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Summary: Six firms received InvestmentNews Innovation Awards Wednesday night for their creative and effective approaches to helping advisers run better businesses, improve client outcomes and tackle other planning industry challenges.
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Summary: We are a boutique wealth management firm with offices in NYC, Westchester and Long Island. We provide asset and wealth management, risk and protection management, financial planning, as well as trust and legal services to our clients. We are looking to continue to grow our business by helping advisors with succession strategies and by acquiring other practices. We will entertain any and all ideas
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Summary: Financial advisor Nina O’Neal was tired of being “talked at” during industry conferences. What’s more, she was frustrated there were few, if any, planner-led resources for women advisors. So she took matters into her own hands.
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Summary: United Capital said Wednesday that it has enhanced its GuideCenter web portal to offer a mobile app so that clients have direct access to their advisors and can track their financial goals.
