CEPA

Latest Wirehouse Breakaway Brings $700 Million in Client Assets to Sanctuary Wealth

Retrieved on: 
Tuesday, April 2, 2024
CEPA, JJ, Growth, History, Marshall College, CRPC, Franklin & Marshall College, Language, CPWA

INDIANAPOLIS, April 2, 2024 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, welcomes Vincita Investment Partners (Vincita), a Greensboro, North Carolina-based firm with $700 million in client assets. Its founders and managing partners JJ Marus, CEPA, CPWA, CRPC, and Lauren Norris, CFP®, CPFA, are the latest successful advisors to break away from a wirehouse to launch a firm on Sanctuary's Partnered Independence platform.

Key Points: 
  • INDIANAPOLIS, April 2, 2024 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, welcomes Vincita Investment Partners (Vincita), a Greensboro, North Carolina-based firm with $700 million in client assets.
  • Given their all-encompassing drive to succeed, it is hardly surprising that they've built a highly sophisticated, $700 million practice in just 15 years.
  • Adam Malamed, CEO of Sanctuary Wealth, concluded, "Sanctuary is uniquely positioned to help breakaway teams seamlessly transition to independence and grow their businesses on their terms.
  • Sanctuary is committed to helping them deepen client relationships and accelerate their growth."

Olson Wealth Group and Inspired Life Family Office® President and Founder, Sharon Olson, Shines in Mergers and Acquisitions Panel Discussion

Retrieved on: 
Thursday, March 7, 2024
Mergers and acquisitions, CEPA, JD, Hellmuth, RSM, Management

MINNEAPOLIS, March 7, 2024 /PRNewswire-PRWeb/ -- Olson Wealth Group, a multi-family office and independent wealth management firm, proudly announces the active participation of its President and Founder, Sharon Olson, CFP®, CEPA, in the recent Mergers and Acquisitions Table of Experts panel discussion hosted by the Minneapolis/St. Paul Business Journal. The event brought together business leaders from various sectors to delve into the intricacies of mergers, acquisitions, and the evolving landscape of the financial industry.

Key Points: 
  • Paul Business Journal
    MINNEAPOLIS, March 7, 2024 /PRNewswire-PRWeb/ -- Olson Wealth Group, a multi-family office and independent wealth management firm, proudly announces the active participation of its President and Founder, Sharon Olson, CFP®, CEPA , in the recent Mergers and Acquisitions Table of Experts panel discussion hosted by the Minneapolis/St.
  • As the President and Founder of Olson Wealth Group and Inspired Life Family Office® , Sharon Olson contributed valuable perspectives on navigating the M&A challenges and opportunities in today's dynamic financial climate.
  • This recognition further solidifies Olson Wealth Group's position as a thought leader in wealth management, mergers & acquisitions, and exit planning for business owners.
  • Sharon Olson, CFP®, CEPA, Olson Wealth Group and Inspired Life Family Office®, 1 (952) 835-1797, [email protected] , https://www.olsonwealthgroup.com/inspired-life-family-office/
    Andrew Thomas Schmuhl, JD, Olson Wealth Group and Inspired Life Family Office®, 1 (952) 835-1797, [email protected] , https://www.olsonwealthgroup.com/inspired-life-family-office/

OracleDC™ Challenges the Status Quo in Asset Management

Retrieved on: 
Tuesday, February 27, 2024
SAN, Emotion, The Intelligent Investor, Pessimism, CFA, Harper (publisher), CEPA, Fear, Optimism, Intelligence, Retail

SAN DIEGO, Feb. 27, 2024 /PRNewswire/ -- In the wake of the recent S&P 500 highs, Dunham & Associates Investment Counsel Inc. ("Dunham") has introduced a new webpage for its flagship investment strategy, OracleDC™, showcasing how advisors and investors can discover the groundbreaking investing approach that seeks to navigate the complexities of market volatility without emotionally-driven distractions.

Key Points: 
  • OracleDC utilizes a proprietary algorithm named the "Dykmans Curve," developed by Ryan J. Dykmans, CFA, Chief Investment Officer of Dunham.
  • It aims to disrupt traditional investment approaches by Buying Fear and Selling Greed.
  • OracleDC was inspired by Warren Buffett's timeless advice, "Be fearful when others are greedy and be greedy when others are fearful."
  • 1
    Buffett's own wisdom was influenced by the insights of Benjamin Graham, regarded as the "father of value investing.

Return On Life Wealth Partners Is Named A Forbes Best-In-State Wealth Management Team

Retrieved on: 
Tuesday, February 20, 2024
PFS, Financial services, AUM, Return, CEPA, MST, ESOP, CIPM, CDFA, Partner

CLEVELAND, Feb. 20, 2024 /PRNewswire/ -- Return on Life Wealth Partners® is pleased to announce that it has been named to the annual Forbes list of Best-in-State Wealth Management Teams* for 2024.

Key Points: 
  • CLEVELAND, Feb. 20, 2024 /PRNewswire/ -- Return on Life Wealth Partners® is pleased to announce that it has been named to the annual Forbes list of Best-in-State Wealth Management Teams* for 2024.
  • "We believe our highly personalized Return on Life® approach is a true differentiator for our clients and a clear contrast to other wealth management companies."
  • In October 2023, the firm changed its name from Planned Financial Services to Return on Life Wealth Partners to further emphasize its personalized approach to helping clients pursue the Return on Life® they desire.
  • Upon reaching these milestones, Return on Life Wealth Partners plans to transition to an employee stock ownership plan (ESOP).

Creating a healthy, clean, and sustainable environment for all: Canada consulting on the right to a healthy environment in federal legislation and engaging on environmental justice and racism

Retrieved on: 
Thursday, February 8, 2024
Government, The Honourable, Guilbeault, Climate change, Racism, Health, Development, United Nations, Environmental Protection Act, Rights, Environment, Indigenous peoples, Person, Health Canada, CEPA

For the first time ever, the Government of Canada recognizes that every individual in Canada has a right to a healthy environment under the modernized Canadian Environmental Protection Act (CEPA).

Key Points: 
  • For the first time ever, the Government of Canada recognizes that every individual in Canada has a right to a healthy environment under the modernized Canadian Environmental Protection Act (CEPA).
  • Today, the Government of Canada begins its public consultation on the development of a right to a healthy environment implementation framework under the Canadian Environmental Protection Act.
  • The Government is also engaging Canadians on environmental justice and racism to address the fact that certain communities have been disproportionately affected by environmental hazards, like pollution, toxic waste, landfills, and dumps.
  • Comments on the right to a healthy environment will be accepted until April 8.

Myriad Advisor Solutions Unveils Two Powerhouse Initiatives at the 2024 T3 Technology Conference

Retrieved on: 
Monday, January 22, 2024
Banking, Software, Professional Services, Technology, Small Business, Asset Management, Other Communications, Security, Marketing, Content Marketing, Communications, Finance, Consulting, CEPA, Life, Knowledge, Security operations center, Computer, Interview, Cosmopolitan Hotel, Sale, XDR, SOC, White, System, MAP, Organization, Machine learning, T3, EDR, Growth, Risk management

Myriad Advisor Solutions (Myriad), a long-established, full-service business advisory firm, is celebrating the company’s 15th anniversary by launching two new powerhouse initiatives designed to streamline and protect their clients’ business operations far into the future.

Key Points: 
  • Myriad Advisor Solutions (Myriad), a long-established, full-service business advisory firm, is celebrating the company’s 15th anniversary by launching two new powerhouse initiatives designed to streamline and protect their clients’ business operations far into the future.
  • Both of these programs will make their debut at the 2024 Technology Tools for Today conference (T3) for financial professionals happening January 22-25, 2024 at the Cosmopolitan Hotel & Resort in Las Vegas.
  • "These new initiatives represent a significant leap forward for Myriad in the realm of cybersecurity and strategic business planning,” said Leigh White, Chief Technology Officer at Myriad Advisor Solutions.
  • This convergence of milestones embodies the spirit of innovation and shared success that defines both Myriad and T3.”

Myriad Advisor Solutions Unveils Two Powerhouse Initiatives at the 2024 T3 Technology Conference

Retrieved on: 
Monday, January 22, 2024
Software, Finance, Consulting, Small Business, Professional Services, Technology, Security, Business, CEPA, Life, Knowledge, Security operations center, Computer, Interview, Cosmopolitan Hotel, Sale, XDR, SOC, White, System, MAP, Organization, Marketing, Machine learning, T3, EDR, Growth, Risk management

Myriad Advisor Solutions (Myriad), a long-established, full-service business advisory firm, is celebrating the company’s 15th anniversary by launching two new powerhouse initiatives designed to streamline and protect their clients’ business operations far into the future.

Key Points: 
  • Myriad Advisor Solutions (Myriad), a long-established, full-service business advisory firm, is celebrating the company’s 15th anniversary by launching two new powerhouse initiatives designed to streamline and protect their clients’ business operations far into the future.
  • Both of these programs will make their debut at the 2024 Technology Tools for Today conference (T3) for financial professionals happening January 22-25, 2024 at the Cosmopolitan Hotel & Resort in Las Vegas.
  • "These new initiatives represent a significant leap forward for Myriad in the realm of cybersecurity and strategic business planning,” said Leigh White, Chief Technology Officer at Myriad Advisor Solutions.
  • This convergence of milestones embodies the spirit of innovation and shared success that defines both Myriad and T3.”

The Government of Canada is seeking feedback on developing a federal plastics registry to help tackle plastic pollution

Retrieved on: 
Tuesday, January 2, 2024
Action plan, Climate change, Guilbeault, CCME, Government, Life, Agriculture, Research, Environment, Electronics, CEPA, Minister, Registry, The Honourable, Aquaculture, Federation, Textile, Horticulture, Transport, Nature, Plastic, Recycling

This is another step to deliver on Canada's comprehensive plan to reduce plastic pollution and waste.

Key Points: 
  • This is another step to deliver on Canada's comprehensive plan to reduce plastic pollution and waste.
  • "Canadians are demanding action to tackle the plastic waste and pollution crisis, and the federal government will continue to act.
  • The Federal Plastics Registry is an important tool that will help track and manage plastics across the economy.
  • Canada recognizes that plastic pollution knows no borders and is continuing to work with international partners to develop an effective legally binding global instrument on plastic pollution.

UBS expands Wealth Management capabilities in Arizona, unveils new offices in Phoenix and Scottsdale

Retrieved on: 
Monday, December 11, 2023
Professional Services, Technology, Software, Finance, Asset Management, Fintech, Personal Finance, Exit planning, Accreditation, UBS, Esplanade, CEPA, UHNW, Financial adviser, Kierland Commons

UBS today announced it will be increasing its real estate footprint in both Phoenix and Scottsdale , Arizona to meet the growing demand for wealth management services in the state.

Key Points: 
  • UBS today announced it will be increasing its real estate footprint in both Phoenix and Scottsdale , Arizona to meet the growing demand for wealth management services in the state.
  • In Phoenix, the firm will now occupy over 24,000 square feet of the Esplanade IV, located at 2575 E. Camelback Road.
  • In North Scottsdale, the firm opened a brand-new office location on November 17 in Kierland Commons, located at 14624 N. Scottsdale Road.
  • This program certifies them as Private Wealth Advisors who can provide wealth management advice, advanced resources, and philanthropic planning for UHNW multigenerational families and family offices, founders, entrepreneurs, and corporate executives.

Generational Wealth Advisors Recognized by D Magazine as a 2023 Top Wealth Manager

Retrieved on: 
Monday, November 27, 2023
Consulting, Banking, Personal Finance, Accounting, Professional Services, Publishing, Small Business, Communications, Asset Management, Other Professional Services, Finance, CIO, GWA, Core values, Dallas–Fort Worth metroplex, Best, Generation Investment Management, CEPA, Certified Financial Planner, Trust, Financial adviser, Investment

Generational Wealth Advisors (GWA), has been named a D Magazine Top Wealth Manager for the 13th year in a row.

Key Points: 
  • Generational Wealth Advisors (GWA), has been named a D Magazine Top Wealth Manager for the 13th year in a row.
  • In addition, GWA’s Stephen Hart , CFP®, CEPA, Director of Planning and Investments, was selected as a 2023 Best Financial Planner.
  • D Magazine’s award is presented annually to leading wealth management firms in the Dallas-Fort Worth area.
  • “I am proud of our team for being honored in the 2023 D Magazine awards,” said Brent Everett , Founder and CIO, Generational Wealth Advisors.