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New York, July 30, 2020 – Wealthspire Advisors, an NFP company and independent registered investment advisor (RIA), is pleased to announce it has been named to the 2020 Financial Times 300 (FT 300), a list recognizing top RIAs across the US. Wealthspire Advisors was formed in 2019 through the combination of Sontag Advisory and Bronfman Rothschild, both of which were included in the FT 300 in previous years. This is the first year Wealthspire Advisors could be considered for the list, a reflecti

At A Glance Volatility from the first quarter bled into the second, though this time to the upside. Equity markets staged a strong rally in Q2 2020 with US markets up anywhere from 15%-25% and international markets slightly behind but still up double digits. The long-anticipated rotation from growth stocks into value showed some fits and starts in Q2, but growth stocks still ended Q2 ~25% ahead of value YTD. Fixed Income markets rallied as well, especially the riskier credit markets that suff

New York, July 7, 2020 – Wealthspire Advisors, an NFP company and independent investment advisor, today announced the launch of their Outsourced CIO services to RIAs serving sophisticated clients. Smaller advisor firms are now able to engage Wealthspire Advisors for customized investment services, including due diligence, investment product selection and other forms of case support. Outsourced CIO clients will receive a customized suite of research support based on firm goals and needs. They wi