Photo by David Brooks Canter Companies is featured in Forbes for pioneering a new financial services category, integrated asset management. Integrated asset management operates to fill a universal need in the financial services industry. The blind spot in wealth management tied to real estate accounts is significant. Overcoming that issue by delivering an all-in-one option provides an effective solution that significantly …
Forbes: Why Combining Real Estate Expertise With Financial Planning Is A Winning Combination
Canter Companies is featured in Forbes as a leader in integrated asset management. “The need for a hybrid of expertise is growing,” said author Brent Gleeson. Real estate is an attractive investment right now, with interest rates still lingering near historic lows. In fact, some estimates say there are as many as 30 million Americans who have invested in both commercial …
INC: The Financial Industry Has These Three Disrupting Trends
Inc features Canter in a recent article on disrupting trends in the financial industry. The first trend? Asset class integration. “One of the biggest shortcomings of the industry is its inability to comprehensively manage all assets, instead solely focusing on financial assets. A new sector has formed to bridge that divide called Integrated Asset Management, which supplements a [Registered Investment …
Huffington Post: How A New Field of Financial Planning is Protecting Real Estate Owners From Market Downturns
Canter Companies is pioneering a new branch of financial planning called Integrated Asset Management (IAM). Huffington Post sits down with Andrew Canter, founder and CEO of Canter Companies, to share his insight on this emerging field. According to Huffington Post, “real estate assets are significant and require specialized considerations that a typical investment advisor may not be educated about. As …