Dan Shaw is Financial Planning's wirehouse and bank channel reporter, covering the intersection of wealth management, banking and brokerages. His reporting background in regulation and disciplinary matters informs his coverage of compliance, recruiting and strategic shifts across the wealth management industry.
His reporting on
His reporting includes:
How headline EBITDA multiples are misleading RIA sellers Firms make billions from 'cash sweeps.' Could AI take that away? When everybody's a 'family office,' what's the term really mean?
Before joining Financial Planning, Dan served as managing editor of the Wisconsin Law Journal for seven years. He has also covered banking and local government in Indiana and spent two years on the business news desk at The China Daily in Beijing. His work has earned multiple awards from the Wisconsin Newspaper Association for business and legal reporting.
Based in Milwaukee, Dan is also a longtime banjo player in a bluegrass band that performs across the upper Midwest.