by delgate subadmin | Jul 20, 2018 | News/Media
FundFire reports that “family offices are putting ‘relentless pressure’ on external management fees as they seek to offset higher costs they face in other areas, according to a survey from Family Office Exchange.” The study found that family offices surveyed reduced...
by delgate subadmin | Jul 20, 2018 | News/Media
The Chicago Tribune recently profiled one of the world’s wealthiest families, the Waltons, whose patriarch Sam Walton founded Walmart, Inc. The family has built a fortune of more than $152 billion. As an advisor to families of great wealth, Delegate President Andy...
by delgate subadmin | Jul 20, 2018 | News/Media
One of the world’s wealthiest families, the Waltons, whose patriarch Sam Walton founded Walmart, Inc., has built a fortune of more than $152 billion. Bloomberg recently wrote a profile piece about the family, discussing topics such as their philanthropy in the small...
by delgate subadmin | Jul 20, 2018 | Awards, News/Media
Delegate Advisors has been included once again on Financial Advisor Magazine’s Registered Investment Advisor Survey and Ranking for 2018, which is based on assets under management (AUM). The list ranks more than 700 independent RIA firms across the country. This is...
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