NEWS

Navigating the Complex Universe of Executive Compensation Plans

Navigating the Complex Universe of Executive Compensation Plans

Matthew Erker  - Advisor Executives face a host of challenges which can differ dramatically depending on their industry, company size, and other variables. But many executives often share at least one challenge: information overload—which can make seemingly...

An Inflation Primer: How We Got Here and How to Weather It

An Inflation Primer: How We Got Here and How to Weather It

Lucas Kulma  - Advisor Following roughly a year of debate about whether it would prove transitory or lasting, inflation looks relatively robust, regardless of how it's measured—CPI, core CPI, PCE, PPI, etc. Nor is an official measure especially required to see prices...

Moneta CEO Eric Kittner honored among St. Louis “Titan 100”

Moneta CEO Eric Kittner honored among St. Louis “Titan 100”

Moneta CEO Eric Kittner was selected as a recipient of the St. Louis 2022 Titan 100, recognizing him among the area’s top CEOs and C-level executives. “The Titan 100 are shaping the future of St. Louis’ business community by building a distinguished reputation that is...

Moneta in the News: April 2021

Moneta in the News: April 2021

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...

Schwab IMPACT Awards: Moneta Featured Among Previous Winners

Schwab IMPACT Awards: Moneta Featured Among Previous Winners

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...

The Four Stages of a Bear Market

The Four Stages of a Bear Market

With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our external research partner, are all watching over your portfolio. We are talking with you and rebalancing, where necessary,...

Moneta’s first expansion market gains traction in Denver

Moneta’s first expansion market gains traction in Denver

The $24B Assets Under Advisement (AUA) independent RIA is attaining partnerships with financial advisors wanting to grow their business and enhance their client service CHERRY CREEK, CO, Sept. 3 – Moneta, the wealth management firm InvestmentNews ranked as the...

FA Magazine Features Moneta in Cover Story: “150 Years Young”

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 source, story and model for the rest of the financial planning industry. Two weeks ago, InvestmentNews encouraged other firms to...

Eric Kittner Named Managing Partner of Moneta

Eric Kittner Named Managing Partner of Moneta

ST. LOUIS—January 3, 2018—Moneta, the seventh largest independent Registered Investment Advisor (RIA) in the country, has announced the appointment of Eric Kittner, CPA, CFP® as Managing Partner and Chairman of the Board. Kittner succeeds Thomas O’Meara, AIF®, MBA who...