Strategic Management Group opens firm’s ninth US location, first in Southwest Brings $150 million in total client assets NEW YORK, April 25, 2017 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the addition of the Strategic Management Group in San Antonio,… View Article
Former Guth-Fordyce Group rebrands in response to recent growth and anticipation of continued success Team oversees client assets in excess of $1 billion NEW YORK, April 20, 2017 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the formation of the Sound Advisory… View Article
Mayo-Bryer and Kirby-Hayes teams combine forces in anticipation of growth Team oversees more than $450 Million in client assets NEW YORK, April 18, 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 its teams in Maryland will form the Riverstone Capital… View Article
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