Balancing Act
The transfer of wealth among generations finds financial advisors walking a tightrope between tech-savvy millennials seeking to invest and retirees looking for payouts.
wealth management
Future of Work: ‘We Have Had One Of Our Best Years For New Business’
The managing director of Ferguson Wellman Capital Management makes the case for bringing employees back to the office.
Staying the Course
Wealth managers advise sticking to an investment plan in this time of economic upheaval.
Powerlist: 2020 Financial Planners
The state’s top financial planners, ranked by Oregon assets under management.
Policy Brief: Seeking Peace in a Time of Economic Chaos
A wealth management expert offers tips on financially surviving the recession.
Passing the Baton
Ferguson Wellman is in the middle of an ambitious plan to increase the number of employees who own stock in the firm. It is a move aimed at addressing the demographic time bomb that is about to hit the wealth-management industry.
The Financial Advisor Time Bomb
The wealth management industry is working out ways to diversify its aging workforce.
Downtime with Troy Reinhart, partner at Northwest Quadrant Wealth Management
The wealth manager talks about his love of hunting, Ayn Rand’s Atlas Shrugged and why it is a great time to become a financial advisor.
As new wealth comes to Oregon, money managers are kept busy
Assets under management reach record highs.