LDR International Group Oversees $200 Million in Client Assets Will Work From Snowden Lane’s Newly-Opened San Diego Office NEW YORK, December 4, 2015 – 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 LDR International Group has joined the firm from Merrill… View Article
Follow @SnowdenLane By: Rob Mooney As the CEO of an independent wealth advisory firm, I spend lots of time analyzing the ever-changing investment advisory environment to see how we can help our advisors grow their businesses. A best practice we’ve “discovered” is to encourage true collaboration and idea-sharing among our various advisor teams, across different… View Article
Follow @SnowdenLane By: Philip Lazzari Most high-net-worth investors hire financial advisors to achieve their financial objectives and accountants to handle their tax matters, but too often the clients unintentionally put a wall between these two groups. Although advisors and certified public accountants often view each other as competitors, separating the two roles is counterproductive. In… View Article
Follow @SnowdenLane When independent, entrepreneurial advisors want to expand, they often bring on associate managers. Sometimes it’s necessary to handle a ballooning client base. But there’s always a trade-off. Junior staffers may be able to relieve some of the workload, but taking them on is a risk and can be draining. “It can be tough… View Article
Follow @SnowdenLane For wealth advisory boutiques that emerge, if the holy grail is anything similar to the success seen by this handful of M&A boutiques, it remains an attractive course indeed. As more and more disenchanted wirehouse financial advisors contemplate independence, many try to gage how much more value they might build as an owner… View Article
Follow @SnowdenLane For wealth advisory boutiques that emerge, if the holy grail is anything similar to the success seen by this handful of M&A boutiques, it remains an attractive course indeed. As more and more disenchanted wirehouse financial advisors contemplate independence, many try to gage how much more value they might build as an owner… View Article
Follow @SnowdenLane Click To Play Video The VIX, or the so-called fear index, spiked above 40 in August, yet it has since fallen to 23 as the market’s turbulence has subsided. Jesse Clinton, financial advisor at Snowden Lane, said it was the perfect time to profit from a covered call strategy. ‘The covered call index… View Article
NEW YORK, Sept. 10, 2015 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the opening of its newly designed Manhattan headquarters at 540 Madison Avenue. According to Snowden Lane’s Managing Partner and CEO, Rob Mooney, the firm’s growth and the expectation of… View Article
Follow @SnowdenLane Setting up an RIA isn’t all roses, and running one is about to get a whole lot harder Despite recent bouts of market volatility, the summer of 2015 brought good news for independent registered investment advisers (RIAs). Several weeks ago, Schwab reported that more than half of 1,007 RIAs they surveyed grew their… View Article
A hard tumble for the markets had advisors worried — about panicked clients. With the Dow dropping more than 1,000 points in early trading and ending the day down nearly 600 points, a 3.6% decline, many feared a deluge of calls and emails. But that didn’t happen, many advisors said, which was even more scary…. View Article