---
title: Latest Insights from Fusion Family Wealth | Fusion in the News
description: Fusion in the News |
---

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# News & Media

# Latest Insights

# Fusion in the News

# Honors & Awards

[![Jonathan is featured in The Inside Adviser](https://www.fusionfamilywealth.com/hubfs/Image%201-20-25%20at%205.52%20PM.jpeg)](https://www.fusionfamilywealth.com/blog/jonathan-is-featured-in-the-inside-adviser)

### [Jonathan is featured in The Inside Adviser](https://www.fusionfamilywealth.com/blog/jonathan-is-featured-in-the-inside-adviser)

January 20, 2025

Fusion is proud to featured in a leading Australian publication — The Inside Advisor — for our unique approach to behavioral investment planning.

[Read Now](https://www.fusionfamilywealth.com/blog/jonathan-is-featured-in-the-inside-adviser)

[![Partnership announced in Innovate Long Island](https://www.fusionfamilywealth.com/hubfs/feb%202022-%20Innovate%20Long%20Island.jpg)](https://www.fusionfamilywealth.com/blog/partnership-announced-in-innovate-long-island)

### [Partnership announced in Innovate Long Island](https://www.fusionfamilywealth.com/blog/partnership-announced-in-innovate-long-island)

February 11, 2022

LI wealth manager, Fusion Family Wealth, psyches up for global opportunity

[Read Now](https://www.fusionfamilywealth.com/blog/partnership-announced-in-innovate-long-island)

[![Citywire RIA announces Fusion Family Wealth and Merchant Partnership](https://www.fusionfamilywealth.com/hubfs/CitywireRIA2019.jpg)](https://www.fusionfamilywealth.com/blog/citywire-ria-announces-fusion-family-wealth-and-merchant-partnership)

### [Citywire RIA announces Fusion Family Wealth and Merchant Partnership](https://www.fusionfamilywealth.com/blog/citywire-ria-announces-fusion-family-wealth-and-merchant-partnership)

February 10, 2022

Fusion Family Wealth is Merchant’s third investment in a $1bn RIA this February.

[Read Now](https://www.fusionfamilywealth.com/blog/citywire-ria-announces-fusion-family-wealth-and-merchant-partnership)

[![Fusion Family Wealth Published In Barron's](https://www.fusionfamilywealth.com/hubfs/JBlau.jpg)](https://www.fusionfamilywealth.com/blog/fusion-family-wealth-published-in-barrons)

### [Fusion Family Wealth Published In Barron's](https://www.fusionfamilywealth.com/blog/fusion-family-wealth-published-in-barrons)

July 14, 2020

Explore why the ultra-wealthy make the same behavioral investment faux pas as average investors.

[Read Now](https://www.fusionfamilywealth.com/blog/fusion-family-wealth-published-in-barrons)

[![Pandemic Payoff - The Time For Behavioral Finance Is Now](https://www.fusionfamilywealth.com/hubfs/family%20wealth%20report.jpg)](https://www.fusionfamilywealth.com/blog/pandemic-payoff-the-time-for-behavioral-finance-is-now)

### [Pandemic Payoff - The Time For Behavioral Finance Is Now](https://www.fusionfamilywealth.com/blog/pandemic-payoff-the-time-for-behavioral-finance-is-now)

June 01, 2020

Regular FWR correspondent Charles Paikert takes a look at the world of behavioral finance, a topic that we have examined before. 

[Read Now](https://www.fusionfamilywealth.com/blog/pandemic-payoff-the-time-for-behavioral-finance-is-now)

[![Fusion Highlighted as a Thought Leader in a Leading Publication](https://www.fusionfamilywealth.com/hubfs/family%20wealth%20report.jpg)](https://www.fusionfamilywealth.com/blog/fusion-highlighted-as-a-thought-leader-in-a-leading-publication)

### [Fusion Highlighted as a Thought Leader in a Leading Publication](https://www.fusionfamilywealth.com/blog/fusion-highlighted-as-a-thought-leader-in-a-leading-publication)

April 30, 2020

Behavioral Finance Tested By Extraordinary Times

[Read Now](https://www.fusionfamilywealth.com/blog/fusion-highlighted-as-a-thought-leader-in-a-leading-publication)

[![Jonathan interviewed by the Financial Times about investor behavior](https://www.fusionfamilywealth.com/hubfs/under%20buildings.jpg)](https://www.fusionfamilywealth.com/blog/jonathan-interviewed-by-the-financial-times-about-investor-behavior)

### [Jonathan interviewed by the Financial Times about investor behavior](https://www.fusionfamilywealth.com/blog/jonathan-interviewed-by-the-financial-times-about-investor-behavior)

May 30, 2017

Behavioral Apathy Seen As Biggest Threat to Returns

[Read Now](https://www.fusionfamilywealth.com/blog/jonathan-interviewed-by-the-financial-times-about-investor-behavior)

[![Successful Investing Generally Requires One Simple Principle: BEHAVE](https://www.fusionfamilywealth.com/hubfs/child%20chalkboard.jpg)](https://www.fusionfamilywealth.com/blog/successful-investing-generally-requires-one-simple-principle-behave)

### [Successful Investing Generally Requires One Simple Principle: BEHAVE](https://www.fusionfamilywealth.com/blog/successful-investing-generally-requires-one-simple-principle-behave)

March 01, 2015

The principles of Behavioral Finance are critical for each investor to understand and incorporate into their investment planning.

[Read Now](https://www.fusionfamilywealth.com/blog/successful-investing-generally-requires-one-simple-principle-behave)

[![ThinkAdvisor – $900M Ex-UBS Group Moves to Dynasty](https://www.fusionfamilywealth.com/hubfs/closeup%20building.jpg)](https://www.fusionfamilywealth.com/blog/thinkadvisor-900m-ex-ubs-group-moves-to-dynasty)

### [ThinkAdvisor – $900M Ex-UBS Group Moves to Dynasty](https://www.fusionfamilywealth.com/blog/thinkadvisor-900m-ex-ubs-group-moves-to-dynasty)

January 01, 2014

The New York-based team going independent includes four former-wirehouse advisors.

[Read Now](https://www.fusionfamilywealth.com/blog/thinkadvisor-900m-ex-ubs-group-moves-to-dynasty)

[![WSJ Online: New York-Based Financial Adviser Team Leaves UBS — Street Moves](https://www.fusionfamilywealth.com/hubfs/wsj.jpg)](https://www.fusionfamilywealth.com/blog/wsj-online-new-york-based-financial-adviser-team-leaves-ubs-street-moves)

### [WSJ Online: New York-Based Financial Adviser Team Leaves UBS — Street Moves](https://www.fusionfamilywealth.com/blog/wsj-online-new-york-based-financial-adviser-team-leaves-ubs-street-moves)

January 01, 2014

The newly formed Fusion Family Wealth LLC has partnered with Dynasty Financial Partners.

[Read Now](https://www.fusionfamilywealth.com/blog/wsj-online-new-york-based-financial-adviser-team-leaves-ubs-street-moves)

[All Posts](https://www.fusionfamilywealth.com/blog/all)

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**Important Disclosure Information**

 Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Fusion Family Wealth, LLC [“Fusion]), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Fusion. Fusion is neither a law firm, nor a certified public accounting firm, and no portion of the commentary content should be construed as legal or accounting advice. A copy of the Fusion’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.fusionfamilywealth.com. **Please Remember:** If you are a Fusion client, please contact Fusion, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. **Please Also Remember to advise us** if you have not been receiving account statements (at least quarterly) from the account custodian.

 Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your Fusion account holdings correspond directly to any comparative indices or categories. **Please Also Note:** (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Fusion accounts; and, (3) a description of each comparative benchmark/index is available upon request.

***Please Note: Limitations.** The recognition by publications, media, or other organizations, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Fusion is engaged, or continues to be engaged, to provide investment advisory services.

***Please Note: Limitations.** Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Fusion is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Fusion did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Fusion by any of its clients.

[**](https://www.fusionfamilywealth.com/blog/tag/fusion-in-the-news#)

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