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Financial Advisor IQ – Top Risks Faced By Solo-Advisor Practices

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Greg Franks is managing partner and president of Snowden Lane Partners.   Top Risks Faced By Solo-Advisor Practices Despite the attention given to the fiduciary standard and robo-advisors, there remains another trend that has not been as widely covered but is changing wealth management: the demise of sole-practitioner advisors. The catalysts for their demise have… View Article

New York Law Journal – 2015 Rising Stars

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The New York Law Journal congratulates the 50 young lawyers chosen as 2015 Rising Stars by a panel of 24 esteemed judges. Our judges reviewed nearly 300 nominations of attorneys age 40 and under who have established a record of accomplishments and demonstrated that they are top contributors to the practice of law and their… View Article

Press Release – Snowden Lane Partners To Double Manhattan Footprint With Move To New Corporate Headquarters

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Follow @SnowdenLane NEW YORK, April 13, 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 company will relocate its Manhattan headquarters to a newly designed, larger space at 540 Madison Avenue. The move will be effective August 2015. According to Snowden… View Article

TheStreet.com – Volatility Rules as Stocks Fluctuate on Fed Fears

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Volatility Rules as Stocks Fluctuate on Fed Fears NEW YORK (TheStreet) –Market volatility was back in full force Thursday, as stocks seesawed throughout the afternoon before closing slightly in the red. Equities have been unpredictable since an unexpected slide in durable goods orders on Wednesday provided investors with another sign the U.S. economy could be… View Article

Financial Advisor IQ – Making Staff Meetings Hurt Less Than Root Canals

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Waiting at the DMV, watching paint dry or getting a root canal strike many U.S. workers as preferable to attending staff meetings, according to a recent report by collaboration-software maker Clarizen. That’s why Mike Capelle and some of his colleagues at United Capital think imitating how medical doctors run meetings to prepare for surgery can… View Article

Baltimore Sun – Obama: Financial advisers must act in clients' best interest

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President Barack Obama on Monday proposed tougher regulations on investment brokers who handle retirement funds, saying it is time to curb hidden fees, “back-door” payments and conflicts of interest that eat into middle-class Americans’ savings. The proposal would have broad ramifications for Baltimore’s financial services industry, including global money manager T. Rowe Price and a… View Article