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

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Follow @SnowdenLane A Merrill Lynch team that oversaw approximately $200 million in client assets has left the wirehouse to join Snowden Lane Partners, the firm said. The team, which specializes in serving Latin American clients, opened a new office for Snowden in San Diego. Team leader Rick Leyva, who joined Snowden as a partner and… View Article

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

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LDR International Group Oversees $200 Million in Client Assets Will Work From Snowden Lane’s Newly-Opened San Diego Office NEW YORK, December 4, 2015 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that the LDR International Group has joined the firm from Merrill… View Article

WealthManagement.com – When Collaboration Trumps Competition

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Follow @SnowdenLane By: Rob Mooney As the CEO of an independent wealth advisory firm, I spend lots of time analyzing the ever-changing investment advisory environment to see how we can help our advisors grow their businesses. A best practice we’ve “discovered” is to encourage true collaboration and idea-sharing among our various advisor teams, across different… View Article

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

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Follow @SnowdenLane By: Philip Lazzari Most high-net-worth investors hire financial advisors to achieve their financial objectives and accountants to handle their tax matters, but too often the clients unintentionally put a wall between these two groups. Although advisors and certified public accountants often view each other as competitors, separating the two roles is counterproductive. In… View Article

FA Magazine – The Best Mentoring

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Follow @SnowdenLane When independent, entrepreneurial advisors want to expand, they often bring on associate managers. Sometimes it’s necessary to handle a ballooning client base. But there’s always a trade-off. Junior staffers may be able to relieve some of the workload, but taking them on is a risk and can be draining. “It can be tough… View Article