NewEdge Wealth

Simplifying today for tomorrow and beyond. NewEdge Wealth helps simplify, organize and manage the demands your wealth has on your life today, while also delivering a customized wealth strategy to help achieve your legacy for tomorrow and beyond.

Articles by: NewEdge Wealth

Anneke Niemira, JD, LLM and Dale Schroeder Join the EO Radio Show

Anneke Niemira, JD, LLM and Dale Schroeder Join the EO Radio Show

Apr 23, 2025

Part OnePart TwoWe’re excited to share that Dale Schroeder, Managing Director, and Anneke Niemira, JD, LLM, Managing...

NewEdge Wealth Continues Expansion of Atlanta Presence with Two Experienced Financial Service Leaders

NewEdge Wealth Continues Expansion of Atlanta Presence with Two Experienced Financial Service Leaders

Apr 16, 2025

Paul Izlar joins as Managing Director and Brendan Keelan as an investment principal as firm continues growth across...

The Power of a Data Driven Approach: A Discussion on Equity Markets and Quantamental Investing

The Power of a Data Driven Approach: A Discussion on Equity Markets and Quantamental Investing

Apr 4, 2025

https://vimeo.com/1070311275?share=copy We recently hosted an exclusive webinar with Jay Peters, CFA®, Managing...

April Market Volatility Update

April Market Volatility Update

Apr 3, 2025

https://vimeo.com/1072357211?share=copy We came into 2025 expecting a pickup in market volatility. It has not taken...

Market Volatility Update

Market Volatility Update

Mar 6, 2025

https://vimeo.com/1063367023 Given the increase in market volatility over recent weeks, we thought it would be helpful...

NewEdge Investment Solutions Now Available on Envestnet, SMArtX Platforms

NewEdge Investment Solutions Now Available on Envestnet, SMArtX Platforms

Feb 24, 2025

NewEdge Structured Note Strategies Among First Note SMAs on Envestnet & SMArtX STAMFORD, Conn., JAN. 24, 2025 —...

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