by Cardan Capital Partners | Aug 3, 2018 | Cardan in the Media
As Financial Planning magazine reports this month, financial advisory services face a “growing problem in a male-dominated, aging profession that traditionally has required newcomers to devote themselves to building a client roster but now finds itself needing...
by Cardan Capital Partners | Jan 23, 2018 | Cardan in the Media
When Andrew Welsch of Financial Planning wrote about the challenges of leaving a big brokerage firm for a smaller, independent firm, he checked in with Cardan Partners co-founders Sarah Keys and Ross Fox. From his report: For over a decade, wirehouse advisors have...
by Cardan Capital Partners | Jul 26, 2017 | Cardan in the Media
Developing a trusted rapport with her Cardan clients is one of the things co-founding partner Marti Awad most enjoys about her work. Checking in regularly and personally with them is how she intuits and anticipates need. So, when she recently spoke with The Wall...
by Cardan Capital Partners | Jul 26, 2017 | Cardan in the Media
As The Wall Street Journal notes, “real estate is a tricky asset” — but it’s one Cardan Capital Partners co-founder Matt Papazian typically considers when advising our clients. He recently spoke with the WSJ for a report about the different...
by Cardan Capital Partners | Jul 14, 2017 | Cardan in the Media
When looking into the professional moves independent financial advisors are making to start their own businesses, the Denver Business Journal spoke with Cardan Capital Partners co-founders Marti Awad and Matt Papazian. From the report: “When financial...
by Cardan Capital Partners | May 19, 2017 | Cardan in the Media, Finance and family
It can be uncomfortable for parents to discuss inheritance details with their children — as explained in this report in the New York Times, which includes perspective from Cardan Capital Partners co-founder Matt Papazian. As the report notes: “Two-thirds...
