Patrick Sweeny is the principal and co-founder of Symmetry Partners, a Glastonbury, Connecticut-based asset management firm.

Patrick Sweeny

Principal

Patrick Sweeny is the principal and co-founder of Symmetry Partners, a Glastonbury, Connecticut-based asset management firm.

Succession planning

How internship programs can boost asset managers’ growth

Making the right hire can ease workloads and free up time to spend catering to clients' needs.

By Patrick Sweeny

April 11

TRENDING

Retirement

How advisors can help clients get the most out of Roth IRAs

Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.

By Courtney Hoff Dockerty

1h ago
Tax

IRA heirs, planners get additional RMD breathing room — again

Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.

By Tobias Salinger

2h ago
Investment strategies

$630B active-ETF boom dominated by 10 players

The flood of money into exchange traded funds does little to help most wealth managers who used to reap hefty fees from actively managed mutual funds.

By Katie Greifeld

4h ago