Category: In the News

Financial Planning for Accounting Firm Partners

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.

By |2019-12-05T18:30:13+00:00November 11th, 2019|In the News, Webinars|Comments Off on Financial Planning for Accounting Firm Partners

Financial Planning for Law Firm Partners

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.

By |2019-12-05T18:39:46+00:00October 16th, 2019|In the News, Webinars|Comments Off on Financial Planning for Law Firm Partners

New York Passes Best Interest Regs for Life Insurance

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. [...]

By |2019-09-18T21:38:21+00:00September 18th, 2019|In the News|Comments Off on New York Passes Best Interest Regs for Life Insurance

Tangible Opportunities in Emerging Markets

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 [...]

By |2019-07-15T20:19:55+00:00April 12th, 2019|In the News|Comments Off on Tangible Opportunities in Emerging Markets

TD Ameritrade LINC Conference

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 [...]

By |2019-02-20T13:47:36+00:00February 19th, 2019|In the News|Comments Off on TD Ameritrade LINC Conference

7 Hidden Costs of Retiring Abroad

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 [...]

By |2019-06-18T22:15:23+00:00October 12th, 2018|In the News|Comments Off on 7 Hidden Costs of Retiring Abroad