FAs Weigh In: Women Have a Natural Advantage as Wealth Managers
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Entries by westcottadmin
Rising to the Challenge: What Supercharged Theme Are You Backing This Year?
13.09.21 in News /by westcottadminRead More on CityWire
Real Estate, crédito privado y ESG son los pilares para el “auge” del negocio de US Offshore
13.09.21 in News /by westcottadminRead More on Fund Society
2021-2022 Ranking of Best Financial Advisors in Coral Gables and Miami, Florida
13.09.21 in News /by westcottadminRead more at AdvisoryHQ
‘You’ll have difficult conversations’: Advisors’ top tips for going independent
26.07.21 in News /by westcottadminRead More on Citywire
MAXIMAI Investment Partners Named Top 11 Miami Financial Advisor
12.08.19 in News /by westcottadminMAXIMAI Investment Partners is proud to have been named as one of the top 11 Independent Advisor firms in Coral Gables and greater Miami by AdvisoryHQ for the second year in a row! We are grateful to our clients and partners both in the US and abroad for contributing to our success. Our clients are […]
2018 Ranking: Finding a Top Financial Advisor in Miami, Florida
18.04.18 in Press Releases /by westcottadminFINDING THE BEST FINANCIAL ADVISOR IN MIAMI FOR YOU Partnering with the right financial planner can split the difference between a healthy financial future and an uncertain one. A number of factors ought to be considered when choosing which wealth management firm is the best fit for you. Click here to read about how MAXIMAI Investment […]
Dynasty appoints new head of int’l business
18.04.18 in Press Releases /by westcottadminBy Michelle Abrego 18 Apr, 2018 at 13:21 New York-based Dynasty Financial Partners has appointed Jason Pinkham, director of relationship management and transition services, to oversee its international business within its network of advisory firms. Pinkham, one of the founding members of Dynasty, took on the responsibilities on April 1. He steps in after […]
Fund selectors’ 2017 highs and 2018 expectations
23.03.18 in News /by westcottadminBy Citywire Americas team 21 Dec, 2017 Alejandro Behrens, Maximai Investment Partners Miami, Florida, USA What has been the best manager meeting this year? Harding Loevner, great manager for international equities. What was the best market moments of this year? Every time the market hit a new record What are your market expectations for 2018? For 2018, […]
Why Educational Programs for Clients’ Children and Grandchildren Are Win-Win
09.03.17 in News /by westcottadminLearning 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 […]