About Muriel Biby

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So far Muriel Biby has created 5 blog entries.

Zermatt Holdings expansion announcement

2020-03-27T15:26:45-07:00Categories: Blog|Tags: , , , |

Charlotte-based Zermatt Holdings acquires San Diego-based RIA, announces presence in Southern California Market

Charlotte-based Zermatt Holdings announces the acquisition of San Diego-based WFA Wealth Managers. This acquisition serves as Zermatt’s founding Southern California presence, as the holding company soars past $1B AUA.

WFA brings more than 100 years of investment management experience collectively, and over $300 […]

SECURE Act Key Points

2020-01-29T14:23:13-08:00Categories: Blog, Follow Us, Knowledge Center, Learn|Tags: , , , , , |

Dear Clients,


With the recent legislative changes we wanted to keep you well informed.  Please feel free to contact us should you have any questions.


SECURE Act Key Points

Happy New Year! 2019 was a fantastic year here at WFA, for both the stock and bond markets and most importantly for our clients’ portfolios! On December 20, 2019 […]

3 Reasons Why Investors Are Eyeing Emerging Markets

2019-12-13T09:46:28-08:00Categories: Knowledge Center|

They’re increasingly attractive to investors willing to accept higher risk

Main Points

  • Emerging markets stock prices are rising in anticipation of better global economic growth.
  • Investor risk appetite is increasing and the region provides an attractive valuation.
  • Risks include the possibility of another drop in global stocks and earnings growth that may be too optimistic.

Emerging markets […]