June 22, 2017 — Sand Hill Global Advisors, a premier independent wealth management firm in the San Francisco Bay Area, is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The FT300 list recognizes the top independent RIA firms from across the U.S. Sand Hill … Continued
There has been great controversy lately about regulatory changes impacting the financial industry. One set of new rules in particular – the Department of Labor’s extension of the fiduciary standard to all those companies and agents providing services and advice to investors on their retirement assets – has generated both action and debate. DOL became … Continued
When Sand Hill launched in 1982, we had one primary objective in mind. At the time, the brokerage industry was evolving from the client-centric model we had known to a sales orientation. Brokerage companies, then as now, are the distribution arm of our industry. We aimed to retain responsibility for assuring our clients could count … Continued