Michael Kazanjian is the head of insurance overlays at Fiduciary Exchange LLC (FIDx), where he leads the strategy, growth and execution of the firm’s transformative insurance overlays business.

LIVONIA, Mich., Feb. 09, 2026 (GLOBE NEWSWIRE) -- Reliance on model portfolios is rising as financial advisors fundamentally shift their daily focus away from technical investment tasks toward ...

Advisors intent on increasing their appeal to wealthy clients might consider entrusting portfolio construction to outside partners. Processing Content So suggest the findings of the research firm ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Model portfolios have gained traction with financial advisors, and asset managers have flooded the marketplace with options. Given their ...

You’ve reached a major milestone in life, arriving at a point where it makes sense to work with a financial advisor. You’ve worked hard, and you want your money to put in an equal amount of elbow ...

A lot of people hesitate to engage with a financial advisor because they assume they don't have enough money to make it worthwhile. For a long time, that assumption was valid.