GAINPLAN

Insights

Welcome to our blog.

We live to shake up the industry. Here’s what we’re thinking.

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  • October 31, 2016

    A Tale of Two Cities

    Chad Wotton and Thad Schlaud take a look at how Merrill Lynch & Morgan Stanley are taking different approaches to the oncoming DOL's Uniform Fiduciary Standard. Read More

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • October 31, 2016

    What We're Reading This Week

    This week, we saw articles on bank teller robots, some (more) Wells Fargo insight, and an unlikely connection between bond trading and a Britney Spears scandal. Read More

    Author: Thad Schlaud

    Topics: News, The Market

  • October 27, 2016

    Greater Than One

    Nick Pagano explores the benefits of a team approach, in, and outside of the financial services industry. Read More

    Author: Nick Pagano

    Topics: Careers, Education, Industry Ideas

  • October 25, 2016

    Investment Committee Market Update

    Our Chief Investment Officer, Dave Martin, talks about the current state of the markets, our 4th quarter outlook, and a brief overview of our investment philosophy. Read More

    Author: David Martin

    Topics: News, The Market, Education

  • October 24, 2016

    What We're Reading This Week

    This week, Trump's Wall Street supporter Anthony Scaramucci compares the Fiduciary Standard to Dred Scott, salespeople continue to act like salespeople, and Wells Fargo employees are eating hand sanitizer (you can't make this stuff up). Read More

    Author: Thad Schlaud

    Topics: News, Industry Ideas

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