by Daniel Kukla | Dec 28, 2021 | Kittner Team, News Room
Financial Planning turned to Moneta CEO Eric Kittner as one of the key voices and thought leaders for a story about RIA industry trends heading into 2022. Kittner provided insight on the flow of advisors leaving brokerage houses to become fiduciary RIAs, as well as...
by Daniel Kukla | Dec 6, 2021 | Kittner Team, News Room
Moneta CEO Eric Kittner appeared as the featured guest on The InvestmentNews Podcast to discuss the recent trend of wirehouses trying to make inroads in the RIA space. The conversation also touched on what the influx of money is doing to the RIA marketplace and if...
by Daniel Kukla | May 10, 2021 | Kittner Team, News Room
Moneta responds to demand for trust capabilities to enhance intergenerational wealth transfer ST. LOUIS — May 11, 2021 — In an enterprising move, Moneta, a 100% partner-owned firm offering advisory services through its registered investment advisor (RIA) Moneta Group...
by Daniel Kukla | May 7, 2021 | Kittner Team, News Room
As one of the nation’s top 10 independent RIAs, leading business and financial media outlets frequently turn to Moneta’s thought leaders for our insight and expertise on various topics, trends and industry themes. Check out some of our top recent media highlights...
by Daniel Kukla | Feb 18, 2021 | Kittner Team, News Room
Boston-Area Firm The Berry Group Brings $625 Million to Growing Partnership ST. LOUIS — February 18, 2021 — Moneta, a 100% partner-owned registered investment advisor (RIA) firm headquartered in Missouri, announces a significant expansion to its geographic footprint...
by Daniel Kukla | Nov 11, 2020 | Kittner Team, News Room
In honor of the 15th anniversary of the IMPACT Awards program, Schwab put the spotlight on Moneta as the second-ever winner of the Best-in-Business Award. Schwab selected Moneta from among 5,000+ firms in 2007 for advancing the wealth management industry through...
