by delgate subadmin | Aug 10, 2023 | Awards, News/Media
We are pleased to announce that Financial Advisor Magazine has named Delegate Advisors among America’s Top RIAs of 2023, an annual list that honors the most elite independent advisory firms across the country. “We are honored to be recognized on Financial...
by delgate subadmin | Jul 25, 2023 | Commentaries
Like the popular Mark Twain misquote “reports of my death are greatly exaggerated,” the U.S. economy has yet to show the weakness that many observers had predicted to arrive by the midpoint of 2023. That is not to say the economy will not dip into contractionary...
by delgate subadmin | May 15, 2023 | Awards, News/Media
We are pleased to announce that Delegate Advisors has won the Multi-Family Office (up to and including $2.5 billion AuM/AuA) category at the 2023 Family Wealth Report Awards. This marks the third time our firm has received this prestigious honor from Family...
by delgate subadmin | Apr 27, 2023 | News/Media
A new type of content is overtaking TikTok, Instagram, Twitter, Reddit and other social media channels: investing advice from financial influencers, also known as “finfluencers.” With their claimed wisdom so easily accessible, many young investors are listening, with...
by delgate subadmin | Apr 27, 2023 | Commentaries
The first quarter of 2023 was an interesting one to say the least. While the rapid collapse of Silicon Valley Bank and the shock to the regional banking sector were surprises, the fact that something in the financial markets broke as a result of the unprecedented Fed...
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