Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Taylor Thomas, CFP®. Round Table Wealth Management is a New York-based independent registered investment advisory firm founded twenty years ago and now manages in excess of $1 billion of assets.
At last month's Westfield Town Council meeting, Round Table Wealth Management had the pleasure of being recognized by Green Westfield as a sustainable business. Round Table received a medallion for their efforts in reducing plastic waste [...]
Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Frederic Behrens, JD, CFP®. Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1 billion of assets.
The financial services industry is attempting to move away from harmful sales practices toward more customer-friendly standards. Much has been written about the Securities and Exchange Commission's Regulation Best Interest adopted in June 2019 that governs the sale of investments. [...]
American expats in the UK face many obstacles to successfully growing their wealth. These cross-border financial planning issues are complex, but do not have to be overwhelming.
This past Tuesday, Round Table’s Chief Investment Officer Robert Davis had the pleasure of moderating a panel for the CFA Society of New York discussing Tangible Opportunities in Emerging Markets. The panel, comprised of prominent economists and investment managers [...]
In an interview at TD Ameritrade's LINC conference, our founder and CEO, Steven Giacona, shares his thoughts on why he chose to start an RIA as well as offering advice to those looking to pursue a career in the [...]
Last week, Frederic Behrens, JD, CFP and Steven Giacona, CPA, MS, TEP had the pleasure of speaking to a captivated crowd at Chicago Booth MBA School’s London campus, sharing US/UK financial planning strategies to maximize American [...]
Speaking to a captivated crowd at TD Ameritrade’s LINC 2019, our own Marcia Paltenstein discussed technology to transform your business, and how to implement it. The session addressed various technologies that Round Table has implemented to put us on [...]
Round Table’s Frederic Behrens was recently quoted in US News & World Report discussing the hidden costs of retiring abroad. If you’re a US citizen looking to retire abroad, this article highlights some key points to address. Please reach out [...]