May 24, 2019
Moneta Thought Leader on Retirement Plan Consulting
Planadviser magazine looked to Monetasm Partner Jake Winegrad as an industry thought leader for retirement plan consulting services, interviewing him…
April 23, 2019
Barron’s Ranks Moneta Partners Compardo and Koeneman Among Top Advisors
For the second year in a row, Barron’s named both Diane Compardo and Brad Koeneman to its annual Top 1,200…
March 14, 2019
Moneta announces first-ever expansion beyond St. Louis
The nation’s No. 4 ranked independent RIA plans Denver location after a long history of making the “Gateway to the…
March 6, 2019
FA Magazine Features Moneta in Cover Story: “150 Years Young”
National and local media publications keep turning their readers’ attention towards Moneta, communicating trust and respect in Moneta as a…
February 15, 2019
InvestmentNews encourages firms to look to Moneta for inspiration
Moneta University made quite the impression on InvestmentNews wealth management reporter Jeff Benjamin. His article about the industry trend of…
January 3, 2019
Three Moneta advisors advance to Partner
Moneta’s Board of Managers unanimously approved Rob Hehmeyer, Jamie Mealey and Logan Finerty to be admitted to the firm as…
December 19, 2018
Moneta Partner Jordan Janes honored among St. Louis’ “40 Under 40”
The St. Louis Business Journal selected Moneta Partner Jordan Janes to its list of 40 Under 40 honorees for 2019…
December 18, 2018
Moneta ranked No. 1 among Midwest RIAs
Midwest RIAs produced more growth than any other region last year and Moneta ranks No. 1 among that group by…