by delgate subadmin | Feb 20, 2024 | Awards, News/Media
We are pleased to announce that Delegate Advisors has been selected as a finalist for the 2024 Family Wealth Report Awards in three categories: Best Multi-Family Office (up to and including $2.5 billion AuM/AuA), Family Wealth Counseling, and...
by delgate subadmin | Dec 11, 2023 | News/Media
Amidst a mortgage lending slowdown due to rising interest rates, industry insiders are exploring ways to rejuvenate the market. Some propose taking cues from Canada and other advanced economies, advocating for the adoption of mortgage portability. This policy, already...
by delgate subadmin | Oct 31, 2023 | Commentaries, News/Media
The housing market in the U.S. is facing a significant imbalance between supply and demand, exacerbated by a substantial increase in mortgage rates in 2022, which has led to record-low housing affordability. Even high-earning individuals are now forced to rent, and a...
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 | Sep 27, 2022 | News/Media
One of the most important parts of being the head of your family is leaving a legacy. For many families, however, legacy planning comes with two topics many prefer to avoid discussing: money and their own mortality. Fortunately, there are some steps you can take to...
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