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Press Release – Snowden Lane Partners Welcomes Former Raymond James Advisor

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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

Financial Planning – Use market volatility as a teaching moment

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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

InvestmentNews – Retirement planning 10 years after the financial crisis

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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

Financial Times – Bitcoin poses awkward dilemma for wealth managers

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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

Financial Advisor IQ – Wells Fargo Team Decamps for Snowden Lane

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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

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

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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