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.

NYT Spotlight On Steve Oshins: States Vie to Shield the Wealth of the 1 Percent

Commentary on The New York Times article by Patricia Cohen Steven J. Oshins, a Nevada lawyer who specializes in estate planning, has never met the wealthy software entrepreneur Dan Kloiber, but he is nonetheless intensely interested in Mr.

Alaska Trust Company Expands to Nevada and Changes Name to Peak Trust Company

As part of its ongoing commitment to offering clients flexibility and options, Alaska Trust Company has announced that it will be changing its name to Peak Trust Company and expanding by opening a new office in Las Vegas, Nevada.

"After beginning this project in 2013, we are delighted to finally announce the opening of our new office in Las Vegas," explains Doug Blattmachr, president of the newly renamed firm.

What To Do When a Client Dies

Advisors who manage money have an 8 out of 10 chance of getting fired if they do the wrong things when a client dies. Here’s a checklist of the do’s and don’ts to save your relationship with the heirs when the time comes.