News

What’s happening at Cerity Partners—announcements and media appearances

VIEW ALL Articles & Interviews Awards Media & Press Press Releases

Articles & Interviews Aug 14, 2024

Diversifying Benefits Offerings: A Q&A with Katie Pfeifer

Katie Pfeifer

Head of Workplace Solutions

Articles & Interviews Jul 9, 2024

WSJ: AI Frenzy Propels Stocks to Monster First Half

Ben Pace

Chief Investment Officer

Media & Press Jun 7, 2024

Louisville Business First: Investment in Cerity Partners University (CPU)

Articles & Interviews Apr 26, 2024

MarketWatch: What are vesting schedules?

Jim Trujillo

Principal

Articles & Interviews Mar 18, 2024

WSJ: How to Avoid Paying Higher Taxes When Your Spouse Dies

Ekaterina Klimentova

Partner

Articles & Interviews Mar 12, 2024

Wealthmanagement.com: Which Alternative Investments RIAs Favor

Christopher Burrows

Partner

Articles & Interviews Nov 17, 2023

Barron’s: Executives Want Financial Counseling. Here’s Where They Can Find It.

Kurt Miscinksi

PARTNER, PRESIDENT & CEO

Articles & Interviews Nov 17, 2023

DealQuest Podcast: Claire O’Keefe – Leading RIA Aggregators

CLAIRE O'KEEFE

PARTNER & HEAD OF PARTNER DEVELOPMENT

Articles & Interviews Oct 25, 2023

Unpacking Alternative Intelligence Podcast

Articles & Interviews Oct 13, 2023

How the Largest RIAs Are Investing Now

Ben Pace

Chief Investment Officer

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Here are some valuable insights to read before your meeting

Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

Investing

5 Things to Do in a Down Market

Volatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…

Charitable Giving

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

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Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.