by Kristin Beane | Feb 8, 2025 | FPANE News
Hosts Michael Connaughton and Chris Boyd are joined by Steve Tenney, Founder of Grandview and Company. Steve Tenney is the Founder of Grandview & Company. After 26 years as a Senior Portfolio Manager and Senior Vice President at UBS, Steve and his team launched...
by Kristin Beane | Feb 4, 2025 | FPANE News
Join FPA NE and Grayscale for Crypto Master Class. The introduction of crypto ETPs have given investors access to a new assets class. Given this expanded market, it is no longer a question of if financial professionals need to understand how to advise on crypto, but...
by Kristin Beane | Jan 26, 2025 | Consumer News, FPANE News, Home Page Features
Hosts Brad Wright and Kathleen Kenealy are joined by Sam Gough and Abe Ringer. Sam is the 2025 incoming FPA-NE Chapter President and Abe will be President-Elect (2026 President). When not volunteering to run our chapter, Sam is a Senior Client Advisor with...
by Kristin Beane | Jan 24, 2025 | Consumer News, FPANE News, Home Page Features
Helping Financial Advisors Save on Taxes – with Catherine Tindall, CFA More and more I keep hearing from other financial planners that they are struggling to find good CPAs that they can send their clients to for tax preparation. Too many CPAs are either retiring or...
by Kristin Beane | Jan 23, 2025 | Consumer News, FPANE News, Home Page Features
On this episode we speak with psychologist, behavioral finance expert and New York Times best-selling author, Dr. Daniel Crosby. Dr. Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, host of the Standard Deviations podcast, and author of numerous...
