Paul Izlar joins as Managing Director and Brendan Keelan as an investment principal as firm continues growth across...
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
Senior Director, Advisor Experience (LA, New Orleans)
Summary: In this role, the Senior Director reports to the Chief Experience Officer and oversees the advisor experience...
The Power of a Data Driven Approach: A Discussion on Equity Markets and Quantamental Investing
https://vimeo.com/1070311275?share=copy We recently hosted an exclusive webinar with Jay Peters, CFA®, Managing...
April Market Volatility Update
https://vimeo.com/1072357211?share=copy We came into 2025 expecting a pickup in market volatility. It has not taken...
Market Volatility Update
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 Structured Note Strategies Among First Note SMAs on Envestnet & SMArtX STAMFORD, Conn., JAN. 24, 2025 —...