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Las 11 mejores advisory firms de Miami y Coral Gables

Con la misma puntuación y ordenadas alfabéticamente, esta publicación especializada destaca la labor que realizan BigSur Partners, MAXIMAI Investment Partners y WE Family Offices Rafael Iribarren, fundador y CFO de BigSur, cree que el secreto radica en la propuesta de valor robusta y flexible que ofrece la plataforma “Nuestro crecimiento demuestra que estamos creando un […]

Why Educational Programs for Clients’ Children and Grandchildren Are Win-Win

Learning initiatives can encourage younger generations to understand basic investing concepts and build adviser-client relationships The Wall Street Journal — View Original Article March 9, 2017 9:30 a.m. ET Elizabeth van Walleghem is chief executive and founder of Maximai Investment Partners in Coral Gables, Fla. Voices is an occasional feature of edited excerpts in which […]

Dynasty Financial Partners Wins 2017 Award from Private Asset Management – Best Investment Platform: Client Service

Business Wire — View Original Article February 14, 2017 NEW YORK — (BUSINESS WIRE) — Dynasty Financial Partners is proud to announce that the firm has won the 2017 Private Asset Management Magazine Award for: Best Investment Platform: Client Service. Dynasty Financial Partners is an RIA integrated middle and back office platform for some of the […]

Merrill FA Breaks Away to Better Serve Global Clients

By Murray Coleman Financial Advisor IQ — View Original Article October 11, 2016 After 24 years at Merrill Lynch, advisor Elizabeth van Walleghem left last month to help open MAXIMAI Investment Partners. The independent RIA is based in Coral Gables, Fla. Joining her at the new firm is her longtime partner, Thomas (Jim) Butler and three […]