December 18, 2023

News & Press

How A Multi-Family Office is Creating A Diverse Talent Pipeline

We are pleased to have a spotlight in Financial Planning Magazine about our Ballentine Partners Scholarship to Create A Diverse Financial Planning Profession with The CFP® Board.

Click here to read the full article.

Recent Insights

Canaries in the Coal Mine: Credit Markets are Sending Positive Signals
Market participants are hyper-focused on looking for clues as to whether the Federal Reserve will be able to orchestrate either a “soft landing” or “no landing” for the economy. The credit markets may have just given a clue. One typical metric looked at as a forecast for the economy is the spread in the US high-yield corporate bond market (calculated as […]
May 7, 2024
Coventry Edwards-Pitt speaks on The Rainbow Bull Podcast
Host Tim Volk speaks with Coventry Edwards-Pitt, our Chief Creative Officer, along with Crain Currency’s Kristen Olivieri, about navigating the dynamics of relationships when wealth is in play. Listen to the podcast here. Disclosure Information: This presentation is intended for educational purposes only. The Ballentine Partners employee was a guest for this podcast and not compensated […]
May 1, 2024
A Differentiated Approach to Direct Indexing
Introduction We are big fans of ETFs. But our research shows that investors may see even better after-tax outcomes through direct indexing separately managed accounts (SMAs). The financial industry has also recognized this potential, and the marketing hype has reached a fever pitch. So we yet again must take a skeptical approach as we do […]
April 23, 2024