Whitepaper: Recipe for a Roll-Up
Articles, Webinars & Media Appearances
Bloomberg Appearance: Investor Caution Persists Amid High Valuations, highlights Brian Nick of NewEdge Wealth
Brian Nick, Managing Director, Head of Portfolio Strategy, notes that despite strong equity performance and elevated valuations, investor caution remains high due to concerns about long-term interest rates, Fed independence, and geopolitical risks.
NewEdge Wealth Named Wealthies Finalist for ASCEND
We are pleased to share that NewEdge Wealth’s Onward Entrepreneur Series is a finalist in the Client Initiatives category of the 2024 WealthManagement.com Wealthies awards!
NewEdge Wealth Continues Nationwide Expansion with Addition of First Chicago Team
NewEdge Wealth announced that a Chicago-based team led by veteran wealth manager David Chase has joined the firm.
Bloomberg Appearance: Brian Nick of NewEdge Wealth on Growing Investor Caution
Brian Nick, Managing Director, Head of Portfolio Strategy, discusses how markets are treading carefully as investors await comments from Fed Chair Jerome Powell.
Hunter Gehring Named Partner at NewEdge Wealth
NewEdge Wealth is pleased to announce that Hunter Gehring has been named Partner. Since joining the firm in 2023,...
Fox Business Appearance: “The trend in the market is still resoundingly positive,” says Cameron Dawson, CFA®
Cameron Dawson, CFA®, Chief Investment Officer, analyzes why the market is continuing to climb on ‘Barron’s Roundtable.’
