New Media & insights

Daniel de Visé Once upon a time, banks rewarded customers who opened savings accounts with stuffed lions, canvas totes – and interest. Lots of it. Those days are gone. The average savings…

Amassing generational family wealth often takes years of discipline, planning, and sacrifice. Yet, it is widely reported that 70% of families who have the attributes needed to build wealth will…

Jerry is a highly accomplished Senior Vice President and Senior Private Wealth Advisor at Procyon Partners, where he specializes in managing an exclusive clientele consisting of ultra-high-net-worth and high-net-worth individuals…

Room to grow When I succeeded Alex Rosenberg as editor of Citywire RIA, I admit that one of the things that made me nervous about the role was the annual…

In July of 2021, Moneta chief executive Eric Kittner hired Matt Harlan to help his firm do something unusual. Moneta, a $31bn RIA based in St. Louis, Mo., had recently…

Financial advisors weren’t expecting a credit rating agency to downgrade U.S. debt two months after the country avoided a default, but they’re taking the move in stride. Late Tuesday afternoon,…