Wealth

Chubb Report Offers Insight on Mindset of the Wealthy, Their Passions and Protecting What Matters

Retrieved on: 
Tuesday, December 19, 2023

WHITEHOUSE STATION, N.J., Dec. 19, 2023 /PRNewswire/ -- A new survey from Chubb finds that more than three-quarters of wealthy Americans and Canadians believe damage from severe weather stemming from climate change poses the biggest threat to their home. That's among the key findings of the inaugural Wealth Report from Chubb, which gauges perceptions of affluent people about their passions, mindset about wealth and the risks they face in protecting what matters most to them.

Key Points: 
  • That's among the key findings of the inaugural Wealth Report from Chubb , which gauges perceptions of affluent people about their passions, mindset about wealth and the risks they face in protecting what matters most to them.
  • "The Wealth Report provides an insightful lens into the concerns and pressures the affluent are facing.
  • The survey was conducted by iResearch Services on behalf of Chubb and has a margin of error of +/- 4%.
  • Two out of three (66%) affluent Americans and Canadians say it's more challenging to build and protect their wealth.

LPL Financial Introduces LPL Private Wealth Management

Retrieved on: 
Wednesday, November 15, 2023

SAN DIEGO, Nov. 15, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) today announced the launch of LPL Private Wealth Management (“Private Wealth”), a new advisor affiliation model for advisors focused on serving high-net-worth clients.

Key Points: 
  • SAN DIEGO, Nov. 15, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) today announced the launch of LPL Private Wealth Management (“Private Wealth”), a new advisor affiliation model for advisors focused on serving high-net-worth clients.
  • At LPL, Private Wealth advisors enjoy the benefits of industry-leading payouts, client ownership and business autonomy while gaining access to enhanced service, expanded capabilities and an exclusive high-net-worth advisor community.
  • “Private Wealth allows advisors the same full support of working in a wirehouse, without the common downsides of grid changes, growth targets, household minimums and proprietary products.”
    “The Private Wealth offering was designed for high-net-worth-focused advisors to easily access resources and serve their clients’ sophisticated and complex needs,” said Anna Howard, senior vice president, Private Wealth.
  • Make the most of the next phase of your business and start a conversation with an LPL business development representative near you.

First Savings Financial Group, Inc. Announces Date of Annual Meeting

Retrieved on: 
Friday, November 10, 2023

JEFFERSONVILLE, Ind., Nov. 10, 2023 (GLOBE NEWSWIRE) -- First Savings Financial Group, Inc. (NASDAQ: FSFG) (the “Company”), the holding company for First Savings Bank (the “Bank”), today announced that its annual meeting of stockholders will be held on Tuesday, February 6, 2024.

Key Points: 
  • JEFFERSONVILLE, Ind., Nov. 10, 2023 (GLOBE NEWSWIRE) -- First Savings Financial Group, Inc. (NASDAQ: FSFG) (the “Company”), the holding company for First Savings Bank (the “Bank”), today announced that its annual meeting of stockholders will be held on Tuesday, February 6, 2024.
  • The Bank is an entrepreneurial community bank headquartered in Jeffersonville, Indiana, which is directly across the river from Louisville, Kentucky, and operates fifteen depository branches within southern Indiana.
  • First Savings is a recognized leader, both in its local communities and nationally for its lending programs.
  • The employees of First Savings strive daily to achieve the organization’s vision, We Expect To Be The BEST community BANK, which fuels our success.

Snowden Lane Partners Adds Industry Veterans Ron Zuckerman and JP McManus; Announces 15th Office in Boca Raton

Retrieved on: 
Thursday, December 14, 2023

Together, they will lead the opening of Snowden Lane’s 15th office location in Boca Raton, Florida.

Key Points: 
  • Together, they will lead the opening of Snowden Lane’s 15th office location in Boca Raton, Florida.
  • Snowden Lane’s office in Boca Raton marks the firm’s second in Florida, building on the success of its existing Coral Gables location.
  • It also represents the third new office Snowden Lane has opened in 2023 and the second in the past month, as the firm announced a new office in Golden, Colorado at the end of November.
  • “Ron and JP fit neatly into that mold, and their experience makes them perfect candidates to spearhead our 15th office nationwide.

Real Estate Powerhouses Katie Van Brunt and Steven Marvin Join Nest Seekers International’s Office of Global Wealth

Retrieved on: 
Wednesday, December 13, 2023

Nest Seekers International, a leader in luxury real estate, is proud to announce two stellar additions to its exclusive Office of Global Wealth: Katie Van Brunt and Steven Marvin, seasoned professionals known for their exceptional service and impressive track records of success.

Key Points: 
  • Nest Seekers International, a leader in luxury real estate, is proud to announce two stellar additions to its exclusive Office of Global Wealth: Katie Van Brunt and Steven Marvin, seasoned professionals known for their exceptional service and impressive track records of success.
  • Katie Van Brunt, renowned for her creative approach, has established herself as a powerhouse in real estate.
  • “I am thrilled to join the team at Nest Seekers International’s Office of Global Wealth," says Steven Marvin.
  • The Office of Global Wealth at Nest Seekers International is renowned for its best-in-class service to a global ultra-high-net-worth clientele.

Sheppard Mullin Lands Estate Planning, Private Wealth and Fiduciary Litigation Team in San Diego

Retrieved on: 
Tuesday, December 12, 2023

“We are delighted to welcome Jenny, Matt and their team to Sheppard Mullin,” said Luca Salvi, chair of Sheppard Mullin.

Key Points: 
  • “We are delighted to welcome Jenny, Matt and their team to Sheppard Mullin,” said Luca Salvi, chair of Sheppard Mullin.
  • “Our Private Wealth and Fiduciary Litigation and our Estate Planning and Wealth Transfer practices are nationally and internationally recognized for their successes in the courtroom and their innovative approach to estate, tax and succession planning.
  • Owens joins Sheppard Mullin’s Business Trial practice group where he will be a part of its renowned Private Wealth and Fiduciary Litigation team.
  • Paschoal is an associate in the Tax practice group and Estate Planning and Wealth Transfer team practicing in the areas of estate planning, trust and estate administration, charitable giving and tax-exempt organizations.

impact.com Caps Strong 2023 with Market Expansion, Client Growth, and Leading Technology Innovations, Sets New ‘Partnership Economy’ Standards for Brands and Agencies

Retrieved on: 
Tuesday, December 5, 2023

Leading with its vision to be the unified, global standard platform for all partnership types, impact.com announced impact.com / creator -- the world’s first influencer partnership platform allowing brands and creators to discover, create, manage, and scale full-funnel influencer marketing programs, all from a single interface. With flexible and diverse payout models, brands and creators can now choose between commission or other performance-based fees, flat fee or any combination of both. In addition, enterprise clients looking for a fully customizable environment where they can collaborate directly with influencers and creators to meet their specific program goals also have access to a Branded Portal add-on. Leading brands like Target are already leveraging Branded Portal as a part of their partner strategy.

Key Points: 
  • “The Partnership Economy is increasingly commanding a very prominent seat at the revenue table in today’s leading businesses.
  • Leading brands like Target are already leveraging Branded Portal as a part of their partner strategy.
  • SaaSquatch’s technology helps brands build authentic trust with new audiences through the brand’s own customer base — turning loyal customers into trusted advocates.
  • Equally aligned, impact.com continued its technology leadership including new innovations and integrations – key to underpinning its 2023 growth and performance.

Wealth.com Appoints Wealth Management Visionary Jamie Hopkins as Strategic Advisor

Retrieved on: 
Monday, December 4, 2023

Wealth.com , the industry’s leading estate planning platform, today announced the appointment of Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® as a strategic advisor.

Key Points: 
  • Wealth.com , the industry’s leading estate planning platform, today announced the appointment of Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® as a strategic advisor.
  • Currently serving as Senior Vice President of Private Wealth Management at Bryn Mawr Trust and CEO of Bryn Mawr Capital Management, Hopkins leads with a commitment to delivering comprehensive and personalized financial advice.
  • His dual expertise as a trust and estate attorney and as a financial advisor is a key asset in his current role.
  • Further, Hopkins’ work as the Director of the New York Life Center for Retirement Income showcases his leadership in the field of financial planning.

Advisor Andrea Freiman joins UBS Private Wealth Management in Miami

Retrieved on: 
Monday, December 4, 2023

UBS Private Wealth Management today announced that Andrea Freiman, CFP®, has joined the firm as a Financial Advisor in South Florida.

Key Points: 
  • UBS Private Wealth Management today announced that Andrea Freiman, CFP®, has joined the firm as a Financial Advisor in South Florida.
  • She joins the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the Coral Gables office.
  • This Private Wealth team joined UBS in early 2021 from J.P. Morgan Private Bank and has successfully grown their practice to oversee more than $6 billion in client assets.
  • “On behalf of UBS, we’re excited to welcome Andrea to the firm,” said Brad Rosenberg, Miami Market Director at UBS Private Wealth Management.

Snowden Lane Partners Continues Recruiting Momentum with Addition of the Gherardi Group

Retrieved on: 
Friday, December 1, 2023

Gherardi will be joined by Pedro Pelaez, who will serve as a Private Wealth Advisor.

Key Points: 
  • Gherardi will be joined by Pedro Pelaez, who will serve as a Private Wealth Advisor.
  • Based in Snowden Lane’s rapidly expanding Coral Gables office, they will form the Gherardi Group serving high net-worth international families.
  • “We’re thrilled to have Christian and Pedro joining us in Coral Gables, as they’ve both built a tremendous track record in the international wealth management space,” said Greg Franks, Managing Partner, President & COO of Snowden Lane Partners.
  • The Financial Times named Snowden Lane to its elite FT 300 list for six straight years, recognizing Snowden Lane as one of the top independent RIA firms in the U.S.