by delgate subadmin | Oct 25, 2019 | Awards, News/Media
Delegate Advisors has been named on Citywire’s RIA Future 50 list of 2019. This inaugural list recognizes the financial professionals who Citywire believes best represent the future of RIA firms. Citywire sought out firms with their own unique story to tell, who...
by csiska757 | Sep 25, 2019 | News/Media
As the United Kingdom continues its Brexit battle, exchange-traded fund (ETF) investors are taking notice and withdrawing their investments in European equities. According to data compiled by Bloomberg, the largest Europe ETF (NYSE: VGK) recently suffered its largest...
by csiska757 | Jul 18, 2019 | Awards, News/Media
Delegate Advisors has been named on AdvisoryHQ’s 2019 ranking of the Top 10 Financial Advisors in Greensboro, Chapel Hill and Winston-Salem, North Carolina. The list rates each of the top 10 firms based on a star system, with Delegate Advisors earning the top honor of...
by csiska757 | Jul 1, 2019 | News/Media
As potentially one of the biggest federal-tax-saving opportunities in decades, Opportunity Zone funds are popping up left and right. Designed to spur investment in neglected areas, Opportunity Zones provide investors with federal tax breaks when they reinvest the...
by csiska757 | Jun 26, 2019 | News/Media
As part of our work with wealthy families, we often see content we find interesting and relevant from the financial media. One topic that we have found to be widely popular among our clients is the future of the U.S. economy. Below are three articles from Advisor...
by csiska757 | Jun 25, 2019 | Awards, News/Media
Delegate Advisors has once again been named on the Largest Bay Area Wealth Management Firms list by the San Francisco Business Times. Coming in at no. 19, this marks the second consecutive year that Delegate has been included on this list. The list recognizes the...
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