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03 Nov Finsquared Expands Senior Ranks 

Ivy McLemore Joins Finsquared as Senior Financial Communications Strategist Ivy has 20+ years crafting and implementing effective communications programs for AIM, Invesco, Guggenheim Investments, and other asset managers. He specializes in media relations, crisis communications, and thought leadership. For 14 years,...

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Vance Barse Your Dedicated Fiduciary

02 Nov Your Dedicated Fiduciary Site Launched

Vance Barse, a wealth manager based in San Diego, engaged Finsquared to build a web site that expresses his personality and expertise. The site,, was designed by Finsquared creative partner one digital farm, online media and design studio. We...

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Behavioral finance. What role do emotions play?

29 Jan Behavioral Coaching Takes Off

With investing becoming more automated, where do advisors add value? Behavioral coaching, says Tim Buckley, Vanguard's CEO. At Inside ETFs, Buckley reported: 58% of  an advisors job is susceptible to automation, and fees are likely to continue to decline. In most areas...

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