Rias Gremory

Triad Securities Corp. Has Been Shortlisted for the HFM US Services Awards for 2021

Retrieved on: 
Thursday, July 15, 2021
Brokerage firms, Finance, Money, Financial markets, Triad Securities, Economy, Prime brokerage, Broker, Triad, Short

NEW YORK, July 15, 2021 /PRNewswire/ --Triad Securities has been selected by HFM as a shortlist finalist for the category of Best Boutique Prime Broker.

Key Points: 
  • NEW YORK, July 15, 2021 /PRNewswire/ --Triad Securities has been selected by HFM as a shortlist finalist for the category of Best Boutique Prime Broker.
  • The 12th annual awards ceremony returns as a live event this year after a year of virtual awards in 2020.
  • Triad Securities will be honored along with three other prime brokers in the category at Guastavino's in New York on September 22, 2021.
  • We provide superior and personalized Prime Brokerage Services to Hedge Funds, Family Offices, Managed Account Platforms, RIAs, Proprietary Trading Desks and Professional Traders.

AssetMark Introduces New Channel to Help RIAs Achieve Scale

Retrieved on: 
Wednesday, March 10, 2021
Financial adviser, Rias Gremory, Fictional characters

The growth of hybrid RIAs and independent RIAs over the last 10 years has outpaced other channels in both adviser headcount and adviser managed asset growth, said AssetMark CEO Natalie Wolfsen.

Key Points: 
  • The growth of hybrid RIAs and independent RIAs over the last 10 years has outpaced other channels in both adviser headcount and adviser managed asset growth, said AssetMark CEO Natalie Wolfsen.
  • AssetMark Institutional is designed for these growth-minded RIAs whose continued success depends on embracing the rapid change thats impacting our industry.
  • AssetMark Institutional launches with more than 350 RIAs and over $7 billion in assets already working with AssetMark.
  • For more than 20 years, AssetMark has focused on offering the solutions and services that help financial advisors grow.

Yourefolio™ Announces Integration with SS&C's Black Diamond® Wealth Platform

Retrieved on: 
Friday, August 28, 2020
SS&C Technologies, Windsor, Connecticut, Cision, Companies, Rias Gremory, Fictional characters, Economy of the United States

CLEVELAND, Aug. 28, 2020 /PRNewswire-PRWeb/ -- Yourefolio, a leader in estate and legacy planning software, today announced an integration with SS&C Advent's Black Diamond Wealth Platform to enhance an advisor's estate and legacy planning experience.

Key Points: 
  • CLEVELAND, Aug. 28, 2020 /PRNewswire-PRWeb/ -- Yourefolio, a leader in estate and legacy planning software, today announced an integration with SS&C Advent's Black Diamond Wealth Platform to enhance an advisor's estate and legacy planning experience.
  • "We are excited to release this integration with SS&C's Black Diamond," said Scott Huff, CEO of Yourefolio.
  • The Black Diamond integration allows RIAs who use Yourefolio software to seamlessly onboard clients.
  • RIAs interested in learning more about Yourefolio and the integration with Black Diamond are invited to attend a webinar event on Thursday, September 3, at 2:00 pm ET.

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.

Two digital assessment options now available for equivalent, standardized intelligence testing from PAR

Retrieved on: 
Tuesday, August 11, 2020
High School DxD, Rias Gremory, Fictional characters

The RIAS-2 and RIST-2 In-Person e-Stimulus Books are convenient and more hygienic alternatives to paper stimulus books designed to be used via tablet during face-to-face administration.

Key Points: 
  • The RIAS-2 and RIST-2 In-Person e-Stimulus Books are convenient and more hygienic alternatives to paper stimulus books designed to be used via tablet during face-to-face administration.
  • "We are thrilled to provide these options to our Customers," said Kristin Greco, PAR CEO.
  • Founded in 1978, PAR is a leading publisher of assessment instruments, software, and other related materials.
  • Over the past four decades, PAR has earned a reputation for providing Customers with innovative assessment solutions and unparalleled Customer service.

Diversified Lifelong Advisors Named One Of The Top 300 RIAs In The U.S. By Financial Times

Retrieved on: 
Thursday, July 30, 2020
Registered Investment Adviser, Wilmington, Delaware, Rias Gremory, Financial Times, Financial adviser, Economy, Fictional characters, Newspapers

WILMINGTON, Del., July 30, 2020 /PRNewswire/ -- Diversified Lifelong Advisors , a financial planning and investment advisory firm based in Wilmington, Delaware, has been named one of the Top 300 Registered Investment Advisors (RIAs) in the United States by Financial Times (FT).

Key Points: 
  • WILMINGTON, Del., July 30, 2020 /PRNewswire/ -- Diversified Lifelong Advisors , a financial planning and investment advisory firm based in Wilmington, Delaware, has been named one of the Top 300 Registered Investment Advisors (RIAs) in the United States by Financial Times (FT).
  • This is the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of Financial Times.
  • "It's an honor to be named as one of the top 300 RIAs in the country alongside my committed team and partners," said Andrew Rosen , CFP, CEPpresident, partner and lifelong advisor at Diversified.
  • The FT 300 Top RIAs represent 39 different states and Washington, D.C.
    For media inquiries please contactAndrea Mazzola at 866-225-0920 ext.

Survey: Majority of RIAs Unprepared for the M&A Landslide to Come

Retrieved on: 
Wednesday, July 15, 2020
Professional services, Small business, Other Professional Services, Finance, Consulting, Accounting, Articles, Fictional characters, Contract law, Corporate finance, Criminal law, Due diligence, Rias Gremory, Corporations, Sustainability

The survey reveals an industry worried about growth and next-generation talent, but intimidated by the complexity of the M&A landscape.

Key Points: 
  • The survey reveals an industry worried about growth and next-generation talent, but intimidated by the complexity of the M&A landscape.
  • We found the majority of RIAs want to build their own platforms and improve sustainability, preferring to outsource compliance, IT and due diligence, says Brandon Kawal , Principal of Advisor Growth Strategies.
  • But we see a lot of apprehension from advisors who dont feel they understand the market well enough to command favorable deals.
  • Among the RIAs surveyed, 51% said they are unprepared to engage in M&A opportunities and 16% said they are only somewhat prepared.

PFI Advisors Releases Industry Report: "The Importance of Reporting Provider Technology for RIAs"

Retrieved on: 
Tuesday, May 12, 2020
Fictional characters, Financial adviser, Rias Gremory, Elements of fiction, Fiction

The report, " The Importance of Reporting Provider Technology for RIAs ," showcases four industry-leading reporting solutions for RIAs and discusses Reporting as the "hub" through which all data flows across the rest of an RIA's back-office infrastructure.

Key Points: 
  • The report, " The Importance of Reporting Provider Technology for RIAs ," showcases four industry-leading reporting solutions for RIAs and discusses Reporting as the "hub" through which all data flows across the rest of an RIA's back-office infrastructure.
  • we always tell them to choose a custodian first, and a reporting provider second," says Matt Sonnen, Founder & CEO of PFI Advisors.
  • PFI Advisors ("Promoting Financial Independence") is a consulting firm that helps financial advisors build more impactful and profitable enterprises.
  • PFI Advisors also conducts Technology Assessments, manages Technology Conversions, and provides M&A Preparation and Integration Services to RIAs seeking growth support.

TradePMR Recognized for '20-for-20 Initiative,' Named Industry Awards Finalist by WealthManagement.com

Retrieved on: 
Tuesday, August 6, 2019
Fictional characters, Registered Investment Adviser, Financial adviser, Rias Gremory, Elements of fiction, Fiction

GAINESVILLE, Fla., Aug. 6, 2019 /PRNewswire/ -- TradePMR , a technology and custodial services provider dedicated to serving registered investment advisors (RIAs), has been recognized as a finalist by WealthManagement.comfor the 2019 Industry Awards .

Key Points: 
  • GAINESVILLE, Fla., Aug. 6, 2019 /PRNewswire/ -- TradePMR , a technology and custodial services provider dedicated to serving registered investment advisors (RIAs), has been recognized as a finalist by WealthManagement.comfor the 2019 Industry Awards .
  • "Our team is passionate about the community they live in and the advisor community they serve," said Robb Baldwin, founder and CEO of TradePMR.
  • TradePMR was one of seven small businesses from across the globe recognized as organization of the year for providing a differentiated level of customer service.
  • Winners will be announced during an awards ceremony at the Ziegfeld Ballroom in New York City on Sept. 12, 2019.