News & Insights

ShoreHaven Wealth Founding Partner and CIO, Michael Durso, joins Yahoo Finance Live’s Julie Hyman and Brian Sozzi to discuss financial planning, the pros and cons of cryptocurrency, and how inflation is here to stay.

FA-IQ reached out to advisors to ask: What has been the most unexpected benefit of going independent? Our Founding Partner and CIO, Mike Durso, speaks with Financial Advisor IQ about his personal experience in launching an RIA.

The wealth-management industry is starting to make the case that cryptocurrencies have a place alongside stocks and bonds in investment portfolios, even retirement accounts. Our CIO and Founding Partner, Mike Durso, speak with The Wall Street Journal on the subject of Bitcoin.

FA-IQ reached out to advisors to ask: Do you believe that cryptocurrencies are viable investments for your clients? Our Founding Partner and CIO, Mike Durso, provides his insights.

FA-IQ reached out to advisors to ask: What are the lessons you learned about running your practice because of the pandemic? ShoreHaven Wealth Partners provide their insights.

FA-IQ reached out to advisors to ask: What are the financial planning lessons people should learn from the Covid-19 pandemic? The ShoreHaven team provides their insights.

FA-IQ reached out to advisors to ask: Has the pandemic changed the way you plan to prospect for new clients? ShoreHaven Wealth Partners weighs in.

Advisors Larry Durso, his son Michael and Michael Lombardi have partnered with Dynasty Financial Partners to launch their own RIA. A Red Bank, N.J., father-son team broke away from Morgan Stanley, where they managed $420 million in client assets, to launch their own registered investment advisor, ShoreHaven Wealth Partners, in partnership with Dynasty Financial Partners.