wentworthms

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So far wentworthms has created 6 blog entries.

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

2019-01-08T11:14:52+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 2019-01-08T11:14:52+00:00

Wentworth Appoints Michael Breath Chief Financial Officer

2019-01-08T11:15:20+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 2019-01-08T11:15:20+00:00

Wentworth Acquires Purshe Kaplan Sterling

2019-01-07T16:46:10+00:00

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Wentworth Acquires Purshe Kaplan Sterling 2019-01-07T16:46:10+00:00