Matthew Davidson joins the firm’s New York City Office NEW YORK, July 10, 2018 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Matthew Davidson has joined the company in its New York City office. Davidson joins Snowden Lane from Raymond… View Article
By: Joseph M. Hubbell With interest rates rising after a prolonged period of central bank induced anemia, it is only natural for clients to wonder how their portfolios will be affected and what actions, if any, they should consider, given the changing landscape in fixed income. In general, clients aren’t nearly as comfortable with or… View Article
The damage caused by the 2008 crisis left investors focused on income vehicles that provide reliable returns By: Eric Watson Ten years after the start of the 2008 financial crisis, the retirement income conversation is starkly different than it once was. In fact, everything has changed, from the way advisers and investors look at risk,… View Article
The frenzy that in the past 12 months saw bitcoin soar to a record $19,500 in December and then touch below $6,000 this month has split financial advisers over whether to let their clients invest in cryptocurrencies. In the brokerage space, both Merrill Lynch and Morgan Stanley are known to have banned brokers from recommending… View Article
A team of Wells Fargo advisors in Texas have jumped ship to Snowden Lane Partners, according to a press release from Snowden Lane. Certified financial planners Mark Hogan and Leah Eller, as well as registered representatives Pam Appleby and Josh Hogan, have joined Snowden Lane’s offices in San Antonio, Texas, as the Hogan Eller Wealth Management Group, according to the press release. Hogan and Eller managed over… View Article
Snowden Lane Partners, a New York City-based independent wealth advisory firm with a national footprint, has announced it expanded its presence in San Antonio with the addition of Hogan Eller Wealth Management Group. Mark Hogan, Leah Eller, Pam Appleby and Josh Hogan join the company from Wells Fargo. Hogan Eller handles retirement and estate planning,… View Article
Hybrid Hogan Eller Wealth Management in San Antonio, Texas, affiliates with New York firm A seven-person team managing $150 million at Wells Fargo in San Antonio, Texas, has formed a hybrid firm and affiliated with New York-based Snowden Lane Partners. Led by Mark Hogan, Leah Eller, Pam Appleby and Josh Hogan, the Hogan Eller Wealth… View Article
The Hogan Eller Group expands the firm’s San Antonio Office NEW YORK, June 22, 2018 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Mark Hogan, Leah Eller, Pam Appleby and Josh Hogan of the Hogan Eller Wealth Management Group have… View Article
How financial advisors can assist married couples that are fiscal unequals. By Michelle Arpin Begina and Maureen Kelley The dialogue about money has shifted for women and the tone of their voices has changed. No longer is the focus specifically on how to manage finances and make educated investment decisions. Women are having a… View Article
NEW YORK, February 22, 2018 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that five of its advisors have been named to the 2018 Best-In-State Wealth Advisors list by Forbes. The advisors named are: Alex Bryer, Senior Partner and Managing Director in… View Article