Coventry Edwards-Pitt, CFA, CFP®

Plan for healthy and wealthy aging

12/07/2017

Author and Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP, was interviewed for Financial Advisor IQ about her new book, Aged Healthy, Wealthy & Wise.

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Coventry Edwards-Pitt, CFA, CFP®

Coventry Edwards-Pitt shares insights on how technology will (and won’t) change wealth management

12/03/2017

Coventry Edwards-Pitt, CFA, CFP®, spoke with Financial Planning recently on the present and future of technology in advising.

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Cover of the book "Aged Healthy, Wealthy & Wise"

Coventry Edwards-Pitt talks about aging and the importance of planning now

12/01/2017

MarketWatch interviewed author and Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, on what steps baby boomers can take now to make sure they’re prepared in the event of cognitive decline in their later years.

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Cover of the book "Aged Healthy, Wealthy & Wise"

The Family Office Exchange recommends “Aged Healthy, Wealthy & Wise”

11/17/2017

The Family Office Exchange has featured Aged Healthy, Wealthy & Wise on their Recommended Reading List.

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Coventry Edwards-Pitt, CFA, CFP®

How to raise “Wealthy and Wise” children

11/11/2017

ThinkAdvisor interviewed Chief Wealth Advisory Officer and author Coventry Edwards-Pitt on steps parents can take to ensure their children grow up well rounded in the presence of wealth.

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Ballentine Partners’ Coventry Edwards-Pitt releases new book “Aged Healthy, Wealthy & Wise”

11/06/2017

Nationally recognized wealth advisor Coventry Edwards-Pitt applies the success-story format of her highly acclaimed first book, Raised Healthy, Wealthy & Wise, to one of today’s most pressing issues: how to age well—given our increased longevity—and ensure that our later years have a positive rather than negative impact on our families.

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Brian Kelleher, CFP®

FPA Career Night with Ballentine Partners

11/03/2017

On November 8, Brian C. Kelleher, CFP®, will be a featured panelist on pursuing a career in financial planning at the Financial Planning Association of Massachusetts’ Financial Planning Career Night at Boston University. 

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Coventry Edwards-Pitt, Covie, Raised Healthy Wealthy Wise, MarketWatch, WSJ, Wall Street Journal, Women, ,Finance, Money, Heirs, keys to success, book, social impact investing, preserving

Age Healthy, Wealthy & Wise at the FOX Fall Forum

10/24/2017

People are living longer than ever, but are we living better than ever? Is there anything we can do when we’re younger to make sure our last years are the best they can be?

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Roy Ballentine, ChFC, CFP®

Roy Ballentine shares insights on building and growing a successful business

10/15/2017

Executive Chairman & Founder, Roy C. Ballentine, CLU, ChFC, CFP®, was featured in the October 2017 issue of Inside Information by Bob Veres. In the article, “Power Practice Management”, Roy discusses twelve of the most valuable things he’s learned about management and leadership.

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Andrew Hacker

Japanese Stocks: A Contrarian View

10/02/2017

Japan, the economy and stock market that investors love to hate, is once again seeing renewed interest from Western investors. After 25 years of fits and starts, growth in earnings and GDP have exceeded expectations this year. Second quarter annualized GDP growth came in at a surprising 4% compared to forecasts of 2.5%. Many investors who had written off Abenomics as a failure (the Japanese version of easy money as directed by Prime Minister Shinzo Abe) are starting to reconsider their position. […]

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