Articles

Insights from financial experts so you can stay informed.

- November 11, 2024

Breaking the Mold in Private Wealth Management

In an industry that’s largely stayed the same for decades, the team at 49 is redefining wealth management for clients who sit between traditional

- August 28, 2024

Understanding Compensation in the Financial Services Industry: A Comprehensive Guide

The financial services industry is often perceived as a world of high stakes, significant rewards, and substantial compensation packages. However, the reality of how

- August 28, 2024

Get to Know 49 Financial

Who We Are We are solution-oriented and focused on impact. Clients need an integrated-care approach to their finances– a team that leverages experts and

- June 13, 2024

The Importance of Having a Will and Power of Attorney: Clarity is Kindness

There are certain events in life that can trigger much larger conversations—getting married, buying a house, etc. These milestones often stir us to reflect

- June 4, 2024

Financial Advisor Shortage: How to Attract Top Young Talent

What is one of the major issues in the financial services industry right now? As older advisors are retiring, there is a substantial need

- May 30, 2024

Financial Planning: Process over Product

The financial planning industry has come a long way. The conventional model, rooted in recommending specific financial products, often left clients feeling skeptical and