Tag

In the News Archives - Wealthspire Advisors

Kevin Smith to Speak at In|vest Digital Wealth Management Event

In the News
Kevin Smith to Speak at In|Vest Digital Wealth Management Event Rockville, MD, July 11, 2019 — Wealthspire Advisors, an independent investment advisor based in New York, NY, today announced that Wealth Advisor Kevin Smith will participate on a panel at In|Vest 2019, the 5th annual digital wealth management event hosted by Financial Planning. The conference will be held July 16-17 in New York City. The In|Vest conference brings together more than 1,500 executives from across the wealth management community to explore innovations in digital wealth management and discuss the future of tech in the industry. This year’s event focuses on…
Read More

Wealthspire Advisors Predecessor Bronfman Rothschild Announces Close of Acquisition by NFP’s Sontag Advisory

In the News
Wealthspire Advisors predecessor Bronfman Rothschild now part of the NFP group of companies Rockville, MD, May 2, 2019 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced the closing of its sale to Sontag Advisory (a subsidiary of NFP Corp.). The two firms will integrate and manage a combined $11.93 billion as of March 31, 2019. Of those assets under management, $2.4 billion will be managed by Bronfman Rothschild Plan Advisors, who will be bolstered by NFP’s comprehensive retirement and corporate benefits practice. “We are excited about the integration of the two firms,” said Mike LaMena,…
Read More