Companies often have to evolve before reaching their full potential. For Moneta Group, evolution has been constant during its nearly 140-year existence. Founded in 1869 as an insurance business, today’s Moneta Group is a client-centered financial services company managing more than $14 billion. Over the last three years, company revenues have increased by nearly 50 percent. Principal, Chairman, and Managing
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Charles Schwab’s most recent generational study shows investors between the ages of 30 and 45 control nearly $3.5 trillion in investable assets. What’s more, over the next three decades, $16 trillion in investable assets is projected to transfer to the next generation. Numbers like this tend to pique financial advisors’ interest. An extraordinary amount of money is set to change
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Most businesspeople think about the future of their firm on a daily basis: Where will the next dollar come from? What opportunities will be next? What strategy is best? But many businesses overlook one vital part of their future: their succession plan. A succession plan is important for savvy business owners; it ensures that when they choose to retire or
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