NEW YORK, November 24, 2015—Wealth advisors from some of the nation’s top firms (with combined assets under management totaling more than $68 billion) offer tips on a wide variety of relevant topics for discerning, high net worth individuals. From new insights into the pros (and cons) of robo-advisors and the advantages of secondary market annuities, to best practices for charitable giving, these expert opinions can be found in Worth’s Leading Wealth Advisors special section in the October/November issue of Worth, on newsstands now. Featured topics and essays include:
Altair Advisers LLC
Bingham, Osborn & Scarborough LLC
Bleakley Financial Group
Bruce Gendelman Insurance Services
CBIZ MHM LLC
Celedinas Insurance Group
Cook Maran & Associates Inc.
CTC | myCFO
Drexel Morgan Capital Advisers
G2 Insurance Services
Geller Family Office Services
Glowacki Group LLC
Granite Group Advisors
Hallmark Capital Management, Inc.
The Haverford Trust Company
Heffernan Insurance Brokers
Kayne Anderson Rudnick
Little McLeod Valentine Group at UBS Financial Services Inc.
LLBH Private Wealth Management LLC
Marsh Private Client Services
MBAF | Certified Public Accountants and Advisors
NEBCO Insurance Services, LLC
New England Private Wealth Advisors LLC
NFP P&C Private Client Group
Pioneer Financial at Northwestern Mutual — Park Avenue
Richard P. Slaughter and Associates Inc.
Rodriquez Wealth Management at UBS Financial Services Inc.
Signature Estate & Investment Advisors LLC
Sterling Investment Advisors Ltd.
Stonnington Group LLC, Member FINRA/SIPC
Strategic Financial Group, LLC
Transamerica Life Insurance Company
Traust Sollus Wealth Management
Hudson River Partners at UBS Private Wealth Management
Shantz Mantione Group at UBS Private Wealth Management
Waldron Private Wealth
About Worth Group
Worth Group is a company that engages extraordinary individuals, organizations and brands worldwide. The company’s flagship product, Worth magazine was founded in 1992. The award-winning magazine is the definitive resource on entrepreneurship, finance and lifestyle. Featuring an award-winning design and compact format, today’s Worth is a sophisticated resource for C-suite executives, entrepreneurs and high net worth investors. Worth has an audited circulation of 125,000 and is delivered six times a year to 110,000+ individuals whose net worth exceeds $5 million and to 5,000 wealth advisors whose assets under management (AUM) exceed $200 million. Worth is also available at 250 private airports and select newsstands.
The Worth® Leading Wealth Advisors™ Program is an integrated marketing platform and vetted venue for top wealth, legal and insurance advisors nationwide. Advisors who apply for admission into the program are vetted by Worth and experts at Paladin Advisor Research to help ensure advisor quality. In order to be considered, professionals must be willing to provide complete and full disclosure to investors, so that analysts can thoroughly screen and evaluate their credentials, ethics and business practices. Once admitted, advisors pay a fee to be included. For more information, please contact firstname.lastname@example.org.