News Archive
Plan for healthy and wealthy aging
12/07/2017Author and Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP, was interviewed for Financial Advisor IQ about her new book, Aged Healthy, Wealthy & Wise.
READ MORECoventry Edwards-Pitt shares insights on how technology will (and won’t) change wealth management
12/03/2017Coventry Edwards-Pitt, CFA, CFP®, spoke with Financial Planning recently on the present and future of technology in advising.
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Coventry Edwards-Pitt talks about aging and the importance of planning now
12/01/2017MarketWatch 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.
READ MOREThe Family Office Exchange recommends “Aged Healthy, Wealthy & Wise”
11/17/2017The Family Office Exchange has featured Aged Healthy, Wealthy & Wise on their Recommended Reading List.
READ MOREHow to raise “Wealthy and Wise” children
11/11/2017ThinkAdvisor 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”
11/06/2017Nationally 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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FPA Career Night with Ballentine Partners
11/03/2017On 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.
READ MOREAge Healthy, Wealthy & Wise at the FOX Fall Forum
10/24/2017People 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 shares insights on building and growing a successful business
10/15/2017Executive 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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Japanese Stocks: A Contrarian View
10/02/2017Japan, 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. […]
READ MOREFPA Annual Conference: Brian Kelleher on cultivating a meaningful mentorship
09/29/2017On Monday, October 2, Wealth Planner Brian C. Kelleher will be presenting a session at the 2017 Financial Planning Association Annual Conference in Nashville, TN.
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Speaking Engagement: Impact Investing for Profit
08/24/2017On September 19, Will Tickle, CFA, our Director of Impact Investing, will speak on “Impact Investing for Profit: Constructing Portfolios That Help the World and Your Bottom Line”.
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Speaking Engagement: Ballentine Partners Executive Chairman & Founder to present keynote at 2017 Insider’s Forum
08/17/2017On Thursday, September 7, 2017, Executive Chairman and Founder, Roy Ballentine, CLU, ChFC, CFP®, will present a keynote address at Bob Veres’ Insider’s Forum Conference.
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Claudia Shilo named as a Hoffman-Hass Fellow
08/14/2017Chief Financial Officer Claudia Shilo, MPASsm, CFP®, PFS, was among the most recent graduating cohort of the Hoffman-Haas Fellowship as part of their 2017 Central Region summer cohort.
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Speaking Engagement: Finding Career Fit
08/04/2017Sheila Lawrence, MALD, CFP®, will speak at Noonan Scholars’ Summer Academy August 9 on their panel “Finding Career Fit”, enlightening students about her personal experience of carving her own path and discovering the right field for her.
READ MORECoventry Edwards-Pitt interview featured in Legacy Arts Magazine
07/07/2017Legacy Arts Magazine featured Coventry Edwards-Pitt in an article on how parents can raise their children to reflect their family’s values.
READ MOREWill Tickle featured in the Toniic T100 Impact Report
06/29/2017“Toniic’s T100: Insights from Impact Advisors and Consultants 2017” featured Will Tickle, CFA, Director of Impact Investing.
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Ballentine Partners named to the FT 300 list of top RIAs for 2017
06/22/2017Ballentine Partners was named to the fourth annual Financial Times 300 Top Registered Investment Advisors. This marks Ballentine’s fourth consecutive appearance on the list.
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Speaking Engagement: Gearing Up Conference
06/16/2017Senior Client Advisor Leah M. Warren, CFP®, led the workshop “Mastering Your Money” at the Gearing Up Conference at Bentley University.
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Speaking Engagement: SuperReturn US East Conference
06/13/2017Ballentine’s Senior Investment Advisor, Michael P. Chimento, CFA, was a featured speaker at the SuperReturn US East Conference in Boston, MA.
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Speaking Engagement: Impact Capitalism Summit 2017
04/25/2017Ballentine Partners’ Director of Impact Investing, Will Tickle, CFA, spoke on the panel “Trump Effect on the Market Across Asset Classes” at the Impact Capitalism Summit, in Chicago.
READ MORESpeaking Engagement: FPA of Northern New England Breakfast
04/20/2017Ballentine Partners’ Executive Chairman and Founder, Roy Ballentine, CLU, ChFC, CFP®, was the featured speaker for a sold-out crowd at an FPA of Northern New England educational breakfast in April.
READ MOREInvestment News speaks with Coventry Edwards-Pitt on what wealthy clients can do to ensure their children are well grounded
03/17/2017Our Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, was quoted in the Investment News article “Help wealthy clients to avoid deadbeat kids.” Children raised amongst wealth often face a unique set of challenges when learning about motivation, accountability, and what it means to succeed.
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