GMAG | News

...

...

...

...

...

...

...

...

...

...

Charles Scarallo, one of GMAG’s private wealth advisors, recently attended the second annual Forbes/SHOOK Top Advisor Summit in Las Vegas, Nevada. This important conference gathers advisors and other industry leaders who are focused on client impact, providing high-level financial insight and disc...

Frank Balas, GMAG’s manager of research and investment strategy, recently sat on a panel at The New York RIA Summit to discuss investment strategy, global trends and best practices in compliance, and technology.   The Summit provided six in-depth discussion panels and keynote presentation...

Charles Scarallo, one of GMAG’s private wealth advisors, attended the 53rd Annual Heckerling Institute on Estate Planning Conference in Orlando, Florida.   The 53rd Institute offered practical guidance on today’s most important tax and non-tax planning issues, including the planning cha...

...

...

...

...

...

Frank Marzano merited a spot in each of the annual Barron's Top 1,200 Financial Advisors....

Cara Soviero & Taylor Stathis attended the Barron’s Top Advisory Team Summit in Las Vegas, Nevada.  The invitation-only conference was hosted by Barron’s to promote the best practices and generate new ideas in the wealth management industry....

Our investment team members, Frank Balas and Eric Bernstein, hosted a seminar today at St. Anthony's High School teaching kids the principles of investing. It was an amazing day. The kids were so eager to learn and found this information so valuable....

The Forbes ranking of America’s Top Wealth Advisors rates thousands of wealth advisors on metrics like revenue trends, assets under management, compliance records and industry experience. Frank Marzano was rated by Forbes America’s Top Wealth Advisors as #5 in New York. ...

Charles Scarallo, one of our private wealth advisors, attended the 52nd Annual Heckerling Institute on Estate Planning Conference in Orlando, Florida....

In 2017, financial markets around the world were driven by the most important economic indicators: growth and inflation. Synchronized, accelerating growth combined with moderate inflation resulted in strong returns across all major asset classes. Our outlook, which is based on the most recent econom...

Over the last few months, it is likely that each of us knows someone who has been – or have ourselves been – the target of a cyber threat. Attacks such as the WannaCry virus in May, the Equifax breach disclosed in early September, the breach of the SEC’s electronic data gathering system disclo...

We are proud to announce that Frank Marzano and GM Advisory Group have been named one of the Top 100 Independent Wealth Advisors for the third straight year by Barron’s Magazine. Barron’s 2017 Top 100 Independent Wealth Advisors ranking reflects the volume of assets overseen by the advi...

Long Island’s Adventureland’s Helping Hands Foundation is the non-profit arm of Adventureland, supporting the Long Island community in increasing awareness about local issues, supporting local initiatives, and providing educational resources for community residents.  ...

GMAG | Good Works has made a donation to the J.J. Watt Foundation to aid in the relief efforts in Houston. JJ Watt Foundation help the people of Houston directly by supplying water, food, clothing, cleaning supplies, personal care products, blankets and more. We sincerely wish......

Our Chief Investment Officer, Stephen Raneri was quoted in this Forbes article discussing Hurricane Harvey’s impact on energy prices. Click link to read full article....

This year, Frank spoke about Team Development: Leveraging Elite Talent to Generate Business Growth. Barron’s rates the top independent wealth advisory firms every year and invites those in the Top 100 to an annual meeting where there are information sessions with experts across a wide......

GM Advisory Group has been named, yet again, to America’s Top 1200 Financial Advisors in Barron’s Annual Ranking Covering All 50 States. In August 2016, GMAG was also recognized on Barron’s list of the country’s Top 100 Financial Advisors. Frank Marzano has also been asked to speak......

We are extremely proud to share the news that Frank and GM Advisory Group were recognized on their list of the country’s Top 100 Independent Financial Advisors.   Per Barron’s, their ranking of Top 100 Independents reflects a number of factors, including the quality of......

Christine Annibale attended the 2016 Pershing Insite Conference in Orlando, Florida in June. This year’s conference featured many influential speakers such as Colonel Jill Morgenthaler, Retired U.S. Army Colonel, George Blankenship, Former Executive at Telsa Motors, Apple and GAP, Neil Blunmenthal...

GM Advisory Group is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 16, 2016. The list recognizes top independent RIA firms from across the U.S.   This is the third annual FT 300 list,......

Eric Bernstein attended the 2016 NSCP Spring Compliance Conference in New York, NY in May.  This conference addressed current compliance issues, risks, and compliance officer liability.  The conference offered tools for managing regulatory and business risks as well as best practices for maintaini...

In May 2016, Frank Marzano and Frank Balas attended the SALT conference to gather industry knowledge around alternative investing and the broader capital markets. The SALT conference is quickly becoming the premier alternative investing conference held annually. The conference is designed to give pa...

The CFP® certification is the recognized standard of excellence for personal financial planning. The CFP® designation identifies professionals who have met the high standards of competency and ethics established and enforced by CFP® Board.   Frank completed courses in financial planning, ins...

A CPA license is the accounting profession’s highest standard of competence and is an indication of mastering the critical elements of accountancy. Chris will continue to participate in continuing professional education as part of the NY State Board of Accountancy’s requirements. Chris’ knowle...

The CFA Program provides a strong foundation of advanced investment analysis and real-world portfolio management skills.  The CFA Program and its charterholders are dedicated to promoting investor protection, championing ethics and market integrity (including fairness, transparency, and structure i...

We are very excited and proud to share the news that in this weekend’s issue of Barron’s, Frank and GM Advisory Group were recognized on their list of the country’s Top Advisors for the second consecutive year.   Per Barron’s, the ranking is a state-by-state......

GMAG attended Markets Group’s Private Wealth New York Forum in November 2015, where he participated in a panel discussion on the use of alternative investments across the wealth management industry. This year’s Private Wealth New York Forum featured speakers with expertise in asset allocation, r...