RIAS | Jotup

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.

StoneCastle Once Again Recognized as a Top 10 Best Place to Work in Financial Technology

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목요일, 5월 9, 2024

ID, American Banker, Morale, Organization, RIAS

The award celebrates organizations that not only excel in the financial technology industry but also prioritize employee satisfaction and well-being, creating an exceptional work environment for their teams.

Key Points:

The award celebrates organizations that not only excel in the financial technology industry but also prioritize employee satisfaction and well-being, creating an exceptional work environment for their teams.
"We are honored to receive this recognition for the second time and are proud of the work culture we've cultivated," said Dan Farrell, CEO of StoneCastle.
"Landing the #4 spot on the list out of 40 outstanding companies is a wonderful validation of what we are doing here at StoneCastle.
Companies on the list provide technology products, services, or solutions that enable the delivery of financial services.

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.

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.

CION Ares Diversified Credit Fund Announces $5 Billion Total Assets Under Management Milestone

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수요일, 5월 8, 2024

Professional Services, Business, Communications, Other Construction & Property, Finance, Construction & Property, Public Relations, Investor Relations, Uncertainty, Education, CION, CADC, Investment, RIAS, Growth, Fund, Financial adviser

CION Ares Management LLC (“CAM”), a joint venture between affiliates of CION Investments (“CION”), a leading manager and distributor of alternative investment solutions for individual investors, and Ares Management Corporation (“Ares”), a leading global alternative investment manager, announced that the CION Ares Diversified Credit Fund (“CADC” or the “Fund”) recently surpassed $5 billion in total assets under management.

Key Points:

CION Ares Management LLC (“CAM”), a joint venture between affiliates of CION Investments (“CION”), a leading manager and distributor of alternative investment solutions for individual investors, and Ares Management Corporation (“Ares”), a leading global alternative investment manager, announced that the CION Ares Diversified Credit Fund (“CADC” or the “Fund”) recently surpassed $5 billion in total assets under management.
CION co-CEO Mark Gatto noted, "We partnered with Ares on a diversified alternative credit fund in an interval fund structure back in 2017 because we believed that individual investors should have direct access to the same alternatives opportunities that institutions have been accessing for decades.
Our consistent growth in fundraising has scaled rapidly as investors increasingly incorporate alternatives into their portfolio allocations, and we are delighted to reach the $5 billion milestone in assets under management.
The Fund employs a dynamic asset allocation framework, leveraging the extensive operational resources, infrastructure and origination network of Ares.

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.

Apollon Wealth Management Honored Among USA Today’s Best Financial Advisory Firms for 2024

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화요일, 5월 7, 2024

For the second year in a row, USA Today has recognized Apollon Wealth Management, a leading Charleston-based financial advisory firm under Apollon Holdings, as one of the Best Financial Advisory Firms of 2024 .

Key Points:

For the second year in a row, USA Today has recognized Apollon Wealth Management, a leading Charleston-based financial advisory firm under Apollon Holdings, as one of the Best Financial Advisory Firms of 2024 .
The growth of assets under management and recommendations from clients and peers determine the rankings, which puts Apollon Wealth Management in the Top 100.
“Receiving this recognition as one of the Best Financial Advisory Firms 2024 by USA Today for a second time is a great honor,” said Michael Dolberg, founding partner and CEO of Apollon Wealth Management.
To learn more about Apollon Wealth Management, visit https://apollonwealthmanagement.com/ .

Artificial Intelligence Risk, Inc. Launches RIA GPT, the First Generative-AI Platform Specifically for Registered Investment Advisors (RIAs)

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월요일, 5월 6, 2024

Artificial Intelligence Risk, Inc. (AI Risk, Inc.), the leader in AI Governance, Risk, Compliance, and Cybersecurity (AI GRCC) software, announced today the launch of RIA GPT , a new software platform providing safe, secure, generative-AI for registered investment advisors (RIAs).

Key Points:

Artificial Intelligence Risk, Inc. (AI Risk, Inc.), the leader in AI Governance, Risk, Compliance, and Cybersecurity (AI GRCC) software, announced today the launch of RIA GPT , a new software platform providing safe, secure, generative-AI for registered investment advisors (RIAs).
The platform, the first of its kind, complies with all SEC confidentiality, recordkeeping, and cybersecurity rules for RIAs.
AI Agents are essentially AI tools that provide specialized services within the AI Risk (AIR) platform suite.
This creates a seamless and robust generative AI solution that improves productivity and client outcomes, while also managing regulatory and security concerns.

Ategenos Capital Launches the Ategenos Wealth Platform to Support RIAs

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수요일, 5월 8, 2024

ETF, RIAS, Assistant Secretary for Health, FNZ, Spinal muscular atrophies, Fidelity, UMA, Data aggregation, Culture, Trust, TAMP, Growth, Financial adviser

BERWYN, Pa., May 8, 2024 /PRNewswire-PRWeb/ -- Ategenos Capital ("Ategenos"), an employee-owned firm built to partner with financial institutions to deliver investment advisory solutions and concierge-level advisor service, today announced the launch of the Ategenos Wealth Platform built to provide a holistic, open architecture wealth management platform for RIAs, family offices, and other financial institutions.

Key Points:

The Ategenos Wealth Platform is built to meet the needs of RIAs, family offices, and other financial institutions with a holistic wealth management technology and investment platform combined with unmatched advisor service and support.
BERWYN, Pa., May 8, 2024 /PRNewswire-PRWeb/ -- Ategenos Capital ("Ategenos"), an employee-owned firm built to partner with financial institutions to deliver investment advisory solutions and concierge-level advisor service, today announced the launch of the Ategenos Wealth Platform built to provide a holistic, open architecture wealth management platform for RIAs, family offices, and other financial institutions.
The Ategenos Wealth Platform is a wealth management and technology platform (TAMP) designed to support advisors in four key areas to promote scale and growth: (1) technology, (2) operational and support services, (3) investment solutions, and (4) integrated wealth management solutions.
The Ategenos Wealth Platform allows RIAs to leverage a multi-custody platform with Fidelity and Schwab as current options, and plans are in place to offer FNZ.