Features

When Remie Longbrake, founder of Prosper Pathways, thinks of wealth, a few things come to mind. He sees opportunity for not only a sound financial livelihood, but also good health, being happy with one’s accomplishments, and knowing a difference is being made to better ourselves and those around us. That difference is what truly sets […]

Her name well-known for marketing in the wealth management and family office business, Rosemary Bonilla Denney remembers getting a call a couple of years ago from an unnamed firm that had learned of her via LinkedIn. That firm had impeccable credentials when it came to growing client assets and client services, but it needed help […]

It’s undeniable: Selfishness is a common human trait. This is why Innovest Portfolio Solutions has such stringent standards for its employees—the Denver-based wealth management firm seeks out those its leaders identify as “stewards.” The exemplary team member is a “man or woman for others; they think of themselves last,” says CEO and co-founder Richard Todd. […]

For many investors, figuring out where that money wound up can feel like chasing a wild goose—one where the golden egg happens to be your life’s legacy. Such is the way of today’s financial services sector, where even seemingly straightforward strategies can wind up mired in shady assets and faraway funds. But what if you […]