Entries by westcottadmin

Dynasty appoints new head of int’l business

  By 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

By 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

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 […]