2025 Challenges for Wealth Managers to Raise with Clients
It’s imperative that wealth managers discuss these topics to plan for clients’ resilience and growth. As published in Rethinking65 By Mallon FitzPatrick, Head of Wealth Planning As the new year
Dynasty 529 Plans Can Build Generational Wealth
Leveraging these college-savings plans for tax-free growth combats rising education costs but families must keep up with IRS developments. As published in Rethinking65 By Mallon FitzPatrick A 529 plan is arguably
2024 mid year investment and wealth planning outlook webinar
Chief Economist Jeanette Garretty hosted Chief Investment Officer Stuart Katz and Head of Wealth Planning Mallon FitzPatrick as they discussed the first half of 2024 and their outlook for the
3 Questions with Robertson Stephens featuring Head of Wealth Planning, Mallon FitzPatrick
Chief Marketing Officer Louis Calabrese hosts Mallon FitzPatrick to talk about wealth transfer planning and strategies on how to approach it.