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