RIAS

For 3rd Year, PFI Advisors Announces Free Operational Diagnostic to RIAs Participating in its #GivingTuesday Campaign

Retrieved on: 
Tuesday, November 24, 2020
Giving Tuesday, Philanthropy in the United States, RIAS, RIA

For any RIA that donates $10,000 or more to the Children's Hospital Los Angeles donation page of Layla Paige Sonnen, PFI Advisors will conduct a free Operational Diagnostic* review.

Key Points: 
  • For any RIA that donates $10,000 or more to the Children's Hospital Los Angeles donation page of Layla Paige Sonnen, PFI Advisors will conduct a free Operational Diagnostic* review.
  • Celebrated on the Tuesday following Thanksgiving, #GivingTuesday kicks off the charitable season, when many plan for their holiday and end-of-year giving.
  • PFI Advisors is an operational consulting firm that supports the unique back office, technology, and operational needs of RIAs in growth mode.
  • PFI Advisors conducts Technology Assessments, manages Technology Conversions, and provides M&A Preparation and Integration Services to RIAs seeking growth support.

DO Rías Baixas Nominated For Wine Region Of The Year

Retrieved on: 
Wednesday, October 14, 2020
Tourism in Spain, Galicia, Geography of Spain, Green Spain, Rías Baixas, Spanish wine, Wine, Pontevedra, RIAS, Galician wine

DO RAS BAIXAS, PONTEVEDRA, Spain, Oct. 14, 2020 /PRNewswire/ -- DO Ras Baixas has been nominated for a 2020 Wine Region of the Year by Wine Enthusiast, in the magazine's 21st annual Wine Star Awards.

Key Points: 
  • DO RAS BAIXAS, PONTEVEDRA, Spain, Oct. 14, 2020 /PRNewswire/ -- DO Ras Baixas has been nominated for a 2020 Wine Region of the Year by Wine Enthusiast, in the magazine's 21st annual Wine Star Awards.
  • In a formal announcement, Wine Enthusiast recognized Ras Baixas' historic leadership as the home of Albario, Spain's famed white wine.
  • Spain's Rias Baixas Nominated as Wine Region of the Year.
  • Refreshing and aromatic, the wines of Ras Baixas showcase quality and are particularly popular with US wine lovers who have rewarded the region with consistent growth.

ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement

Retrieved on: 
Thursday, October 8, 2020
RIA, RIAS, Broker-dealer

NEW YORK, Oct. 8, 2020 /PRNewswire/ -- ForwardLane( www.ForwardLane.com ), whosepowerful artificial intelligence technology provides advisors of all sizes with signals and next-best actions prompts, has named Lauren Feldman as Director of RIA Sales and Client Engagement.

Key Points: 
  • NEW YORK, Oct. 8, 2020 /PRNewswire/ -- ForwardLane( www.ForwardLane.com ), whosepowerful artificial intelligence technology provides advisors of all sizes with signals and next-best actions prompts, has named Lauren Feldman as Director of RIA Sales and Client Engagement.
  • In her new role, Feldman will lead ForwardLane's sales and client engagement for RIAs and broker/dealers.
  • Her responsibilities include engaging with the RIA community and driving sales and growth for these firms with the ForwardLane P3 cloud-based product.
  • "The average RIA with at least 10 advisors can save $500,000 a year with the ForwardLane platform.

Panoramix and Shareholders Service Group (SSG) Announce Technology Partnership

Retrieved on: 
Wednesday, September 9, 2020
Panoramix, SSG, RIAS, Cision, Pricing, Companies

EAGAN, Minn., Sept. 9, 2020 /PRNewswire-PRWeb/ --Panoramix, an innovative advisor technology platform, and Shareholders Service Group (SSG), a leading independent RIA custodian, announced today a new technology partnership that will provide RIAs working with SSG a preferred pricing arrangement for substantial savings.

Key Points: 
  • EAGAN, Minn., Sept. 9, 2020 /PRNewswire-PRWeb/ --Panoramix, an innovative advisor technology platform, and Shareholders Service Group (SSG), a leading independent RIA custodian, announced today a new technology partnership that will provide RIAs working with SSG a preferred pricing arrangement for substantial savings.
  • As operational technology becomes ever more costly for RIAs, this new partnership from Panoramix and SSG will go a long way to providing RIAs lower pricing on an already industry leading price point for performance reporting and billing technology from Panoramix.
  • "SSG is known as an industry leader in both service and technology and has proven over time to be a true friend to RIAs," said Chris Hastings, CEO of Panoramix.
  • Recently both SSG and Panoramix were recognized as the #1 technology providers in their respective categories in terms of customer service by the annual T3 Advisor Technology survey.

Jackson Launches Digital Experience for Independent RIAs

Retrieved on: 
Thursday, August 27, 2020
Consulting, Professional services, Insurance, Finance, Geography of Mississippi, Financial adviser, Jackson National Life, Jackson, Registered Investment Adviser, RIA, RIAS, Insurance, Cities in the United States, Finance

Jackson National Life Insurance Company (Jackson) today announced it has introduced a new distribution digital experience focused on independent Registered Investment Advisors (iRIAs) and their clients.

Key Points: 
  • Jackson National Life Insurance Company (Jackson) today announced it has introduced a new distribution digital experience focused on independent Registered Investment Advisors (iRIAs) and their clients.
  • A key element of digital transformation is our ability to provide valuable experiences for independent RIAs by digitally enhancing their touch points with Jackson, said Dev Ganguly, Senior Vice President and Chief Information Officer, Jackson.
  • Independent RIAs who would like to learn more can visit the new digital experience at Jackson.com/ria-and-wealth-managers.html or call 800-711-7397.
  • Jackson is the marketing name for Jackson National Life Insurance Company and Jackson National Life Insurance Company of New York.

Panoramix Releases New Industry Research on RIA Billing Practices During Pandemic

Retrieved on: 
Thursday, August 27, 2020
Finance, Money, Panoramix, Cision, Volatility, RIAS, Billing, Rias Gremory, Registered Investment Adviser, Financial adviser, Economy

EAGAN, Minn., Aug. 27, 2020 /PRNewswire-PRWeb/ --Panoramix, an innovative advisor technology platform, announced today the results of a recent industry research study on billing practices of independent Registered Investment Advisors (RIAs) during the Covid-19 Pandemic.

Key Points: 
  • EAGAN, Minn., Aug. 27, 2020 /PRNewswire-PRWeb/ --Panoramix, an innovative advisor technology platform, announced today the results of a recent industry research study on billing practices of independent Registered Investment Advisors (RIAs) during the Covid-19 Pandemic.
  • This seminal research showed that RIAs using average billing methodologies billed more during the market break, but less in the subsequent recovery, smoothing out revenue swings due to market volatility.
  • This revenue smoothing approach was critical for many firms to stay solvent and fully operational during highly disruptive times.
  • "There is a strong case to be made for billing on an average balance basis so that RIA revenues remain steady in volatilve markets," said Chris Hasting, CEO of Panoramix and author of the study.

Golden State’s brother duo team is now a trio

Retrieved on: 
Thursday, August 20, 2020
RIA, RIAS, Metro, Retailing

Golden States platform offers a turnkey asset management program, an insurance general agency, marketing and technology support, as well as other tools and initiatives on the horizon.

Key Points: 
  • Golden States platform offers a turnkey asset management program, an insurance general agency, marketing and technology support, as well as other tools and initiatives on the horizon.
  • Matts last name is not a coincidence to the Catone founders, Daniel and Patrick, and is brother to the preceding duo.
  • Recognized as one of Orange Countys largest RIAs, Golden States flagship office is located in South Coast Metro, California.
  • Golden State is located at 201 E. Sandpointe, Suite 460, South Coast Metro, CA 92707.

PFI Advisors Releases Industry Report, "Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Compliance Officers"

Retrieved on: 
Thursday, November 21, 2019
Accessibility, Assistive technology, Remote infrared audible signage, Speech synthesis, RIAS, Information science

The report, " Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Compliance Officers ," highlights the evolution of advisory practices morphing into real businesses with enterprise value through professional management.

Key Points: 
  • The report, " Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Compliance Officers ," highlights the evolution of advisory practices morphing into real businesses with enterprise value through professional management.
  • With this report, PFI Advisors hopes to shed light on the crucial work that CCO's do on a daily basis and further validate the benefits that professional management can provide to RIAs.
  • PFI Advisors conducts Technology Assessments, manages Technology Conversions, and provides M&A Preparation and Integration Services to RIAs seeking growth support.
  • There is no complicated long-term AUM fee structure or equity stake required to build the firm's future and provide advisors financial independence.

Fifth Annual Advisor Authority Study Reveals RIAs and Fee-Based Advisors Less Bullish about Pace of RIA Industry M&A Activity Compared to Prior Years

Retrieved on: 
Wednesday, May 1, 2019
RIAS, RIA, Adviser

"But at the same time that RIAs and fee-based advisorsare less bullish about the pace of consolidation and M&A activity, the majority still say that these deals will have a positive impact on their business.

Key Points: 
  • "But at the same time that RIAs and fee-based advisorsare less bullish about the pace of consolidation and M&A activity, the majority still say that these deals will have a positive impact on their business.
  • Consistently, sentiment surrounding M&A activity in the RIA industry shows that advisors remain focused on delivering excellent service in their clients' best interest and achieving greater scale.
  • They are more optimistic than all advisors about the pace of M&A and its impact on their practice to tap into greater potential.
  • For additional insights on RIA Industry M&A, financial professionals can also download the latest infographic from the fifth annual Advisor Authority study at:
    The fifth annual Advisor Authority study explores the investing and advising issues confronting RIAs, fee-based advisors and investorsand the innovative techniques that they need to succeed in today's complex market.

DeSola Group and PFI Advisors Release Industry Report: "Capitalizing on RIA Consolidation: Branding Yourself a Successful Buyer"

Retrieved on: 
Thursday, February 28, 2019
Financial advisors, Registered Investment Adviser, RIAS, Financial adviser, RIA, PFI

LOS ANGELES, Feb. 28, 2019 /PRNewswire-PRWeb/ --DeSola Group and PFI Advisors ("Pure Financial Independence") announced today the release of a new industry report focused on helping RIAs capitalize on an increasingly consolidating industry.

Key Points: 
  • LOS ANGELES, Feb. 28, 2019 /PRNewswire-PRWeb/ --DeSola Group and PFI Advisors ("Pure Financial Independence") announced today the release of a new industry report focused on helping RIAs capitalize on an increasingly consolidating industry.
  • There are over 12,000 SEC-Registered Investment Advisors in the country all trying to build their businesses in a competitive and fragmented RIA landscape.
  • PFI Advisors conducts Technology Assessments, manages Technology Conversions, and provides M&A Preparation and Integration Services to RIAs seeking growth support.
  • For breakaway advisors, PFI Advisors manages full RIA set up and transition to Independence, including office buildout, RIA infrastructure development, client transition, and billing services all for a simple consulting fee.