Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
07.24.2024
FinancialPlanning – Career changers reflect on the many paths into financial planning — and offer advice on making the switch
Featuring Jeff Farrar
By Rob Burgess They were military members, teachers, civil engineers, broadcasters, human resources directors and every profession in between. And now they’re financial advisors. While these career changers may not have much in common on the surface, one attribute they share is the desire to…
Read More05.09.2024
Financial Planning – Social Security is still in trouble. What should advisors tell their clients?
Featuring Jeff Farrar
By Nathan Place The latest numbers are in, and Social Security is still drifting toward insolvency — just slightly less rapidly than it was last year. On Tuesday, Social Security’s board of trustees released its 2024 report on the program’s finances, and they’re precarious. By…
Read More03.20.2024
USA TODAY – Spring cleaning’ for your finances: 12 money moves to make right now
Featuring Jeff Farrar
Daniel de Visé USA TODAY Spring cleaning can mean tidying up your wallet or pocketbook, as well as your closet. In the spirit of renewal, here are 12 financial moves you should make this spring. Some are annual rituals or should be. Others are tasks…
Read More01.11.2024
InvetmentNews – Prospecting for clients the ‘old-fashioned way’
Featuring Jeff Farrar
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches. If you’re looking for new ways to prospect for new clients this year, be prepared to be disappointed. It seems most advisors prefer to stick with what they’re already comfortable with – networking and referrals….
Read More12.15.2023
InvestmentNews- Gen Xers will not retire comfortably, Schroders finds
Featuring Jeff Farrar
Advisors say the age at which people retire and the definition of retirement are changing. December 14, 2023 By Josh Welsh Many Americans’ lives consist of going to school, getting a job, buying a home, having a family and saving for a nice retirement. For…
Read More10.27.2023
InvestmentNews – SMAs outpace mutual funds for wealthier clients, report shows
Featuring Jeff Farrar
Affluent investors have been pouring money into separately managed accounts and turning slightly away from mutual funds, a new consumer research report shows. As of 2022, 22% of U.S. households that invest had SMAs, up from 13% in 2020, according to data published Thursday by Hearts…
Read More09.25.2023
USA TODAY – Savings account interest rates are best in years, experts say. How to get a high yield.
Featuring Jeff Farrar
Daniel de Visé Once upon a time, banks rewarded customers who opened savings accounts with stuffed lions, canvas totes – and interest. Lots of it. Those days are gone. The average savings account now yields about 0.45% annual interest, according to the Federal Deposit Insurance Corp. Rates remain stubbornly low…
Read More08.02.2023
Citywire – The forever game: Why large RIAs are entering the trust business
Featuring Jeff Farrar
In July of 2021, Moneta chief executive Eric Kittner hired Matt Harlan to help his firm do something unusual. Moneta, a $31bn RIA based in St. Louis, Mo., had recently chartered a new trust company in Kansas and needed someone to head up the business…
Read More08.02.2023
Investment News – Advisors take US debt downgrade in stride: ‘More to do with politics than economic stability’
Featuring Jeff Farrar
Financial advisors weren’t expecting a credit rating agency to downgrade U.S. debt two months after the country avoided a default, but they’re taking the move in stride. Late Tuesday afternoon, Fitch Ratings demoted U.S. bonds from ‘AAA’ to ‘AA+,’ citing “expected fiscal deterioration” in coming years,…
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