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Second series focuses on innovators who elevate the client experience and drive RIA industry growth New York, July 25, 2023 – Wealthspire Advisors LLC, an NFP company and independent registered investment advisor headquartered in New York, NY, announced today the release of a second season of its Great Aspirations podcast. Season 2 will highlight financial industry innovators who have helped drive RIA growth through groundbreaking ideas, concepts, and services that elevate the client experience

Welcome to Season 2 of Wealthspire Advisor’s podcast, Great Aspirations. This season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our industry through elevating the client experience.

My wife and I purchased our first home seven years ago, which was not nearly as fun as an episode of HGTV’s House Hunters makes it out to be. After actively searching for months and putting offers in and losing out on six different houses, we finally succeeded in acquiring our new home amidst fierce competition. We managed to outbid seven competing offers after spending only 20 minutes at an open house on the first day it hit the market. The experience was undeniably stressful, but we ultimatel

It would be avant-garde if we had ChatGPT write this quarterly letter. Alas, we did not. Humans still write this (for now!). Speaking of things that are not happening, we take comfort in writing a quarterly letter without need to use the word “unprecedented.” Each of the calendar years 2020, 2021, and 2022 were rife with events and markets which best were characterized as such. Fast forward to mid-2023 and the overriding sentiment is one of markets healing – equity valuations mean revert and i

As you embark on this exciting new chapter in your legal career, it is essential to familiarize yourself with the financial aspects of partnerships, particularly capital accounts and draw accounts. These will be your main sources of income and working capital for your life as you grow into your new role. The Importance of Capital Accounts Capital accounts play a crucial role in a law firm partnership and represent your financial stake and equity in the firm. Your initial capital contribution si

New York, July 11, 2023 – Wealthspire Advisors LLC, a leading independent registered investment advisory firm and NFP subsidiary, today announced a partnership with Choir, a tech platform created to increase the diversity of experts across media and corporate events. Choir's Voices Search™, now officially out of beta testing, will revolutionize the way underrepresented experts are discovered, and Wealthspire Advisors will be part of the inaugural group of participants. “We recognize the overwhe