By Grace Williams – March 21, 2017 Hopefully, you’re a confident advisor, but if you jumped ship and switched firms tomorrow, would your clients stick with you or the firm? How would you even go about knowing? For a deep dive into the battle of advisors versus firms, consultancy Spectrem Group sought to tap into… View Article
Ryan Kirby and Christopher Hayes Combine with Snowden Lane’s Mayo-Bryer Group Team Oversees More than $450 Million in Client Assets Snowden Lane Opens 3rd Office in Maryland NEW YORK, March 10, 2017 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that former… View Article
Michelle Begina, CFP, CIMA, CRPC, RICP, brings 20 years of experience to team serving more than $400 million in client assets NEW YORK, March 3, 2017 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Michelle Begina, CFP, CIMA, CRPC, RICP, formerly… View Article
David Lautz and Francisco Malfavon form the LEM Group to focus on Latin American market. Snowden Lane achieves $3 billion in client assets. NEW YORK, January 23, 2017 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that David Lautz and Francisco Malfavon,… View Article
By Grace Williams January 12, 2017 The high profit margins wealth and asset managers alike once literally banked on are becoming a thing of the past. And as a result, financial advisors now need to make way for a landscape that includes heightened focus on fees and asset flows into passive products. So says a newly-released… View Article
FINTECH TOOLS: Interview with Snowden Lane’s John DiCiaccio, Senior Partner and Managing Director What financial technology app, program or other solution do you find most helpful in your business? We use a relationship management software called GoldMine. It helps us track all of our business activity, from the very first interaction. We use it for… View Article
By Bobby Feldman December 16, 2016 Despite the preponderance of commentary to the contrary, for many retirees, drawing early rather than delaying will net the most value from clients’ hard-earned Social Security dollars. First, nothing is guaranteed, of course. Through wars, recessions and nail-biter elections, could-be retirees know that the future is uncertain, so why… View Article
NEW YORK, December 7, 2016 – 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 firm’s Baltimore, MD-based Harbor Wealth Advisory Group has relocated to larger office space to accommodate current and projected growth. The new space is located at the same… View Article
By Grace Williams December 1, 2016 You wouldn’t intentionally leave your wallet on a table and walk away, yet when it comes to sensitive client information, advisors run the risk of committing similar acts. According to a newly-released study by RIA software developer RightSize Solutions, businesses looking to join the 21st century face very real… View Article
An advisor’s job goes far beyond picking the right investments. November 30, 2016 By Mark Stevens Last month a mix of muted company earnings and economic malaise sent the Dow spiraling nearly 400 points in a single day. While the phones of many advisors nationwide were ringing off the hook, I did not hear a… View Article