CORAL GABLES, Fla – June 11, 2019 – 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 newest office in Coral Gables, making it their 10th U.S. location and first in Florida. The firm has recruited several new advisors who’ll… View Article
The Castleberry Advisory Group is the Latest Advisor Team to Join the firm’s San Antonio Office SAN ANTONIO, August 24, 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 the Castleberry Advisory Group has joined the company in its San… View Article
For some clients, their advisor doubles as a therapist. They grapple with psychological issues about money while gaining financial planning and investment management expertise. In recent years, research in behavioral finance has given advisors a fresh set of tools to help clients wrap their minds around money. By applying the latest findings, advisors enable clients… View Article
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
NEW YORK, June 28, 2018 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced it has been named to the Financial Times (FT) 300 Top Registered Investment Advisers list for the fourth straight year. The ranking recognizes the top independent RIA firms in… 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