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Addition of all-woman team expands the firm’s growing Midwest presence New York, May 8, 2024 – Wealthspire Advisors LLC, an NFP company and independent registered investment advisor firm headquartered in New York City, today announced that it has entered a definitive agreement to acquire Walden Wealth Partners LLC, a registered investment advisor firm located in Beachwood, Ohio. Its founders, Karin Maloney Stifler and Sarah Hannibal, each bring decades of experience serving multigeneratio

Reprinted with permission from Randy Kaufman. Randykaufman.com© with research assistance from Dustin Lowman, Guitar & Pen What is a wealth advisor’s greatest asset? To the uninitiated, it might seem like the answer is raw intelligence — IQ. To many people, a wealth advisor’s primary objective should be to structure an investment portfolio that achieves an optimal risk-adjusted return. More is more, more is better, and mastery of the stock market trumps all. IQ certainly has a place in wealt

The landscape of amateur athletics underwent a significant shift with the implementation of the Name, Image, and Likeness (NIL) policy, which has allowed college athletes to monetize their personal brands for the first time. Very quickly over the past few years, young athletes have been able to create substantial followings resulting in fame and significant wealth; however, the transition to professional sports requires planning and strategy to ensure they avoid financial missteps. Similar to a

Owning and ultimately gifting art and collectibles brings unique challenges to its current owners and potential inheritors. Unlike traditional investments and real estate, the marketability of art and collectibles, whether in the form of fine art, cars, jewelry, wine, furniture, books, or manuscripts, can be erratic and often poses problems when the IRS comes knocking for its share of taxes. According to reports, over half of owners of collectibles have never had their collection appraised, abo

In episode 1 of the In Crowd podcast, Angela Giombetti chats with April Rudin, founder and CEO of The Rudin Group, which provides bespoke marketing services to some of the world’s leading wealth management firms, banks, RIA’s family offices and more since 2008. April is one of the OG disruptors in the industry and helped pioneer marketing for financial services.

With so much emphasis placed on negative headlines, negative developments globally, and the ability to embrace one’s inner negativity, it oftentimes feels like it should pay to be negative. When it comes to investing, however, negativity rarely proves to be a winning formula. The past 24 months have been an excellent test case of condensing an investment lifetime into a tiny window of pessimism. Investors continuously faced reports about bear markets, ever-rising inflation, deficits, the Feder