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...
by delgate subadmin | Mar 16, 2023 | Commentaries
While we strongly advocate for a “better safe” practice in managing bank deposit accounts, it is also important to understand that the coordinated intervention on Sunday night is designed to allay the concerns of all depositors well beyond Silicon Valley Bank and...
by delgate subadmin | Feb 13, 2023 | Awards
We are pleased to announce that Delegate Advisors has been shortlisted for the 2023 Family Wealth Report Awards in two categories: Best Multi-Family Office (up to and including $2.5 billion AuM/AuA) and Philanthropy Advice. This marks the sixth...
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