Writer: Joey Garrand 2 min read March 2021 — The pandemic has forced many to rethink their investment and retirement strategies. Invest: interviewed wealth management and financial planning leaders to gather their insights regarding lessons learned. According to Drew Catanese, Managing Director for Coastal Wealth, a couple of things emerged
By: Felipe Rivas 2 min read November 2020–2020s ever changing landscape has been a roller-coaster ride for companies, small businesses, families and the financial professionals who service them. In Charlotte, and throughout the nation, financial planning and wealth management firms have been instrumental in guiding individuals and businesses through the challenges and
By: Max Crampton-Thomas 2 min read May 2020 — Wealth management services have undergone significant transformation over the last two decades, as the financial landscape grows in sophistication. Joseph Fernandez, regional president of BNY Mellon Wealth Management, shares his insights on what makes a financial firm successful in catering to today’s
