RIA

Sensible Money in Top 7% of USA Today's Best Financial Advisory Firms for 2024

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목요일, 5월 9, 2024
Statista, RIAS, Research, Life, RIA, Retirement, Anspach, USA Today, Workforce, Growth

SCOTTSDALE, Ariz., May 9, 2024 /PRNewswire-PRWeb/ -- Sensible Money (sensiblemoney.com), a professional services firm which helps clients transition out of the workforce into a financially secure retirement, has been named by USA Today to its prestigious list of Best Financial Advisory Firms for 2024. The ranking from Gannett Group's flagship publication is powered by data from marketing research firm Statista. It highlights 500 of the country's nearly 33,000 registered financial advisor (RIA) firms as the cream of the crop.

Key Points: 
  • USA Today ranks Sensible Money #35 on its list of the 500 best financial advisory firms for 2024.
  • SCOTTSDALE, Ariz., May 9, 2024 /PRNewswire-PRWeb/ -- Sensible Money ( sensiblemoney.com ), a professional services firm which helps clients transition out of the workforce into a financially secure retirement, has been named by USA Today to its prestigious list of Best Financial Advisory Firms for 2024 .
  • It highlights 500 of the country's nearly 33,000 registered financial advisor (RIA) firms as the cream of the crop.
  • Sensible Money came in at #35 on the list, putting it in the top 7% of firms nationwide.

Flourish RIA Fintech Hits $5 Billion AUC Milestone

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목요일, 5월 9, 2024
Investment, RIAS, IRAS, Insurance, Orbit, RIA, Tax, FDIC, AUC, Growth, Financial adviser

The launch of Flourish Annuities , the first end-to-end annuities solution built explicitly for RIAs and their clients, generated remarkable demand.

Key Points: 
  • The launch of Flourish Annuities , the first end-to-end annuities solution built explicitly for RIAs and their clients, generated remarkable demand.
  • Within weeks of its release, over 200 RIA firms initiated the sign-up process, with dozens now active on the platform.
  • Flourish Annuities joins the flagship product, Flourish Cash, in bringing RIAs access to products and services that drive growth and client engagement.
  • Flourish Cash has also introduced several product enhancements and expanded integrations that improve the user experience for both RIAs and their clients.

LPL Financial Welcomes Advisor Chris Kitaeff

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목요일, 5월 9, 2024
CFO, SW, Heart, Merrill (company), Love, Business development, Entrepreneurship, Partnership, Freedom, RIA, LPL, MBA, SAN, Financial adviser

SAN DIEGO, May 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Chris Kitaeff, CPFA, MBA, has joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • SAN DIEGO, May 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Chris Kitaeff, CPFA, MBA, has joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • With the move to LPL, Kitaeff joins Maher Wealth Management as a managing director.
  • He reported serving approximately $385 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch.
  • Kitaeff is a second-generation advisor who fell in love with wealth management at a young age and followed his father’s footsteps into the industry.

Axxes Capital Appoints Veteran Financial Advisor and Investor to Board of Directors

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수요일, 5월 8, 2024
Ecosystem, RIA, Ain Shams University, CPA, Commerce, MBA, Old Dominion University, Financial services

CORAL GABLES, Fla., May 08, 2024 (GLOBE NEWSWIRE) -- Axxes Capital , a private markets asset management firm dedicated to providing wealth advisors and their clients exclusive access to private equity and private credit investment solutions, today announced it has appointed Amr Alian to its Board of Directors.

Key Points: 
  • CORAL GABLES, Fla., May 08, 2024 (GLOBE NEWSWIRE) -- Axxes Capital , a private markets asset management firm dedicated to providing wealth advisors and their clients exclusive access to private equity and private credit investment solutions, today announced it has appointed Amr Alian to its Board of Directors.
  • A practicing CPA, Mr. Alian has extensive experience advising clients on wealth management solutions, mergers and acquisitions and business operational analysis.
  • “We are pleased to welcome Amr to the Axxes Capital Board as we continue our efforts to become the premier provider of private market investments to accredited investors,” said Axxes Capital Chairman and CEO Joseph DaGrosa, Jr. “Amr’s deep understanding of the financial advisor and RIA ecosystem and his direct work with clients will be invaluable as we continue developing our suite of investor-friendly products dedicated to this channel.”
    “I am delighted to join the Axxes Capital Board and to work with the management team to build a unique solution for wealth advisors,” said Mr. Alian.
  • He is a licensed CPA in the state of Virginia and North Carolina.

The Wealth Stewards Aligns with Concurrent

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목요일, 5월 9, 2024
Consulting, Banking, Professional Services, Finance, Culture, Enterprise, Concurrency, Wealth, RIA

Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial hybrid RIA, welcomes The Wealth Stewards to its growing network of aligned, independent financial advisory firms.

Key Points: 
  • Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial hybrid RIA, welcomes The Wealth Stewards to its growing network of aligned, independent financial advisory firms.
  • Jeff Breese and Brent Mekosh, managing partners of The Wealth Stewards, merged their two Arizona-based practices as part of their move to the Concurrent platform.
  • “Jeff and Brent are exactly the caliber of advisor we built Concurrent to support,” said Nate Lenz, CEO of Concurrent.
  • “The Wealth Stewards stand out because of the genuine bond between Jeff and Brent and the caliber of service they offer their clients.

Integrated Partners Appoints Andree Mohr President

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목요일, 5월 9, 2024
Finance, Entertainment, Consulting, Banking, Accounting, Professional Services, Business, General Entertainment, Books, Asset Management, Integration, CPA, Practice management, Star, Partner, Growth, AUA, RIA, Management

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves over $18 billion in assets under advisement (AUA), today announced the promotion of Andree Mohr to president.

Key Points: 
  • Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves over $18 billion in assets under advisement (AUA), today announced the promotion of Andree Mohr to president.
  • Mohr joined Integrated Partners as director of business development, applying her acumen from earlier positions to strengthen advisors’ practices through marketing planning, technological enhancements and practice management support.
  • Advancing swiftly through executive levels, Mohr also held positions as vice president of strategy and development before assuming her most recent role of chief implementation officer.
  • “Choosing Andree for this promotion was a decision that came naturally, thanks to her exemplary dedication and well-proven experience,” said Paul Saganey, CFP® , founder and CEO at Integrated Partners.

CAIS Expands Marketplace Offerings with Blackstone’s Alternative Investment Strategies

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목요일, 5월 9, 2024
Professional Services, Other Professional Services, Data Analytics, Finance, Asset Management, Fintech, Banking, Education, The Beverly Hilton, RIAS, RIA, Financial adviser

CAIS , the leading alternative investment platform for independent financial advisors, today announced that Blackstone , the world's largest alternative asset manager with over $1 trillion in assets under management, has expanded CAIS Marketplace offerings with Blackstone’s alternative investment strategies.

Key Points: 
  • CAIS , the leading alternative investment platform for independent financial advisors, today announced that Blackstone , the world's largest alternative asset manager with over $1 trillion in assets under management, has expanded CAIS Marketplace offerings with Blackstone’s alternative investment strategies.
  • “We are committed to providing independent advisors with access to the leading alternative investment strategies from the top alternative asset managers in the industry,” said Matt Brown, Founder and CEO at CAIS.
  • Blackstone, like all alternative asset managers on the platform, will benefit from a custom analytics dashboard designed to optimize their platform engagement, pipeline management, and sales efforts.
  • “We are pleased to collaborate with CAIS to introduce a number of Blackstone’s strategies to their broad network of independent advisors,” said Todd Myers, Sr.

Future Capital and Money Concepts Partner to Enable Financial Advisors to Succeed at the Convergence of Wealth and Retirement

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화요일, 5월 7, 2024
Personal Finance, Finance, Asset Management, Consulting, Banking, Accounting, Professional Services, Fintech, Future Group, RIAS, Capital, Partnership, RIA, Retirement, Broker-dealer, Registered investment adviser, Growth, Financial services

This collaboration will bolster Money Concepts’ services, enhancing its solutions that encourage better retirement outcomes.

Key Points: 
  • This collaboration will bolster Money Concepts’ services, enhancing its solutions that encourage better retirement outcomes.
  • "Our partnership with Money Concepts strategically enables advisors to better serve their clients at the convergence of wealth and retirement," said Jay Jumper , founder and chief executive officer of Future Capital.
  • Known for its forward-thinking and collaborative ethos, Money Concepts is dedicated to nurturing growth-oriented, beneficial relationships with its advisors.
  • In addition to serving independent advisors, Money Concepts® provides turn-key wealth management services for community banks, credit unions and tax professionals.

CBS Brokerage Serves as Strategic Partner to Modern Wealth to Deliver Customized Insurance Solutions

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화요일, 5월 7, 2024
Finance, Consulting, Banking, Professional Services, Insurance, ETF, Capital, RIAS, Partnership, CBS, RIA, SVP, Senior, JD, Acquisition, Financial adviser

CBS Brokerage , an independent insurance brokerage that provides collaborative insurance solutions for financial advisors, has partnered with Modern Wealth , a registered investment advisor (RIA) founded to meet the evolving needs of today’s financial professionals and their clients.

Key Points: 
  • CBS Brokerage , an independent insurance brokerage that provides collaborative insurance solutions for financial advisors, has partnered with Modern Wealth , a registered investment advisor (RIA) founded to meet the evolving needs of today’s financial professionals and their clients.
  • The partnership positions Modern Wealth advisors to deliver strategic, insurance-based risk management solutions for their clients.
  • CBS and Modern Wealth partnered in the first quarter of 2024, as Modern Wealth sought to expand its core solutions set for its advisors.
  • Each Modern Wealth advisor has access to the CBS leadership team, including Backora, Chad Druvenga, CEO, and Jack Elder, JD LLM (Tax), Senior Vice President of Advanced Markets, in addition to CBS’ bench of insurance and operational experts.

Growth Dynamo DayMark Wealth Partners Adds Hofstetter Baron Group With $585 Million in Client Assets

Retrieved on: 
화요일, 5월 7, 2024
Technology, Finance, Consulting, Fintech, Business, Professional Services, Digital Cash Management, Digital Assets, Software, Asset Management, Acquisition, Wells Fargo Advisors, Daymark, Dynasty, Investment, Fidelity Investments, RIA

Ohio-based DayMark Wealth Partners announced today that veteran financial advisors Thomas Hofstetter and Daniel Baron have joined the firm as the Hofstetter Baron Group of DayMark Wealth Partners.

Key Points: 
  • Ohio-based DayMark Wealth Partners announced today that veteran financial advisors Thomas Hofstetter and Daniel Baron have joined the firm as the Hofstetter Baron Group of DayMark Wealth Partners.
  • Previously a Wells Fargo Advisors team managing $585 million, Southport, Conn.-based Hofstetter Baron Group advises high net worth families and individuals.
  • Driven by a commitment to service, the Hofstetter Baron Group chose independence to help their clients achieve their goals through customized financial planning, personalized advice, and institutional-quality portfolio management.
  • We’re excited to welcome another seasoned team to DayMark Wealth Partners, and we look forward to supporting them as they grow.”
    DayMark Wealth Partners is an RIA based in Cincinnati, Ohio, with $2.5 Billion in assets under management, prior to this acquisition.