wentworthms

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So far wentworthms has created 9 blog entries.

World Class Results Begin with a Multi-Dimensional Approach

2019-02-20T14:33:11+00:00

In this special guest post by ultra-marathon runner Greg Nance we learn how to apply lessons from ultra-marathon running to the wealth management space. At Wentworth, we know from first-hand experience that independence is a journey. If you are an independent advisor — or simply thinking of becoming an independent advisor — we are sure [...]

World Class Results Begin with a Multi-Dimensional Approach 2019-02-20T14:33:11+00:00

Risk Vigilance from Antarctic Marathons to American Wealth Management

2019-01-31T17:24:04+00:00

Antarctica, the frozen continent, is an unforgiving and unrelenting wasteland. Visitors are greeted by sub-zero temperatures, bone-chilling winds, hidden crevasses, endless ice sheets, perpetual darkness in winter, and blinding glare during summer. Since the earliest days of polar exploration, adventurers have sought to mitigate the inherent risks imposed by Antarctica. Pioneering Antarctic explorer Ernest [...]

Risk Vigilance from Antarctic Marathons to American Wealth Management 2019-01-31T17:24:04+00:00

Take the Leap: Reflections on Running 155 Miles Across the World’s Driest Desert

2019-01-24T16:44:44+00:00

109 runners gathered at the starting line of the Atacama Crossing, a 155-mile ultra marathon across the world’s driest desert. At an elevation of 10,500 feet, I felt the thin air with each chilled breath. I blew into my hands in a futile attempt to warm numb fingers before tightening my ruck sack, loaded [...]

Take the Leap: Reflections on Running 155 Miles Across the World’s Driest Desert 2019-01-24T16:44:44+00:00

How to Spot, Manage, and Mitigate Risk

2019-01-16T11:46:15+00:00

An Introduction to Risk Management When it comes to investing, returns hinge in part on your tolerance of non-systemic risks. At its core, risk is uncertainty—uncertainty that the investment you make today will pay off tomorrow (or in the next week, year, or decade). Uncertainty that if you swim in faster currents [...]

How to Spot, Manage, and Mitigate Risk 2019-01-16T11:46:15+00:00

Trends in Financial Cybersecurity

2019-01-07T17:08:08+00:00

With ever-changing cybersecurity regulations and new technology integrations, wealth management professionals are required to keep up with trends and update strategies accordingly. New cybersecurity regulations often change from year to year. For example, in May 2018, General Data Protection Regulation (GDPR) updated laws across the EU for data privacy standards, and subsequent standards [...]

Trends in Financial Cybersecurity 2019-01-07T17:08:08+00:00

Independence is a Journey: How I’m Training to Run 7 Marathons in 7 Days on 7 Continents

2019-01-08T11:17:28+00:00

In this special guest post by ultra-marathon runner Greg Nance, we learn what it takes to train for and run seven marathons on seven continents in seven days. Yes, you read that right. Think about what that really means. That's quite a commitment -- one that will require personal sacrifice, grit, focus, and determination. Why [...]

Independence is a Journey: How I’m Training to Run 7 Marathons in 7 Days on 7 Continents 2019-01-08T11:17:28+00:00

Wentworth Management Enters Into a Definitive Purchase Agreement to Acquire World Equity Group

2019-02-20T14:25:15+00:00

NEW YORK, Dec. 7, 2018 -- Wentworth Management Services LLC ("Wentworth"), a growing aggregator of broker-dealers nationwide, today announced that the firm has entered into a purchase agreement to acquire World Equity Group, an independent broker/dealer based in Arlington Heights, Illinois. The announcement was made on the final day of the MarketCounsel Summit being [...]

Wentworth Management Enters Into a Definitive Purchase Agreement to Acquire World Equity Group 2019-02-20T14:25:15+00:00

Wentworth Appoints Michael Breath Chief Financial Officer

2019-02-20T14:24:36+00:00

NEW YORK, Sep. 18, 2018 --Wentworth Management Services, LLC (“Wentworth”), a holding company that specializes in acquiring independent broker-dealers and insurance agencies, announced today the addition of finance industry veteran Michael Breath. Breath comes to Wentworth from SunTrust Bank to serve as Chief Financial Officer (CFO) of the holding company effective September 17, [...]

Wentworth Appoints Michael Breath Chief Financial Officer 2019-02-20T14:24:36+00:00

Wentworth Acquires Purshe Kaplan Sterling

2019-02-20T14:01:24+00:00

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Wentworth Acquires Purshe Kaplan Sterling 2019-02-20T14:01:24+00:00