News & Insights

Adam Hess, Vice President at CW Boss, discusses what it was like to close out his career as a pro basketball player in the EuroLeague, and finding success as a financial advisor to help other pros going through the same transition.

Diamond Consultants share their top independent advisor interviews curated from the last 12-months of their podcast series, including a segment with Cyndeo Wealth Partner’s CEO, Matt Kilgroe.

Nate Johnson, Vice President at CW Boss, provides advice for young people interested in entering the wealth management industry.

Nate Johnson, Vice President at CW Boss, discusses why registered investment advisors focus on education and a hands-on approach to win athlete clients as they compete with wirehouses.

The ability to present a wider array of options to clients is chief among the reasons advisors are choosing to break away from wirehouses, according to a survey by Dynasty Financial Partners of independent advisors in its network.

Investors face a dilemma. Should they wager on a recovering economy — or prepare for more fits, starts and maybe even lockdowns? To help you figure out where opportunities may lie in this shifting landscape, Bloomberg asked six investment experts where they would put $100,000 now.

Younger financial advisors say they can grow with clients and their children, possess the exuberance of youth and are adept with the use of technology. Clients appreciate it when younger advisors are technology savvy and use those skills to have more engagement.

Despite the warnings, athletes keep running through their money. Athletes face a challenge early in life that other standout achievers encounter later, something called a “liquidity event.” This life-altering infusion of assets can be jarring even for those with decades of adult experience in business.

Business exit planning expert, Pete Frantzis, shares how Cyndeo guides and advises business owners on “transitioning” their businesses. This calls for matching the present owner’s financial goals and legacy aspirations with possible deal structures and likely outcomes as a path to a transition that comes as close to the seller’s ideals as possible.

Whether it’s Bitcoin, crypto, or big picture financial planning, CW BOSS of Cyndeo Wealth Partners has the professional experience to guide our clients’ desires, while keeping an eye on their overall financial plan. Read more in this Barron’s featuring Kansas City Chief Sean Culkin, Nate Johnson, and Matt Kilgroe.