Resources

At Coastal Bridge Advisors, we combine our extensive financial expertise with an intimate knowledge of our clients. We offer a comprehensive suite of services and are committed to building client relationships and strategies that transcend market-driven barriers.

In the following essays, various team members from Coastal Bridge Advisors provide insights into how we operate and best serve our clients.  These articles should inform your views of financial well-being and foster a more intelligent approach to fulfilling your personal goals.

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What’s the difference between a human adviser and a robo-adviser?

By: Sarah Simon As Published in Worth Magazine The buzz surrounding robo-adviser platforms has led some observers to debate the merits of human advisers over their artificial counterparts. Robo-advisers, after all, provide automated investment-management services and, buoyed by an extended bull market, have grown in notoriety. Certainly, we see the important and fundamental purpose that technology …

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Why are so many advisers joining the independent ranks?

By: David James As Published in Worth Magazine The marketplace for wealth-management services has been undergoing a period of significant evolution, with the pace of change accelerating in recent years. In my view, these changes have improved the quality of service. Today, many investors view traditional Wall Street business models as antiquated and conflict-ridden. While many …

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Why is cybersecurity important, and what steps should an advisory firm take to ensure that clients have it?

By: Liz Perez As Published in Worth Magazine There is little doubt technology has had a positive effect on the lives of countless people worldwide. However, technology also has its dark side: Cybercrime itself may well be the single most profitable criminal endeavor of all time. The numbers of individuals and businesses impacted by digital attacks …

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What is the standard of care I should expect of my advisor?

By: Jeff Fuhrman As Published in Worth Magazine The complexities of the financial services industry are well documented. That’s why many investors navigate a path to financial well-being by seeking the services of a financial advisor. However, even the most sophisticated among us can have a difficult time choosing an advisor we trust, one who has …

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What role does compliance play with registered investment firms, and why is it important to you?

By: Jim Pratt-Heaney As Published in Worth Magazine Registered Investment Advisors have a fiduciary duty to their clients. This means that they have a fundamental obligation to act and provide investment advice in their clients’ best interest. For SEC-registered firms, the Commission dictates that Registered Investment Advisors “owe clients a duty of undivided loyalty and utmost …

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What security measures does your advisor have in place to protect against fraud?

By: Jim Pratt-Heaney As Published in Worth Magazine “Protecting the security of your assets is of paramount concern and we’re constantly evaluating our policies and procedures to be sure yours are in safekeeping.” Jim Pratt-Heaney Globalization has driven dramatic economic, political and technological advances. At the same time, our inter-connected world has contributed to a notable …

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Why Is It Important To Work With A Well Managed Financial Advisory Firm?

By: Jeff Fuhrman As Published in Worth Magazine “A well-managed firm is effective at recruiting and retaining the best and brightest. A motivated, high-caliber team with longstanding tenure will produce an unsurpassed level of work, to the clients’ benefit.” Jeff Fuhrman When the attributes of a successful financial advisory firm are discussed, metrics such as assets …

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Investment fees: Do you really know what you are paying?

By: Jim Pratt-Heaney As Published in Worth Magazine “As veterans in this industry, we are disturbed that the real cost to the client is often not clearly disclosed.” —Jim Pratt-Heaney Imagine you have just had a physical. The doctor says that if you do not take immediate action to treat a disease you have, you could die. So …

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