Steve Lockshin

Merit Financial Advisors Acquires Consilium Financial Group

Retrieved on: 
Monday, August 2, 2021
Professional services, Small business, Insurance, Human resources, Finance, Consulting, Finance, Money, Economy, Financial adviser, Wealth management, Financial services, LPL Financial, Steve Lockshin, Merit Financial Advisors, Wealth Partners Capital Group, MERIT FINANCIAL ADVISORS, WEALTH PARTNERS CAPITAL GROUP

Merit Financial Advisors (Merit), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, has acquired Consilium Financial Group (Consilium).

Key Points: 
  • Merit Financial Advisors (Merit), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, has acquired Consilium Financial Group (Consilium).
  • Consilium first aligned with Merit in 2015 through its Independent Advisor Partner Program, integrating with the firms investment offerings and operational support.
  • Merit Financial Group, LLC, doing business as Merit Financial Advisors (Merit), is a national wealth management firm that supports both the independent broker-dealer and RIA models.
  • Wealth Partners Capital Group (WPCG) is a financial services holding company, which has partnered with Merit Financial Advisors (Merit).

Three Creative Planning Wealth Managers Named to Barron's Top 100 Women Financial Advisors List

Retrieved on: 
Wednesday, June 23, 2021
Finance, Money, Financial services, Investment management, Creative Planning, Financial management, Financial adviser, Registered Investment Adviser, Wealth management, Financial planners, Steve Lockshin, Harris myCFO

OVERLAND PARK, Kan., June 23, 2021 /PRNewswire/ -- Creative Planning LLC ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), is pleased to share today that three of their Wealth Managers, Brenna Saunders, Molly Rothove, and Jessica Culpepper, were named to the Barron's Top 100 Women Financial Advisors list, with all three advisors making it into the top 35.

Key Points: 
  • OVERLAND PARK, Kan., June 23, 2021 /PRNewswire/ -- Creative Planning LLC ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), is pleased to share today that three of their Wealth Managers, Brenna Saunders, Molly Rothove, and Jessica Culpepper, were named to the Barron's Top 100 Women Financial Advisors list, with all three advisors making it into the top 35.
  • Creative Planning is the only independent wealth management firm with three advisors on the list, let alone the top 50.
  • Creative Planning , LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management.
  • Creative Planning manages over $80 billion in assets across all 50 states and overseas, as of June 23, 2021.

Estate Planning Platform Vanilla Launches "Vanilla 2.0"

Retrieved on: 
Thursday, April 15, 2021
Early Cretaceous, Cretaceous, Mexican cuisine, Pollination management, Spices, Vanilla, Plants, Steve Lockshin, Nilla

b'LOS ANGELES, April 15, 2021 /PRNewswire-PRWeb/ -- Steve Lockshin\'s Vanilla, a comprehensive estate planning platform, announces the release of "Vanilla 2.0" now available for new and existing users.\nVanilla 2.0 is the latest version of Vanilla\'s product offering designed to proactively manage the estate planning of an advisor\'s entire client base.

Key Points: 
  • b'LOS ANGELES, April 15, 2021 /PRNewswire-PRWeb/ -- Steve Lockshin\'s Vanilla, a comprehensive estate planning platform, announces the release of "Vanilla 2.0" now available for new and existing users.\nVanilla 2.0 is the latest version of Vanilla\'s product offering designed to proactively manage the estate planning of an advisor\'s entire client base.
  • Vanilla is the first comprehensive estate planning solution that allows advisors to proactively monitor all of their clients, visualize existing planning, and take action through document creation.\n"Because estate planning can be so difficult to understand even with an experienced eye, Vanilla creates a way for us to bring simplicity to an experience that is traditionally very complex.
  • This allows us a scalable way to add value across our entire clientbase and take action on a client\'s planning where necessary.
  • "Tyler Gray from SageOak Financial\nOver the last several months, Vanilla gathered feedback from early adopters and partners to develop what is now "Vanilla 2.0".

Nine Northwestern Mutual Advisors Named to the Barron's Top 1,200 Financial Advisors Ranking for 2021

Retrieved on: 
Thursday, March 18, 2021
Financial advisors, Finance, Financial services, Northwestern Mutual, Money, Financial adviser, Barron's, Steve Lockshin, Fullerton Securities

MILWAUKEE, March 18, 2021 /PRNewswire/ -- Northwestern Mutual announced today that nine financial advisors affiliated with Northwestern Mutual Wealth Management Company have been named to the 2021 Barron's Top 1,200 Financial Advisors ranking.

Key Points: 
  • MILWAUKEE, March 18, 2021 /PRNewswire/ -- Northwestern Mutual announced today that nine financial advisors affiliated with Northwestern Mutual Wealth Management Company have been named to the 2021 Barron's Top 1,200 Financial Advisors ranking.
  • The Barron's Top 1,200 Financial Advisors distinction follows a strong year of growth and recognition for Northwestern Mutual in 2020.
  • Nearly 50 Northwestern Mutual Wealth Management advisors were recognized on industry lists, including the Financial Times' 400 Top Financial Advisors list, Financial Times' 401 Top U.S. Retirement Plan Advisors and Barron's 2020 Top 100 Women Financial Advisors ranking.
  • Northwestern Mutual Investment Services and Northwestern Mutual Wealth Management Company, which are subsidiaries of Northwestern Mutual, provide a variety of investment products and services to help clients with financial protection, wealth accumulation, and estate preservation and distribution.

JNBA Financial Advisors CEO Richard S. Brown Named to Forbes 2021 List of Best-In-State Top Wealth Advisors, Ranked Second in Minnesota

Retrieved on: 
Tuesday, March 16, 2021
Consulting, Banking, Professional services, Finance, Financial advisors, Finance, Money, Financial services, Worth, Financial adviser, Registered Investment Adviser, Steve Lockshin

For the second year in a row, JNBA Financial Advisors CEO Richard S. Brown has been named to the Forbes Best-in-State Top Wealth Advisors High Net Worth list, ranked as one of Minnesotas top two financial advisors.

Key Points: 
  • For the second year in a row, JNBA Financial Advisors CEO Richard S. Brown has been named to the Forbes Best-in-State Top Wealth Advisors High Net Worth list, ranked as one of Minnesotas top two financial advisors.
  • In 2020, for the sixth consecutive year, Richard S. Brown was named to Barrons list of the Top 100 Independent Advisors.
  • Brown and JNBA are the only Minnesota financial advisor on the list.
  • JNBA has also been named to the Financial Times Top 300 Registered Investment Adviser list for five years.

Heritage Financial Services Honored on Barron's 2021 Top Advisors List

Retrieved on: 
Tuesday, March 16, 2021
Financial planners, Finance, Steve Lockshin, Money, Financial services

WESTWOOD, Mass., March 16, 2021 /PRNewswire/ --Heritage Financial Services is proud to announce that its Founder and CEO, Chuck Bean, and the firm have once again been recognized on Barron's 2021 Top Advisor Rankings by State, a list of the top 1,200 wealth advisors in the nation.

Key Points: 
  • WESTWOOD, Mass., March 16, 2021 /PRNewswire/ --Heritage Financial Services is proud to announce that its Founder and CEO, Chuck Bean, and the firm have once again been recognized on Barron's 2021 Top Advisor Rankings by State, a list of the top 1,200 wealth advisors in the nation.
  • Of the top 30 advisors ranked in Massachusetts, Heritage Financial placed #13.
  • Last month, Chuck Bean and Heritage Financial Services placed 2nd on the Forbes 2021 Best-In-State Wealth Advisors list.
  • Heritage Financial Services is an independent wealth management firm that provides personalized investment, financial and retirement planning services.

IncomeConductor® Announces New Relationship with the SEI Wealth Platform

Retrieved on: 
Tuesday, March 9, 2021
Finance, Money, Financial advisors, Financial services, Financial adviser, Investment management, SEI Investments Company, Steve Lockshin

HARTFORD, Conn., March 09, 2021 (GLOBE NEWSWIRE) -- WealthConductor LLC, a FinTech company that arms enterprise and financial advisor clients with an integrated retirement income planning software called IncomeConductor, today announced that IncomeConductor is now available with the SEI Wealth Platform SM (the Platform), enabling independent advisors that utilize both SEIs Platform and IncomeConductor to easily connect their clients underlying accounts and facilitate scale through automation.

Key Points: 
  • HARTFORD, Conn., March 09, 2021 (GLOBE NEWSWIRE) -- WealthConductor LLC, a FinTech company that arms enterprise and financial advisor clients with an integrated retirement income planning software called IncomeConductor, today announced that IncomeConductor is now available with the SEI Wealth Platform SM (the Platform), enabling independent advisors that utilize both SEIs Platform and IncomeConductor to easily connect their clients underlying accounts and facilitate scale through automation.
  • This service is now available to mutual clients of the Platform and IncomeConductor, including advisors that use SEIs Managed Account Solutions and Unified Managed Account capabilities.
  • For more information, please visit https://incomeconductor.com/
    Independent Advisor Solutions by SEI provides independent financial advisors with wealth management services through outsourced investment strategies, administration and technology services, and practice management programs.
  • It is through these services that SEI helps advisors save time, grow revenues, and differentiate themselves in the market.

Linda Mack and Mack International have been selected as a finalist in two categories at the 2021 Family Wealth Report Awards

Retrieved on: 
Wednesday, March 3, 2021
Investment management, Finance, Money, Economy, Family economics, Financial management, Stock market, Wealth management, Family office, Steve Lockshin

Clients also include multi-client family offices and select investment and wealth management firms that serve family office and ultra-high net worth clients.

Key Points: 
  • Clients also include multi-client family offices and select investment and wealth management firms that serve family office and ultra-high net worth clients.
  • The firm and its' founder, Linda Mack , were recently selected as finalists in both individual and firm categories at the 2021 Family Wealth Report Awards: Family Office Management Consultancy and Leading Individual Service Product Provider.
  • The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth management and trusted advisor communities in North America.
  • Winners will be announced on 6 May 2021 in Family Wealth Report alongside a series of videos and publications.

AdvicePeriod Extends West Coast Reach with New Partner Advisor

Retrieved on: 
Wednesday, January 20, 2021
Finance, Money, Economy, Investment management, Steve Lockshin, Financial management, Financial advisors, Wealth management, Financial adviser, Adviser, Investment Management Consultants Association

Niza was introduced to AdvicePeriod through its partnership with Ryan Shanks and FA MATCH, a pioneer in data-driven financial advisor recruiting.

Key Points: 
  • Niza was introduced to AdvicePeriod through its partnership with Ryan Shanks and FA MATCH, a pioneer in data-driven financial advisor recruiting.
  • She received her Certified Private Wealth Advisor designation (CPWA) from the Investments and Wealth Institute through the Yale School of Management.
  • "The fact that we are committed to taking a client-centric approach to wealth management is what attracts many Partner Advisors," explains Steve Lockshin, AdvicePeriod Co-Founder.
  • AdvicePeriod is an SEC-registered investment advisor dedicated to focusing clients on the critical decisions necessary for managing their wealth.

EP Wealth Advisors Acquires NewFocus Financial Group

Retrieved on: 
Tuesday, January 19, 2021
Consulting, Banking, Professional services, Finance, Finance, Money, Financial services, Financial management, Investment management, Financial adviser, Wealth management, Registered Investment Adviser, Financial planners, Steve Lockshin, Draft:Pathstone, EP Wealth Advisors, Wealth Partners Capital Group

EP Wealth Advisors, LLC (EP Wealth), a leading independent registered investment adviser (RIA) on a mission to provide clients with honest and objective advice from experienced financial advisor teams through personalized financial planning, customized investment portfolios, and integrated tax and estate planning, announced its acquisition of NewFocus Financial Group, LLC (NewFocus).

Key Points: 
  • EP Wealth Advisors, LLC (EP Wealth), a leading independent registered investment adviser (RIA) on a mission to provide clients with honest and objective advice from experienced financial advisor teams through personalized financial planning, customized investment portfolios, and integrated tax and estate planning, announced its acquisition of NewFocus Financial Group, LLC (NewFocus).
  • Burton hosts an investing- and financial planning-focused podcast, NewFocus on Wealth, which provides insight on financial planning and wealth management trends and issues.
  • The partnership between EP Wealth and NewFocus underscores their shared commitment to clients, their financial literacy and their long-term financial success.
  • Wealth Partners Capital Group (WPCG) is a financial services holding company, which has partnered with EP Wealth Advisors (EP Wealth).