TRENDS & PERSPECTIVES
NEWS
2013
Financial Advisor magazine features Federal Street's recent white paper on Exchanged Traded Funds
Examining The Risks Of ETFs written by Mark Peters and Justine Decoste focuses on Exchange Traded Funds, or ETFS--what purpose they serve, why demand for ETFS has grown, and Federal Street Advisors' position on the use of these porducts.
Federal Street Advisors is working pro bono with The Fair Harvard Fund
CAMBRIDGE, MA-The Responsible Investment at Harvard Coalition announced Wednesday that it had invested contributions from 450 donors in a socially responsible fund withheld from Harvard University. The Fair Harvard Fund, designed as an alternative endowment fund, will be invested in the Portfolio 21 Global Equity Fund.
John Przybylski discusses the Pease Rule in recent article by Financial Planning magazine
Their article, "8 Mistakes Advisors Think Accountants Make", John contributes the first mistake to misundertanding the way the Pease rule (the itemized deduction phase-out) works.
Federal Street Advisors featured in article by Financial Planning Magazine
When 62-year old industry veteran John LaPann decided it was time to hand over the reins of Federal Street Advisors, the $4 billion Boston RIA and family office he founded 22 years ago, observers may have reasonably concluded his successor would emerge from the ranks of firm veterans now in their 50s.
Jennifer Murtie interviewed by Bankrate.com
The article "Invest and Do Good" highlights ways investors can align their investments with their values.
2012
Jennifer Murtie quoted in Philanthropy Management's Fall 2012 Issue
In their article "The Ethical Dimension" they focus on how foundations and endowments can integrate ESG considerations into their investment portfolios beyond simply screening.
Federal Street in top 10 of Advisor One's 2012 Top Wealth Managers
Federal Street was ranked #7 in assets under management per client and was profiled by the magazine.
Bloomberg ranks Federal Street in their 2012 Top 50 Family Offices
Bloomberg once again included Federal Street in its 2012 ranking of Top 50 Family Offices.
Federal Street ranked in the Top 20 by the Boston Business Journal
Boston Business Journal ranked Federal Street #17 in its 2012 list of Area's Largest Independent Investment Advisers.
John featured in Barron's Top 100 Independent Wealth Managers
The cover story of the August 27 issue of Barron's features firms that continue to climb despite challenging market conditions, noting that "it's not easy to thrive as an independent advisor these days."
Financial Advisor Magazine releases RIA Ranking for 2012 - Federal Street ranks number 1 in New England!
Financial Advisor Magazine annually ranks the top RIA firms in the United States. In this national ranking Federal Street ranked 21. Of the firms located in New England Federal Street was number 1.
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Worth Magazine highlights Federal Street's article, "Raising Philanthropic Children: Lessons from the Field", in recent issue
In the July issue of Worth Magazine they feature highlights from the article which includes suggestions to parents on how to teach kids about philanthropy such as starting early, leading by example and giving children some control.
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John LaPann quoted in Financial Planning Magazine article "Young Bucks"
As wealth is passed along by baby boomers, firms are working to appeal to younger clients.
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John LaPann quoted in recent article by Financial Planning Magazine
"Strategic Default: When is it Right For Homeowners? Can clients get over the shame of defaulting on a mortgage?"
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Investment News ranks Federal Street as one of the top registered investment advisors in Massachusetts
Federal Street is listed as number 2 in Massachusetts by Investment News and placed 13th nationally.
Federal Street quoted in Financial Advisor Magazine's article "Beyond The 1% Noise"
At a point in their lives when they could barely afford to make a mistake, many people have. Many advisors' clients are at or near retirement age, so the financial crisis could not have come at a worse time.
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2011
Federal Street ranked 22 in Bloomberg's top 50 Family Offices
Bloomberg released their annual top 50 ranking of Family Offices. Federal Street is pleased to have been ranked number 22.
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John LaPann ranked in Barron's Top 100 Independent Financial Advisors
Barron's identified America's top independent financial advisors and John ranked 26. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for their firms and the quality of the advisors' practices.
Federal Street named one of the top 20 firms by Advisor One Magazine
Federal Street was listed number 16 by Advisor One Magazine in its annual ranking of the 100 Top Wealth Managers in 2011.
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Bloomberg Listed Federal Street in the Top 25 of the World's Richest Family Offices in 2011
Federal Street is pleased to have been placed in Bloomberg's top 25 of family offices.
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John LaPann quoted in Boston Business Journal article "Wild ride for advisers: Hours spent getting ahead of tumult and advising clients to sit tight"
Federal Street had worked to set expectations with clients in the prior weeks, and a month ago had started advising some clients to set aside enough cash to ride through any serious swings, said LaPann, the firm's president and chief investment officer.
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Federal Street one of the top 20 RIAs according to Financial Advisor Magazine
Financial Advisor Magazine has just announced their 2011 RIA rankings, and once again, Federal Street Advisors is the top firm in New England. Overall the firm was ranked number 17 based on assets under advisement.
John Przybylski quoted in Financial Advisor Magazine on the 2010 Tax Relief Act
The myriad changes and opportunities mean estate plans should be reviewed to see how they'll function under the new, albeit temporary, rules.
Andrew Shepard interviewed by Nonprofit News on Federal Street's approach to seeking active managers.
In order to get the most out of active managers, institutions need to go beyond the checklist approach to identifying quality firms.
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2010
Federal Street's story makes the cover of the September/October 2010 issue of Private Wealth magazine.
"Beyond Satisfied - Federal Street Advisors makes a habit of helping its wealthy clients reach their investing and philanthropic goals".
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New Barron's Rankings of Independent Financial Advisors Puts Federal Street at Top of Boston Firms
Additional RIA Rankings by Financial Advisor Magazine, Wealth Manager, and Boston Business Journal Round Out a Strong Summer for the Boston Investment Consultan.
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Federal Street featured in The Boston Foundation's Summer 2010 edition of Philanthropic Advisor.
We were honored to have been given the opportunity to co-write two articles with The Boston Foundation: "Understanding Behavioral Finance When Advising Clients" and "High Impact Philanthropy".
Open the PDF to read both articles.
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Corporation Hits a Hole-in-One for Kids
Federal Street was featured in Judge Baker Children's Center's annual report. We have been a supporter of the Center for many years and were honored to be recognized.
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Federal Street Featured in Nonprofit News
It's not often an investment consultant can say it was far ahead of its peers in either taking on a new idea or being part of an innovative trend, but Federal Street Advisors makes a strong case for both.
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2009
Jennifer Murtie acknowledged by the Family Wealth Alliance
Jennifer was recognized as a rising talent in the family wealth industry at the Family Wealth Alliance's 40minus Leadership Summit. The industry-first event was attended by professionals forty years of age and under who represented a select number of advisory and provider firms from the family wealth space across the U.S.
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Federal Street Advisors Highlighted in Investment Advisor
John LaPann was interviewed by Robert F. Keane, Managing Editor of Investment Advisor.
2008
Climate Solutions Forum Goes Big Time
Born from Merck Family Fund/Federal Street collaboration in 2007, this year the conference moved to New York, quadrupled in size, and received the Keynote from the Hon. Al Gore and David Blood.
John LaPann Featured on FundFire
John LaPann was a featured guest columnist in FundFire’s “MoneyVoices” section writing about socially responsible investing (SRI).
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Federal Street Named Top Dog by Wealth Manager Magazine
Federal Street has been named number one Top Dog in 2008 by Wealth Manager Magazine.
Federal Street Advisors Strengthens Research Function Amid Growth
The firm appoints Investment Research Veteran Kristin Fafard to the Position of Director of Research.
Federal Street Advisors Strengthens Financial Services Offering to Foundations and Non-Profits
The firm names veteran Jennifer Christian Murtie to newly created position of Director of Foundation Services.