Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning.
In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us.
Here are 9 recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
Strategic Wealth Partners was recognized by Focus Financial Partners for the firm’s exceptional commitment to organic growth.
In November 2014, Strategic Wealth Partners joined Focus Financial Partners, a leading partnership of independent, fiduciary wealth management firms. Focus provides superior access to best practices, resources and continuity planning for its partner firms. Focus partner firms maintain their entrepreneurial independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives.
“We’re proud to have won the Organic Growth Award from our partners at Focus Financial Partners at the recent partners meeting in Deer Valley, Utah,” said Neal Price, principal of Strategic Wealth Partners. “For us, organic growth is the natural result of our people working together toward a common goal: taking great care of our clients.”
“By improving efficiencies, developing our “next gen” talent and hiring great new team members, we have been able to build capacity while enhancing service,” said Price. “The Focus partnership has also been invaluable as we are able to share best practices and resources with other partner firms. Much of our new business comes from our current clients introducing us to the people they care about most. We are always grateful for these introductions as it is a wonderful recognition of our strong commitment to making sure our clients are well cared for.”
