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Will Midstream Master Limited Partnerships Take a Hit?

Will Midstream Master Limited Partnerships Take a Hit?

MLPs focused on oil and gas processing, transport and storage have rewarded investors, but low energy prices could shrink distributions. Midstream companies don’t explore or drill for oil and natural gas; they process, transport and store the extracted commodities. Their business results are often tied contractually to the...

Happy 7th Anniversary Coastal Bridge Advisors!

Happy 7th Anniversary Coastal Bridge Advisors!

October, 17, 2015: Seven years ago we stepped out of Merrill Lynch and into the world of independence where we can truly serve in our clients’ best interest. As we continue our mission of offering the best service to our clients, we want to thank them for their...

Coastal Bridge Advisors Hires Nikki Livolsi, Office Manager for LA Office

Coastal Bridge Advisors Hires Nikki Livolsi, Office Manager for LA Office

– New teammate to help in the development of West Coast business initiatives We are excited to announce the addition of Nikki Livolsi to the Coastal Bridge Advisors family. Nikki is an Office Manager for Coastal Bridge Advisors based in Los Angeles. Nikki is responsible for leading the...

Coastal Bridge Advisors Sponsors Fundraising Benefit for Cultural Alliance of Fairfield County

Coastal Bridge Advisors Sponsors Fundraising Benefit for Cultural Alliance of Fairfield County

Press Release: Norwalk, CT: On June 5th, over 175 dedicated arts and culture patrons, from across Fairfield County and beyond, attended the Cultural Alliance of Fairfield County’s “FCBuzz Gypsy Jazz Night,” at a stunning location on Fairfield’s Sasco Hill Road. The night was not only a...

Wirehouses in decline as advisers seek independence

Wirehouses in decline as advisers seek independence

Some of the original buzz stemmed from turmoil at the big companies after 2008, with Smith Barney being sold to Morgan Stanley and Merrill Lynch to Bank of America. That made breaking away more compelling, says Jeff Fuhrman, chief operating officer at LLBH d/b/a Coastal Bridge Advisors, which...

Happy Financial Advisors Need More Than Money: Study

Advisors who are unhappy with their pay have a reason to leave their employer. Yet even advisors who earn enough money might walk out if they dislike their work environment. Contrary to what many managers tell themselves, this isn’t always about a “poor fit.” Firms that...

Stop Sweating Revenue, and Prioritize Profits

Stop Sweating Revenue, and Prioritize Profits

Growing firms often prioritize the top line in the form of asset accumulation. This does lead to revenue growth and is an easy measure of success. But AUM-driven revenue paints an incomplete picture, experts say, since growing an advice practice requires investing in infrastructure. Firms that instead make...

Secrets to Managing Multiple Offices

Secrets to Managing Multiple Offices

With the growth of the RIA channel and active M&A environment, many firms are branching out and opening new offices. But how do you manage a business across multiple locations without diminishing firm culture and employee productivity? Employee travel and open communication are key drivers to sustaining...

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¹ This award was issued by Five Star Wealth Professional on September 29, 2022 for the time period 2/28/2022 through 9/2/2022. Fee paid for use of marketing materials. To receive this honor, a wealth manager must satisfy 10 objective eligibility and evaluation criteria.

² Award evaluated time period of January 2021 through December 2023 team AUM. Top 100 RIA category awarded June 20, 2023. Participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.

³ This award was issued on 11/1/23 by Five Star Professional (FSP) for the time period 2/13/23 through 8/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,564 Connecticut-area wealth managers were considered for the award; 313 (9% of candidates) were named 2023 Five Star Wealth Managers.