Seven Snowden Lane Partners Advisors Honored as 2024 Forbes Best-In-State Wealth Advisors

April 2024 - Press Release

The Ultimate Financial Planning Guide to Avoid the Biggest Mistake of Your Life

April 2024 - financial planning

Snowden Lane Partners Bolsters Executive Committee with Two New Appointments

March 2024 - Press Release

Snowden Lane Partners Adds Industry Veterans Ron Zuckerman and JP McManus; Announces 15th Office in Boca Raton

December 2023

Former Citi veteran joins Snowden Lane for HNW-focused practice

December 2023

Snowden Lane Partners Continues Recruiting Momentum with Addition of the Gherardi Group

December 2023

Snowden Lane Recruits Hybrid RIAs in Colorado, Florida

November 2023

Snowden Lane Partners Continues National Expansion; Opens 14th Office in Colorado

November 2023

Merrill Broker with $230-Mln Book Joins Snowden in Philadelphia

November 2023

Snowden Lane Exceeds $1B in Recruited Assets in 2023

November 2023

Former Merrill Lynch Vice President Joins Snowden Lane Partners with $230 Million in Client Assets

November 2023

RIA Edge Podcast: Alison Burkett on Snowden Lane’s Boutique Culture for Growth

October 2023

Former $200M UBS team joins Snowden Lane Partners

October 2023

Snowden Lane Partners Welcomes The Torres Group, Adds $200 Million in Client Assets

October 2023

How Top RIAs Go About Organizational Design

September 2023

Snowden Lane Partners Honored with Fourth Consecutive Appearance on the Barron’s Top 100 RIA Firms List

September 2023

Standout Financial Literacy Efforts by Independent Advisors

July 2023

Eight Snowden Lane Partners Professionals Recognized Among AdvisorHub’s 2023 Advisors to Watch

June 2023

Douglas Gill, 30-Year Industry Veteran, Joins Snowden Lane Partners with $420 Million in Client Assets

June 2023

Snowden Lane Partners’ Alex Bryer and John DiCiaccio Named as 2023 Forbes Best-In-State Wealth Advisors

April 2023

Snowden Lane Partners Continues Momentum, Adds New Advisor in Coral Gables

March 2023

Snowden Lane Partners Opens 13th Office for New Advisor Team in New Hampshire

February 2023

Should You Postpone Retirement? What Advisors Say.

September 2022

Snowden Lane Partner Michelle Arpin Begina: Talking About Money is Easy Once You Know How

June 2022

Snowden Lane Partners Builds On 2022 Momentum, Adds New Advisor Team

June 2022

Snowden Lane Partners’ Financial Advisors Named to the 2022 Forbes Best-In-State Wealth Advisors List

May 2022

Snowden Lane Partners Adds New Advisor Team to Chicago Office

April 2022

Lifestyle Inflation Can Make You Broke (Even With a High Income) — How To Not Fall Into the Trap

December 2021

Revealed: The firms that won the battle for Wells’ top talent

December 2021

‘We’ve seen significant shifts’: How LatAm is waking up to ESG’s investment potential

December 2021

RIA Edge Podcast: The Evolution of Independence with Snowden Lane’s Rob Mooney

November 2021

Understanding Investment Grade Bonds

November 2021

457 plans: The retirement option for nonprofit and government workers

November 2021

Snowden Lane CEO Rob Mooney: How We Got to $9 Billion

October 2021

7 Clever Ways to Track Your Money Goals

October 2021

Wells Fargo Loses $7 Billion Advisor Amid Falling Headcount

October 2021

Wells Fargo Advisor Ranks Fall by More Than 1,200

October 2021

Snowden Lane Increases South Florida Presence

October 2021

Mindy Diamond on Independence: Why a Former Leader Left the Herd for Independence

October 2021

Snowden Lane Adds Another FA from Wells Fargo

September 2021

Wells Fargo loses broker over policy change on international clients

September 2021

Snowden Lane Partners Continues Strong Growth, Adds Latest International Wealth Advisor

September 2021

Press Release – $800 Million International Wealth Advisor Joins Snowden Lane Partners

June 2021

Press Release – Former Wells Fargo Advisors Establish New International Practice at Snowden Lane Partners

April 2021

Snowden Lane Partners Welcomes Wells Fargo International Team in Miami

March 2021

Just 15% of financial advisors are women. A 40-year veteran of Merrill Lynch who just came out of retirement explains how to change that.

January 2021 - Press Release

Renowned Financial Advisor, Cynthia Hewitt, Joins Snowden Lane Partners

January 2021 - Press Release

Snowden Lane Partners Continues Chicago Growth with New Advisor

November 2020 - Press Release

Snowden Lane Partners Included in Barron’s 2020 Top 100 RIA Firms Ranking

September 2020 - Press Release

Innocence Founded – A Conversation with Jim McCloskey, Founder of Centurion The First Innocence Organization in The United States

July 2020 - Press Release

Strategies Advisors Can Use To Calm Anxious Clients In Tough Times

May 2020

Snowden Lane Nabs Another FA from Merrill Lynch

May 2020

US in the news: Life insurer makes C-suite hire from MetLife

May 2020

Ameriprise Nabs $321M Morgan Stanley Team, Snowden Lane picks up a Merrill Lynch advisor

April 2020

Press Release – Snowden Lane Partners Welcomes New Advisor in Coral Gables

April 2020 - Press Release

Industry Veteran Joins Snowden Lane As Partner

April 2020

$4.8bn hybrid adds ex-Merrill advisor in South Florida

April 2020

Merrill Miami Broker Shifts to a Boutique, Wells Banker Joins RBC in Chicago

April 2020

Danny Rodríguez y Tatiana Martinez-Ventura se unen a Snowden Lane Partners

April 2020

Recession Fears Send HNW Investors Seeking Shelter

March 2020

How To Save $17,520 (Or More) A Year Without Feeling A Thing

February 2020

Snowden Lane Partners’ John DiCiaccio and Alex Bryer Named 2020 Best-In-State Wealth Advisors

January 2020 - Press Release

Press Release – Snowden Lane Partners and Kestrel Capital Announce Strategic Alliance

October 2019 - Press Release

Press Release – Snowden Lane Partners Makes Financial Times 300 Top RIAs List for Fifth-Straight Year

June 2019 - Press Release

Citywire RIA – Int’l Merrill teams exit to launch wealth firm’s Coral Gables office

June 2019 - Citywire RIA

South Florida Business Journal – New York wealth advisory firm opens South Florida office

June 2019

Private Banker International – Snowden Lane Partners launches first Florida office

June 2019

Financial Advisor Magazine – Snowden Opens First Florida Office, Staffed With $344M Merrill Lynch Teams

June 2019

Press Release – Snowden Lane Partners Opens New Coral Gables, Fla. Office, Welcomes Two New Advisor Teams

June 2019

[GLOBAL REPORT] 로보어드바이저 뜨자…美 자산관리시장 `지각변동`

September 2018

피터 황 "내년 한국경제 낙관적 전망…하지만 반도체 꺾이면"

September 2018

15년 근무 메릴린치 떠나 신생기업으로

September 2018

Press Release – Snowden Lane Partners Taps Wells Fargo Team

August 2018

Investor's Business Daily – Advisors Harness Behavioral Finance To Calm Clients' Money Worries

July 2018

Press Release – Snowden Lane Partners Welcomes Former Raymond James Advisor

July 2018

Financial Planning – Use market volatility as a teaching moment

June 2018

InvestmentNews – Retirement planning 10 years after the financial crisis

June 2018

Financial Times – Bitcoin poses awkward dilemma for wealth managers

June 2018

Press Release – Snowden Lane Partners Makes Fourth-Straight Financial Times 300 Top RIAs List

June 2018

Financial Advisor IQ – Wells Fargo Team Decamps for Snowden Lane

June 2018

Financial Advisor Magazine – $150M Wells Fargo Team Joins Snowden Lane Partners

June 2018

FinancialPlanning – Kick back, relax, get smart: A financially savvy summer reading list

June 2018

InvestmentNews – Wells Fargo team managing $150 million moves to Snowden Lane

June 2018

Press Release – Snowden Lane Partners Welcomes Former Wells Fargo Team In San Antonio

June 2018

WealthManagement.com – Married Female Professional Out-Earning Spouse Seeks Support Group

May 2018

Press Release – Forbes Names Snowden Lane Partners’ Alex Bryer, John DiCiaccio, Kevin Guth, Phil Lazzari and Eric Watson Best-In-State Wealth Advisors

February 2018

Press Release – Snowden Lane Partners Welcomes Former TIAA Advisor to Pittsburgh Team

November 2017

Press Release – Snowden Lane Partners’ Kevin Guth, Alex Bryer Named Top Retirement Plan Advisors by Financial Times

September 2017

Press Release – Snowden Lane Partners Recognized as a Financial Times 300 Top RIA for Third Consecutive Year

June 2017

Press Release – Snowden Lane Partners Taps Merrill Lynch Advisor To Join San Antonio Team

June 2017

Financial Advisor IQ – Buying Out Your Competitor is Trending

May 2017

The Rivard Report – Snowden Lane Partners Opens in San Antonio With Former Merrill Lynch Team

May 2017

Financial Planning – Merrill Lynch breakaways join Snowden Lane in fiduciary-focused move

May 2017

FundFire – Merrill Team Jumps Ship for Snowden Lane in Texas

April 2017

Financial Advisor IQ – Merrill Lynch Duo Exits to Help Snowden Expand

April 2017

San Antonio Business Journal – New York investment firm with international reach opens SA office, hiring advisers

April 2017

CityWire – The independent RIA opens its ninth US location, boosting total client assets by $150 million.

April 2017

Press Release – Snowden Lane Partners Expands into San Antonio, TX, with Former Merrill Lynch Team

April 2017

Press Release – Snowden Lane Partners Establishes "Sound Advisory Group" in New Haven, CT

April 2017

Press Release – Snowden Lane Partners Forms "Riverstone Capital Wealth Group" in Maryland

April 2017

Financial Advisor IQ – Advisor vs. Firm: If You Switch, Where Do Clients Go?

March 2017

Press Release – Snowden Lane Partners Adds Kirby-Hayes Group From Merrill Lynch

March 2017

Press Release – Snowden Lane Partners Welcomes Experienced Morgan Stanley VP

March 2017

Press Release – Snowden Lane Partners Welcomes Former Wells Fargo International Advisory Team to San Diego Office

January 2017

Financial Advisor IQ – More Investors Want Advice, But at What Price?

January 2017

ETF.com – 2017 ETF Report: FinTech Tools

January 2017

OnWallStreet – In defense of drawing Social Security benefits early

December 2016

Press Release – Snowden Lane Partners' Harbor Wealth Advisory Group Takes Larger Space in Historic Camden Yards to Accommodate Growth

December 2016

Financial Advisor IQ – Think Like a Hacker, Protect Like a Bodyguard

December 2016

Understanding Fiduciary Standards: Investments (Part 3)

December 2016

Introduction to Snowden Lane's VERITAS Private Wealth Team

December 2016

WealthManagement.com – Address Clients’ Volatility Fears Head-On

November 2016

You’re a Fiduciary: Now What?

November 2016

WealthManagement.com – Talking ESG: Three Starter Questions for Every Generation

November 2016

WealthManagement.com – Morgan Stanley VP Joins Snowden Lane

November 2016

On Wall Street, Financial Planning – Morgan Stanley adviser joins $350M team at Snowden Lane

November 2016

Press Release – Snowden Lane Partners Welcomes Morgan Stanley Advisor, Michael Mahoney, as Partner, Managing Director

November 2016

Financial Planning – The art and science of bringing advisers on board

November 2016

Financial Advisor IQ – Let Clients Talk – and Be Surprised What You Learn

October 2016

Press Release – Snowden Lane Partners Taps Former JP Morgan Advisor as Managing Director, Private Wealth Advisor

September 2016

Understanding Fiduciary Standards: Financial Planning (Part 2)

September 2016

Financial Planning: Don’t get fancy: Retirement conversations shouldn’t overwhelm clients

August 2016

Press Release – Snowden Lane Partners' Keith Mayo, Alex Bryer Named Five-Star Wealth Managers for Washington, D.C., Area

August 2016

FundFire – Snowden Lane Hires Merrill Lynch Advisor

July 2016

Press Release – Snowden Lane Partners Adds Veteran Advisor in New Haven, CT

July 2016

Brexit bedlam: What advisers are telling clients

June 2016

Back to Back: Snowden Lane Partners Named to Elite Financial Times 300 Top RIAs for Second Straight Year

June 2016

Press Release – Snowden Lane Partners Forms “Veritas Private Wealth Group” In New York City

May 2016

On Wall Street – $100M adviser departs Merrill for Snowden Lane

May 2016

Financial Planning – When to ignore this client request

May 2016

Press Release – Snowden Lane Partners Secures New Bethesda, MD Office

April 2016

AdvisorHub – Ex-Merrill Sales Boss Prevails in Arbitration, Wins Withheld Shares

April 2016

Citywire Americas – Five reasons international advisors are going boutique over broker

March 2016

On Wall Street – Morgan Advisor Goes Indie, Joins $860M Team

March 2016

Think Advisor – Recruiting Roundup: Snowden Lane expands Connecticut office by adding Morgan Stanley advisor

March 2016

Financial Planning – Morgan Advisor Goes Indie, Joins $860M Team

March 2016

FundFire – MSWM Advisor Joins $860M Snowden Lane Team

March 2016

Press Release – Snowden Lane Partners Adds Financial Advisor In New Haven, Connecticut Office

March 2016

Advisor Hub – Another Merrill Int’l Advisor Defects

February 2016

On Wall Street – Snowden Lane Hires Merrill Advisor

February 2016

Financial Planning – Snowden Lane Hires Merrill Advisor

February 2016

Press Release – Snowden Lane Partners Adds International Financial Advisor, Private Banking and Lending Specialist to San Diego Team

February 2016

TheStreet.com: Stick With Value Stocks, Covered Calls in Slippery Market

February 2016

Financial Planning – Digital Diligence: Is Your Tech Tough Enough?

February 2016

Financial Planning – Working with Accountants Can Lead to Referrals

January 2016

Financial Planning – This Veteran Advisor Built His Career with Technology

January 2016

Citywire Americas – Advisory firm hires $200m Merrill team to launch offshore business

December 2015

On Wall Street – $200M Merrill Team Leaves for Snowden Lane

December 2015

WealthManagement.com – Global Banks’ International Retrenchment Spells Boutique Opportunity

December 2015

Press Release – Snowden Lane Partners Nets San Diego-Based International Advisor Team

December 2015

WealthManagement.com – When Collaboration Trumps Competition

October 2015

On Wall Street: The Strategic Rationale for Advisors and Accountants to Work Together

October 2015

FA Magazine – The Best Mentoring

October 2015

WealthManagement.com – M&A Boutiques Foretell the Future for Wealth Advisory?

September 2015

WealthManagement.com – M&A Boutiques Foretell the Future for Wealth Advisory?

September 2015

TheStreet.com: Covered Calls Saintly During Market Tumult Says Snowden Lane’s Clinton

September 2015

Press Release – Snowden Lane Partners Opens New Madison Avenue Headquarters; Doubles NYC Footprint With Eye Toward Firm's Marked Growth

September 2015

WealthManagement.com – So You Really Want to Start that RIA? Large Advisors in SEC Crosshairs

September 2015

On Wall Street – 'It's Not 2008': Advisors Try to Quell Client Fears

August 2015

On Wall Street – Hunker Down: 8 Advisors Explain How They're Handling Market Volatility

August 2015

Financial Advisor IQ – Ex-Merrill Team Gets a Better Deal by Joining an Indie RIA

August 2015

Fund Fire – $240M Merrill Team Goes Indie

July 2015

Think Advisor – New Hire Roundup

July 2015

Press Release – Former Merrill Lynch Advisor Team Joins Snowden Lane Partners

July 2015

Financial Planning – Merrill Team Joins Snowden Lane Partners

July 2015

Snowden Lane Partners Named to 2015 Financial Times 300 Top Registered Investment Advisers

June 2015

Financial Times – Actively managed funds are on a roll

June 2015

InvestmentNews.com – Elzweig and Snowden Lane's Mooney: How advisers should vet firms before moving

June 2015

On Wall Street – If You Leave, Will Clients Follow?

June 2015

Financial Advisor IQ – Top Risks Faced By Solo-Advisor Practices

May 2015

TheStreet.com – Why a Covered Call Strategy Is Perfect for Today's Choppy Market

May 2015

New York Law Journal – 2015 Rising Stars

May 2015

Press Release – Snowden Lane Partners To Double Manhattan Footprint With Move To New Corporate Headquarters

April 2015

TheStreet.com – Volatility Rules as Stocks Fluctuate on Fed Fears

March 2015

TheStreet.com – Stocks Sell Off in Volatile Session; Biotechs, Chipmakers Sink Nasdaq

March 2015

Financial Advisor IQ – Making Staff Meetings Hurt Less Than Root Canals

March 2015

Financial Advisor IQ – Using Client X’s Success Story to Inspire Client Y

March 2015

TheStreet.com – Stocks Hit New Highs After Yellen Hints Fed Close to Dropping 'Patient' Guidance

February 2015

Baltimore Sun – Obama: Financial advisers must act in clients' best interest

February 2015

Investment News – Apps for financial advisers to help with time management

February 2015

Pittsburgh Post-Gazette – People on the Move

February 2015

Business Insider – FA Insights

February 2015

On Wall Street – 5 Big Ways Low Oil Prices Could Affect Your Clients

February 2015

On Wall Street – Advisors on the Move: $225M Merrill Team Joins Snowden Lane

February 2015

Financial Planning – Breakaways, Banks & Wealth Managers Seen Leading RIA Deals in 2015

January 2015

Financial Planning – Breakaways, Banks & Wealth Managers Seen Leading RIA Deals in 2015

January 2015

Reuters – ON THE MOVE – Snowden Lane Lands Merrill Lynch Brokers in Pennsylvania Push

January 2015

FundFire – Merrill Team Managing $225M Goes Indie

January 2015

London South East – MOVES- Raymond James, Snowden Lane Partners, Danish Bankers Association

January 2015

WealthManagement.com – Snowden Lane Lands Merrill Lynch Brokers in Pennsylvania Push

January 2015

On Wall Street – $225M Merrill Team Joins Snowden Lane

January 2015

Pittsburgh Business Times – New York investment firm opens Pittsburgh office

January 2015

Press Release – The Feldman Group Joins Snowden Lane Partners; Firm Opens Pittsburgh Office

January 2015

Financial Planning – Advisors Blast Obama's Tax Proposals

January 2015

FundFire – Big Teams Break from Merrill Herd amid Culture Tensions

January 2015

The Street – Goodbye Brazil & Russia! India and China are the Best BRICs to Buy

December 2014

The Street – Goodbye Brazil & Russia! India and China are the Best BRICs to Buy

December 2014

Financial Advisor IQ – More Advisors Move Beyond the Style Box

December 2014

Think Advisor – Snowden Lane Picks Up $270M Merrill Duo

October 2014

Press Release – Clinton Pedrena Group Joins Snowden Lane Partners' New York City Office

October 2014

InvestmentNews – Top advisers break away for chance to own equity

October 2014

Reuters – ON THE MOVE – Snowden Lane breaks out of Merrill mold, hires four from UBS

October 2014

Press Release – Harbor Wealth Management Group Joins Snowden Lane Partners from UBS; Snowden Lane Opens Baltimore Office

September 2014

ThinkAdvisor – Boutique Firm Snowden Lane Adds $400M UBS Team

September 2014

Press Release – Robert J. (Bob) Bowman Joins Snowden Lane Partners as Partner and Managing Director

August 2014

SNOWDEN CAPITAL ADVISORS RENAMED SNOWDEN LANE PARTNERS

July 2014

Financial Advisor IQ – FAs Can’t Afford to Overlook Personal Branding

July 2014

Press Release – Loretta and Bob Hoffman Join Snowden Capital Advisors’ Pasadena Office

May 2014

Press Release – Subha Barry and Craig Pfeiffer join Snowden Lane’s Advisory Board

April 2014

Press Release – Caesar Cepeda Joins Snowden Capital Advisors’ Pasadena Office

January 2014

Press Release – Snowden Capital Advisors and Estancia Capital Partners Close on Strategic Growth Capital Investment

January 2014

Press Release – Snowden Capital Advisors Enters Into Agreement With Estancia Capital Partners for a Strategic Growth Capital Investment

November 2013

Press Release – New Haven Advisor Team Joins Snowden Capital Advisors

September 2013

Press Release – Snowden Capital Advisors Names LaMothe Non-Executive Chairman; Franks Managing Partner & President, and Lappas Chief Operating Officer

December 2012

Press Release – Snowden Capital Advisors Names LaMothe Non-Executive Chairman; Franks Managing Partner & President, and Lappas Chief Operating Officer

December 2012

Press Release – Founding Advisor Teams Join Snowden Capital Advisors

November 2012

Wealth Management Veterans Launch Snowden Capital Advisors

April 2012