Next video:
Loading the player...

Anders Ferguson, founding principal at Veris Wealth Partners, leads the company’s strategy, marketing and business development with nearly $1 billion under management. He spoke with Caleb Silver about private wealth management with a focus on impact investing.

Related Articles
  1. Financial Advisor

    Do You Need Wealth Management?

    Wealth management is a service that combines financial and investment advice, accounting and tax services, and legal and estate planning.
  2. Managing Wealth

    How to Find the Best Wealth Manager

    Finally there exists a small number of financial advisors who can be considered modern wealth managers. Here's how to find them.
  3. Financial Advisor

    Wealthy Clients: How Advisors Can Nab More of Them

    Wealth management firms still only manage a minority of the assets of high net worth individuals. Here are some insights into how to tap their market.
  4. Investing

    Private Wealth Shifting To Asia

    A look at the changing landscape of privately held wealth across the globe
  5. Financial Advisor

    What is Wealth Transfer?

    As the Greatest Generation and Baby Boomers age, they're poised to leave their wealth to Millennials.
  6. Trading

    How Currency Fluctuations Impacted 2016 Wealth

    These countries were impacted the most by currency swings.
  7. Investing

    Top Hedge Fund Managers to Watch in 2017

    Though in a flailing industry, these managers may be able to turn around fortunes for their firms.
  8. Financial Advisor

    Career Advice: Investment Banking Vs. Wealth Management

    Take a comparative look at two of the most popular career choices in the financial sector, wealth management and investment banking.
  9. Financial Advisor

    What the Wealthy Want Most from Their Advisors

    Global wealth is rising and expected to continue. Advisors should know that the wealthy value fee transparency, performance.
  10. Tech

    Advisors: $240B in Fees Up for Grabs by 2030

    Advisors have an opportunity to win generational assets over the next 15 years. Here are some tips on how to cater to different demographics.
Hot Definitions
  1. Short Covering

    Short covering is buying back borrowed securities in order to close an open short position.
  2. Covariance

    A measure of the degree to which returns on two risky assets move in tandem. A positive covariance means that asset returns ...
  3. Liquid Asset

    An asset that can be converted into cash quickly and with minimal impact to the price received. Liquid assets are generally ...
  4. Nostro Account

    A bank account held in a foreign country by a domestic bank, denominated in the currency of that country. Nostro accounts ...
  5. Retirement Planning

    Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve ...
  6. Drawdown

    The peak-to-trough decline during a specific record period of an investment, fund or commodity. A drawdown is usually quoted ...
Trading Center