MSFS | Jotup

Latitude Wealth Advisors Selects Osaic for Growth Platform and Client Services

Retrieved on:

Montag, März 11, 2024

Culture, Organization, Growth, Partnership, Ameriprise Financial, Acquisition, Business development, CRPC, MSFS, CLU, RICP, CFP, Marketing, Family, CLTC, Chfc, Financial adviser

PHOENIX, March 11, 2024 /PRNewswire/ -- Osaic, one of the nation's largest providers of wealth management services, announced the addition of Latitude Wealth Advisors ("Latitude"), a wealth management firm located in Hauppauge, New York. Latitude serves hundreds of families and businesses, representing $210 million in total client assets. The firm was formerly affiliated with Ameriprise Financial and joins Osaic through Affiliated Advisors, one of Osaic's largest enterprise OSJs.

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Former Ameriprise Firm with $210 million in Client Assets Joins Affiliated Advisors, One of Osaic's Largest Enterprise OSJs
PHOENIX, March 11, 2024 /PRNewswire/ -- Osaic, one of the nation's largest providers of wealth management services, announced the addition of Latitude Wealth Advisors ("Latitude"), a wealth management firm located in Hauppauge, New York.
The firm was formerly affiliated with Ameriprise Financial and joins Osaic through Affiliated Advisors, one of Osaic's largest enterprise OSJs.
With the addition of Latitude Wealth Advisors, Affiliated Advisors now serves over 100 advisors and 60 staff, representing more than $4 billion in client assets.
We welcome Latitude to the family and congratulate Rita and her team at Affiliated Advisors for their ongoing success in attracting top-tier advisors and practices to the Osaic platform."

Morrow Sodali Fund Solutions Appoints Jocelyn McBride as Co-Chief Executive Officer

Retrieved on:

Dienstag, März 5, 2024

Consulting, Professional Services, Finance, MSFS, Financial adviser

Morrow Sodali, a global leader in stakeholder engagement advisory services, is pleased to announce that Jocelyn McBride will join as the Co-Chief Executive Officer of Morrow Sodali Fund Solutions (“MSFS”), a premier provider of fund governance and proxy solicitation services to U.S. registered funds.

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Morrow Sodali, a global leader in stakeholder engagement advisory services, is pleased to announce that Jocelyn McBride will join as the Co-Chief Executive Officer of Morrow Sodali Fund Solutions (“MSFS”), a premier provider of fund governance and proxy solicitation services to U.S. registered funds.
Barri Rafferty, CEO-Americas, shared, “Morrow Sodali is thrilled to have Jocelyn join our fund solutions business.
With involvement in the industry’s largest and most complex fund proxy projects, McBride will continue to focus on the leading mutual fund and exchange-traded fund (“ETF”) managers.
“I am pleased to be joining the firm at such a pivotal time in the fund industry,” says McBride.

Minnesota native takes home financial services lifetime achievement award

Retrieved on:

Donnerstag, Oktober 5, 2023

Professional Services, Insurance, Finance, Gradient, Organization, National Association, MSFS, Lifetime, Marketing, NAFA, New Generation, Financial adviser

Charles “Chuck” Lucius was awarded the 2023 Bo Johnson Spirit Award for Lifetime Achievement by the National Association for Fixed Annuities (NAFA).

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Charles “Chuck” Lucius was awarded the 2023 Bo Johnson Spirit Award for Lifetime Achievement by the National Association for Fixed Annuities (NAFA).
Lucius, along with his wife Tami own Gradient Financial Group in Arden Hills, Minn., one of the largest financial services organizations that provides marketing, technology, and back-office support for independent financial services professionals across the country.
He created the foundation that our business, and thousands of successful financial services professionals, have benefited from,” said Nate Lucius, son of Chuck Lucius and President of Gradient Financial Group.
Lucius’ jump into the fixed annuity industry began with his first financial services job in 1975 and after a 25-year tenure he retired.

Orion Adds City National Rochdale to Expand Advisor Access to Highly Personalized Portfolio Management

Retrieved on:

Mittwoch, Oktober 4, 2023

Orion Advisor Solutions , the premier provider of transformative wealthtech solutions for fiduciary advisors, announced today a new advisory solution through boutique investment management firm City National Rochdale (CNR).

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Orion Advisor Solutions , the premier provider of transformative wealthtech solutions for fiduciary advisors, announced today a new advisory solution through boutique investment management firm City National Rochdale (CNR).
The relationship will bring CNR’s Intelligently Personalized SM portfolios for high-net-worth individuals, families and foundations with more than $1 million in investable assets to the Orion Portfolio Solutions (OPS) platform.
“We’re excited to add City National Rochdale to the Orion Portfolio Solutions platform,” said Ryan Beach , president of Orion Wealth Management.
He added, “City National Rochdale is known for its highly tailored portfolios and unique client blueprinting process that fits each investor’s individual needs.

The American College of Financial Services Launches the FinServe Network with an Inaugural Class of Ambassadors from Across the Industry

Retrieved on:

Dienstag, September 12, 2023

Volunteering, Learning, MSFS, Financial services, The American College of Financial Services, Practice management, Tippie College of Business, Growth, Bajaj Finserv, American College, CCFC, Social media, Management, Financial adviser, College

KING OF PRUSSIA, Pa., Sept. 12, 2023 /PRNewswire/ -- The American College of Financial Services is proud to announce the launch of the FinServe Network, a remarkable cross-section of leaders and rising stars in financial services, including College alumni and dedicated volunteers who represent the uniqueness and diverse landscape of the profession.

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"We are honored to have these ambassadors join the inaugural FinServe Network class and partner with The College to reach our bold strategic vision to better serve financial professionals and society for the next 100 years," said George Nichols III, CAP®, President and CEO of The American College of Financial Services.
"Through valuable connections and the networks derived from those relationships, we are advancing the conversation around what the financial services profession should truly be.
We couldn't be prouder to collaborate with these leaders and look forward to working together to help redefine the future of financial services."
The FinServe Network serves as a valuable resource for The College, advocating on behalf of its vast alumni network, providing unique perspectives and expertise on industry trends, and sharing a collective passion for lifelong learning.

Industry Partners Choose IPX For Increased Efficiency and Lower Costs

Retrieved on:

Mittwoch, August 30, 2023

MSFS, Education, IPX, Consultant, Public sector, PGP, Retirement, RIAS, Investment, Management, Financial adviser

CENTENNIAL, Colo., Aug. 30, 2023 /PRNewswire/ -- Two years after the creation of the IPX Plan Governance Program (PGP), IPX Retirement® is transforming standard recordkeeping and administration within the 403(b)/457 industry while preserving and strengthening the multi-product industry. By implementing Master Recordkeeping in addition to the PGP, RIAs, benefits providers, and plan consultants have simplified administration and reduced plan costs in their respective 403(b) and 457 plans.

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"As an innovative provider of retirement plan services to public sector employees, particularly teachers and municipal employees, IPX is proud to work with partners across the industry," said Bill Mueller, CEO.
IPX Retirement is currently implementing the Master Recordkeeper and PGP solution with Higginbotham Executive Benefits, as part of their RISE benefit program.
IPX has the most effective platform we've found to help us offer that kind of seamless experience to Texas educators."
"Improved 403(b) plans come from industry leaders working together," said Rob McLean, Chief Governance Officer, Vyntanna and Verity Advisors.

AICCFC Announces CCFC Designation Available to Cetera Advisors

Retrieved on:

Donnerstag, Mai 4, 2023

MSFS, CCFC, American Institute, CPA, Financial adviser, Cetara

FAIRFIELD COUNTY, Conn., May 4, 2023 /PRNewswire-PRWeb/ -- The American Institute of Certified College Financial Consultants (AICCFC) is excited to announce that the CCFC designation is now an approved designation for Cetera advisors. The CCFC designation can help Cetera advisors differentiate themselves and deepen their understanding on the complex topics of education funding, financial aid planning, and student loan advising. CCFCs are currently represented throughout 28 states and 75% of designation holders also hold the CPA, CFP®, or ChFC® designations. The AICCFC is ready and looking forward to working with all new applicants to the program.

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The Certified College Financial Consultant (CCFC) designation is now an approved designation for Cetera advisors.
FAIRFIELD COUNTY, Conn., May 4, 2023 /PRNewswire-PRWeb/ -- The American Institute of Certified College Financial Consultants (AICCFC) is excited to announce that the CCFC designation is now an approved designation for Cetera advisors.
The CCFC designation can help Cetera advisors differentiate themselves and deepen their understanding on the complex topics of education funding, financial aid planning, and student loan advising.
Many CCFC designation holders have expressed their gratitude to the program for its focus on all aspects of college financial planning.

Di Costa Partners Becomes Morrow Sodali Fund Solutions

Retrieved on:

Montag, Dezember 19, 2022

Finance, Consulting, Environmental, Social and Governance (ESG), Banking, Professional Services, M&A, Morrow, Partnership, Knowledge, ETF, TPG, TPG Capital, Growth, DCP, ESG, MSFS, Financial services, Security (finance)

Di Costa Partners (“DCP”), a strategic advisory and proxy solicitation company focused exclusively on registered funds (and a subsidiary of Morrow Sodali, the global shareholder engagement advisory services firm), has formally changed its name to Morrow Sodali Fund Solutions, effective immediately.

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Di Costa Partners (“DCP”), a strategic advisory and proxy solicitation company focused exclusively on registered funds (and a subsidiary of Morrow Sodali, the global shareholder engagement advisory services firm), has formally changed its name to Morrow Sodali Fund Solutions, effective immediately.
The newly branded Morrow Sodali Fund Solutions brings deep experience across the three major categories of U.S. registered funds – mutual funds, ETFs and closed-end funds.
As a thought leader in fund governance, Morrow Sodali Fund Solutions offers a unique analytical approach to deliver the best solutions for clients.
Vincent Di Costa, Chief Executive Officer of Morrow Sodali Fund Solutions, said, “DCP’s rebranding reflects a longstanding partnership with Morrow Sodali and a shared vision for providing the best strategic advice and shareholder services to clients.” He continued, “We grew our business out of our understanding that asset managers and fund boards need an experienced adviser who understands the nuances of fund governance and takes a rigorous analytical approach.

IARFC Accepting Nominations for Loren E. Dunton Lifetime Achievement Award

Retrieved on:

Dienstag, August 30, 2022

Finance, CFP, MSFS, Chfc, MRFC, RFC, CEBS, Leadership, Movement, Committee, Foundation, Registered, International Association, Industry, CLU, Property management, Ethics

MIDDLETOWN, Ohio, August 30, 2022 /PRNewswire-PRWeb/ -- Generally regarded as the "Father of Financial Planning", Loren Dunton organized financial professionals in the late sixties and with their help created the financial planning movement including the formation of associations, magazines, colleges, university programs, and foundations. He was able to use his experiences to frankly explain what all financial advisors now recognize – "that the ethical sales of financial products and the delivery of competent advice is a noble calling." Loren Dunton was a man of vision who cared deeply about both financial consultants and consumers.

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Beginning September 1, the International Association of Registered Financial Consultants (IARFC) is requesting nominations for the 2023 Loren E. Dunton Lifetime Achievement Award.
The nominated individual must meet a set of criteria which reflects the values of Loren Dunton and his dedication to improving the financial services industry.
Loren Dunton was a man of vision who cared deeply about both financial consultants and consumers.
In order to fulfill the Dunton Award criteria , nominees must:
Hold a professional designation or credential (i.e.

Eight Ameriprise Financial Advisors Named to the Forbes Best-in-State Financial Security Professionals List

Retrieved on:

Dienstag, August 2, 2022

Ameriprise Financial, Inc. today announced that eight of the firms financial advisors were named to the Forbes list of the Best-in-State Financial Security Professionals in the country.

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Ameriprise Financial, Inc. today announced that eight of the firms financial advisors were named to the Forbes list of the Best-in-State Financial Security Professionals in the country.
Forbes recognizes the top financial advisors and professionals in the insurance industry for their excellence in helping clients protect against the financial risks posed by disability, death, or job loss.
We commend our advisors who are recognized as Best-in-State Financial Security Professionals, said Pat OConnell, EVP, President Ameriprise Advisor & Ameriprise Financial Institutions Groups.
Source: Forbes, Forbes Best-in-State Financial Security Professionals, July 28, 2022.