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How far we’ve come
Financial independence for American women has been hard won. We celebrate the milestones — from coverture to credit access — and look to what’s next.
&Partners celebrates 2026 Forbes Best-in-State Next-Gen Wealth Advisors
Four under-40 advisors demonstrate the talent and client commitment shaping the next generation of wealth management.
“The Future of Advisor Value” with Matt Doran and Duncan MacPherson
Matt Doran joins Duncan MacPherson on his podcast, Always On for Financial Advisors to discuss artificial intelligence, alternative investments, and financial advisors’ evolving role.
Five grievances: Why advisors are choosing independence
The Founding Fathers listed 27 grievances before declaring independence. Today’s advisors repeatedly name five.
Insights
Six reasons to consider independence
Why do advisors decide to make the move to independence? &Partners’ Randy Bradshaw shares his insights and six reasons straight from our advisors themselves.
Inside &Partners’ approach to estate planning
How can clients pass more wealth to heirs? Two of our partners explain why they think it’s wise to let financial advisors coordinate estate planning.
Managing outsized returns
For Q4, the &Partners Investment Team examines risks from outsized returns, updates its market outlook, and explores international diversification.
&Partners in the news
&Partners celebrates 2026 Forbes Best-in-State Next-Gen Wealth Advisors
Four under-40 advisors demonstrate the talent and client commitment shaping the next generation of wealth management.
“The Future of Advisor Value” with Matt Doran and Duncan MacPherson
Matt Doran joins Duncan MacPherson on his podcast, Always On for Financial Advisors to discuss artificial intelligence, alternative investments, and financial advisors’ evolving role.
&Partners draws upstate New York team with $864 million in assets
The addition of Foothills Legacy Wealth Management follows a stretch of rapid growth for &Partners, with 117 advisor practices and counting.
Smart reads
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