What RIAs Can Learn From Legendary Football Coach Nick Saban

What RIAs Can Learn From Legendary Football Coach Nick Saban

Bob McCann, Co-Chairman of NewEdge Capital Group and veteran financial services leader, shares his experience on the crucial role of culture in his recent article published by Barron’s. Drawing from decades of leadership in the financial services industry,...
Avoiding the Negativity Vortex

Avoiding the Negativity Vortex

For years, I’ve kept a small piece of paper tacked to the wall of my office that reads: “It often sounds smart to be negative. But it almost always pays to be positive.” Negativity often masquerades as intellect. Seeing the glass half empty is perceived as analytical,...
Navigating Required Minimum Distributions

Navigating Required Minimum Distributions

Strategic Considerations for High Net Worth Individuals in Required Minimum Distributions A Required Minimum Distribution (RMD) mandates that individuals who reach a certain age are obligated to start taking minimum distributions from their tax-advantaged retirement...
Find Your Quarterback

Find Your Quarterback

For many Ultra High Net Worth (UHNW)/founder families, the source of their wealth is often a business the family controls or holds a significant stake in. Most often, those companies have a Chief Financial Officer (CFO) who handles all of the financial aspects of the...