New Hire Roundup: Reinhart Joins Wealthcare Capital, Bowden Goes to SEC
This week in new hires, Len Reinhart joined Wealthcare Capital’s board, Andrew J. Bowden was appointed the SEC’s new associate director of advisor exams, and the Senate confirmed Luis Aguilar and Daniel Gallagher as SEC commissioners.
A Lean, Custom Team for Today
One of the benefits of multi-disciplinary teams is that they can uncover hidden problems--or details--in a client's financial life. As we saw in last month's...
Passport to Profits
Real estate, they say, is location, location, location. And increasingly that location doesn't have a USA zip code. These days, as American real estate gets...
Consider this case study: Chatham, NJ wealth management firm RegentAtlantic has grown from a staff of nine serving 275 clients in late 1996 to 30...