Special adviser (UK)

Blue Chip Partners Wins Best Practices Award from InvestmentNews

Retrieved on: 
Tuesday, January 17, 2023
CPA, CMT, Certification, Passover Seder, Certified Financial Planner, Senior, Blue Chip Economic Indicators, Conference, Growth, Blue chip, Eye, Special adviser (UK), Financial adviser, Investment

FARMINGTON HILLS, Mich., Jan. 17, 2023 /PRNewswire/ -- Blue Chip Partners ("Blue Chip"), an award-winning, independent, fee-only Registered Investment Advisor and comprehensive wealth management firm located just outside of Detroit, was recently named a winner of InvestmentNews' 2022 Best Practices Award. This award recognizes advisory firms at the top of their peer group in terms of financial performance, demonstrating high growth, productivity, and profitability. Award winners were determined based on results from the annual InvestmentNews Adviser Benchmarking Study, which looks to the top-performing financial advisory firms in the nation for lessons on how to build a best-in-class practice.

Key Points: 
  • FARMINGTON HILLS, Mich., Jan. 17, 2023 /PRNewswire/ -- Blue Chip Partners ("Blue Chip"), an award-winning, independent, fee-only Registered Investment Advisor and comprehensive wealth management firm located just outside of Detroit, was recently named a winner of InvestmentNews' 2022 Best Practices Award .
  • "We are so excited to be recognized as one of InvestmentNews' Best Practices," said Robert Steinberg, Founder and CEO of Blue Chip Partners.
  • Blue Chip Partners was one of the three winners in the midsize ensembles category.
  • InvestmentNews also recently featured Blue Chip Partners on their Gameday Stage at the 2022 Schwab IMPACT Conference, where Blue Chip's Managing Director Dan Seder, CFA®, CMT, CFP® , joined host Gregg Greenberg on stage for a video interview on year-end strategies for company executives – a clientele that Seder and Blue Chip specialize in serving.

NAIFA Foundation Announces Inaugural Diversity Scholarship Recipients

Retrieved on: 
Saturday, January 14, 2023
CLU, Kaplan Business School, United States congressional conference committee, LACP, University, Student, Insurance, Chfc, Wells Fargo, Series 7 exam, Mentorship, DEI, Master, Health, Conference, Marketing, National Association, Mind and Life Institute, The Master's University, Brigham Young University, Finance, Life, CASL, Utah Valley University, Special adviser (UK), Pharmaceutical industry, Financial adviser, Management, Tutoring

FALLS CHURCH, Va., Jan. 14, 2023 /PRNewswire-PRWeb/ -- The National Association of Insurance and Financial Advisors (NAIFA) Foundation for Financial Security is pleased to announce that Gregory Jean Baptiste and Brooke Bastiaans-Brooks are recipients of the inaugural NAIFA Foundation Diversity Scholarships.

Key Points: 
  • FALLS CHURCH, Va., Jan. 14, 2023 /PRNewswire-PRWeb/ -- The National Association of Insurance and Financial Advisors (NAIFA) Foundation for Financial Security is pleased to announce that Gregory Jean Baptiste and Brooke Bastiaans-Brooks are recipients of the inaugural NAIFA Foundation Diversity Scholarships.
  • "The NAIFA Foundation is proud to support these two excellent students and help them advance in the early stages of their professional development," said NAIFA President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP.
  • "By giving Gregory Jean Baptiste and Brooke Bastiaans-Brooks and students like them access to NAIFA resources, career-development financial assistance, and mentoring opportunities, the NAIFA Foundation fosters the next generation of financial professionals and promotes financial security for all."
  • NAIFA created the NAIFA Foundation for Financial Security in 2022 to grow the number of ethical financial services professionals to better serve American households and small businesses.

Toews Asset Management Establishes Inaugural National Investment Risk Management Day to Help Counter Potentially Widespread Investor Lunacy

Retrieved on: 
Thursday, January 19, 2023
Professional Services, Finance, Bitcoin, Retirement, Brain, National archives, Heart, Risk management, Physics, CFPS, SPAC, Ivy League, VIX, Risk, Beanie Babies, Economics, Workforce, Behavior, Investment, Special adviser (UK), Cryptocurrency, Financial adviser

In honor of the now decades long tradition of ostensibly smart people embracing, promoting, and investing in verifiably bonkers investment ideas, Toews Asset Management , through the National Archives, has established a new holiday, Investment Risk Management Day, to be celebrated annually on January 19.

Key Points: 
  • In honor of the now decades long tradition of ostensibly smart people embracing, promoting, and investing in verifiably bonkers investment ideas, Toews Asset Management , through the National Archives, has established a new holiday, Investment Risk Management Day, to be celebrated annually on January 19.
  • In 2021 and 2022 we saw “investment” ideas that made investing in Beanie Babies in the 90’s seem fiscally responsible.
  • Join us in celebrating National Investment Risk Management on January 19th, 2023 and beyond.
  • Toews Asset Management specializes in risk-managed strategies, offering a suite of funds that attempt to provide investors with upside market exposure and heightened risk protection during market declines.

Winged Keel Group Expands into Atlanta with Acquisition of Nease, Lagana, Eden & Culley

Retrieved on: 
Thursday, January 12, 2023
Professional Services, Insurance, Finance, Trusts & Estates (journal), Winged keel, Society of Trust and Estate Practitioners, Private, Insurance, Brent, Oglethorpe University, Georgia State University, Society, Private placement life insurance, Audit, Estate, NLEC, Compensation, Partnership, 2011 New Year Honours (New Zealand), National Association, History, Growth, Professional, Ambassador, Principal, Mac, Acquisition, STEP, Special adviser (UK), TEP, Financial services, Financial adviser, Risk management, Atlanta

Winged Keel Group (“Winged Keel”) today announced the acquisition of Nease, Lagana, Eden & Culley (“NLEC”) and opening of its Atlanta office, which will be led by Principals Brent Eden and Walt Helms.

Key Points: 
  • Winged Keel Group (“Winged Keel”) today announced the acquisition of Nease, Lagana, Eden & Culley (“NLEC”) and opening of its Atlanta office, which will be led by Principals Brent Eden and Walt Helms.
  • The new Winged Keel Atlanta office will be comprised of a 17-person team of client relationship managers and brokerage service professionals under their leadership.
  • NLEC is among the most highly respected life insurance brokerage firms that service ultra-affluent families, business owners, private investors, and executives.
  • Industry veterans Mac Nease and Dave Culley have a longstanding history of representing their clients and industry both locally and nationally.

Fidelity® Launches First Business Development Company, Fidelity Private Credit Fund

Retrieved on: 
Monday, January 9, 2023
Personal Finance, Finance, Consulting, Professional Services, Asset Management, Bitcoin, Fidelity, Education, Real estate investment trust, Learning, Direct lending, BDC, PAS, CAIS, Growth, Investment Company Act of 1940, Fidelity Investments, Research, Investment, Prospectus, Special adviser (UK), Financial adviser, Bank

Fidelity Investments® today announced the expansion of its rapidly growing alternative investments (alts) product lineup with the launch of the Fidelity Private Credit Fund, a business development company (BDC).

Key Points: 
  • Fidelity Investments® today announced the expansion of its rapidly growing alternative investments (alts) product lineup with the launch of the Fidelity Private Credit Fund, a business development company (BDC).
  • Fidelity Private Credit Fund will be managed by Fidelity Diversifying Solutions LLC***, an investment adviser that was established to support the growth of Fidelity’s alternative investment capabilities and development of alternative products and solutions.
  • “With the launch of Fidelity Private Credit Fund, Fidelity leverages the depth and breadth of our credit-focused resources to offer our clients an income-oriented strategy in the private credit markets,” said David Gaito, portfolio manager of Fidelity Private Credit Fund and head of Direct Lending at Fidelity Investments.
  • The Fidelity Private Credit Fund will be available to intermediary clients for seamless digital transaction through Fidelity Institutional’s Alternative Investments Platform via +SUBSCRIBE at launch, and iCapital shortly after.

RFG Advisory Rounds Out an Award-Winning 2022 with 17 New Advisors, Looks Ahead to Even More Significant Growth in the New Year

Retrieved on: 
Wednesday, January 11, 2023
Work, Partnership, RFG, DNA, Research, Birmingham Business Journal, RIA, Boy, Conference, Crush, Special adviser (UK), Charity, Team Rubicon, Growth, Woman, Financial adviser

The Forbes/SHOOK distinction is just the latest honor in a long list of recognition RFG has received this year for their work empowering independent Advisors with the tools and resources they need to grow.

Key Points: 
  • The Forbes/SHOOK distinction is just the latest honor in a long list of recognition RFG has received this year for their work empowering independent Advisors with the tools and resources they need to grow.
  • Earlier this year, RFG was selected as one of RIA CHANNEL's Top 50 Wealth Managers by Growth in Assets.
  • "The humbling industry recognition and addition of 17 Advisors to the RFG family lets us know the work we're doing is resonating."
  • To learn more about being a part of the growing RFG team, click here .

Janney Names John Yackel as Head of Wealth Management

Retrieved on: 
Wednesday, January 4, 2023
Technology, Finance, Consulting, Fintech, Professional Services, Data Analytics, Asset Management, Data Management, Other Professional Services, Fortigent, Executive Committee, Wealth management, Head, SEI, Scotty (Star Trek), RIA, Insurance, Trust, Envestnet, Special adviser (UK), Prudential, Environment, Management, Financial adviser, Interior design

Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, has named John Yackel as Executive Vice President and Head of Wealth Management.

Key Points: 
  • Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, has named John Yackel as Executive Vice President and Head of Wealth Management.
  • As Head of Wealth Management, John is responsible for the strategic direction and oversight of Janney's comprehensive advice and solutions platform that supports the firm’s Financial Advisors in providing clients with a personalized, goals-based wealth management experience.
  • John succeeds Kevin Reed who has assumed leadership of Janney’s Private Client Group after eight years leading the Wealth Management group, a planned transition announced last year .
  • He brings experienced, innovative leadership in financial services and a deep understanding of advisory, lending, and planning solutions that will enhance our wealth management platform.

National Association of Insurance and Financial Advisors Leaders to Deliver State of NAIFA for Q1 2023

Retrieved on: 
Friday, January 6, 2023
CAE, Holz, National Association, Mayeux, CLU, LACP, Chfc, State, CASL, Main Street, Special adviser (UK), Management, Insurance

FALLS CHURCH, Va, Jan. 6, 2023 /PRNewswire-PRWeb/ -- Register Online

Key Points: 
  • The Q1 State of NAIFA will feature National Association of Insurance and Financial Advisors (NAIFA) President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, and CEO Kevin Mayeux, CAE, updating all interested stakeholders on how NAIFA is serving members and the insurance and financial services industry.
  • The program will feature a legislative and regulatory update by NAIFA Senior Vice President for Government Relations Diane Boyle.
  • The State of NAIFA webinars show NAIFA's commitment to transparency and the association's desire to ensure stakeholders understand what NAIFA is doing and where it is headed.
  • "The State of NAIFA webinars keep all NAIFA members and leaders informed about what's going on with their association and also provide great information for prospects, partners, the media, and anyone interested in NAIFA.

UBS advisor team Bel-Air Wealth Management named to the Forbes America’s Top Wealth Management Teams list

Retrieved on: 
Tuesday, December 20, 2022
Professional Services, Finance, NYSE, Finance, Acker, SIX Swiss Exchange, Formula One Teams Association, UBS, Life, Special adviser (UK), Research, Financial services, Risk management

UBS Wealth Management USA announced today that Bel-Air Wealth Management , an advisor team in the firm’s Metro Los Angeles Market, has been ranked 55th in the High Net Worth Category on the Forbes America’s Top Wealth Management Teams list for 2022.

Key Points: 
  • UBS Wealth Management USA announced today that Bel-Air Wealth Management , an advisor team in the firm’s Metro Los Angeles Market, has been ranked 55th in the High Net Worth Category on the Forbes America’s Top Wealth Management Teams list for 2022.
  • “We’re thrilled to see the Bel-Air Wealth Management team named to such a prestigious list,” said Lauren Gorsche, Metro LA Market Head at UBS Wealth Management USA.
  • Their specialties include wealth planning, financial strategies, investment management, asset allocation, tax considerations and multigenerational estate planning.
  • The inaugural Forbes America’s Top Wealth Management Teams High Net Worth list has 100 teams with cumulative assets of $288 billion.

RightCapital Adds SECURE Act 2.0 Updates to its Leading Financial Planning Software Platform for Financial Advisors

Retrieved on: 
Tuesday, January 3, 2023
CFP, EST, Finance, Real, Reuters, Roth, Approved, Free, IRA, Retirement, Insurance, Multimedia, QCD, Special adviser (UK), RMD, Michael Kitces, SIMPLE, Shareholder rights plan, Financial adviser, Risk management

SHELTON, Conn., Jan. 3, 2023 /PRNewswire/ -- RightCapital, the fastest-growing financial planning software* for financial advisors, released a software update today to incorporate key provisions in the SECURE 2.0 Act of 2022.

Key Points: 
  • Sign Up for RightCapital's Free CFP® CE-Approved SECURE 2.0 Webinar for Financial Advisors on Thursday, Jan 12, 2023 at 1 P.M. EST
    SHELTON, Conn., Jan. 3, 2023 /PRNewswire/ -- RightCapital , the fastest-growing financial planning software* for financial advisors, released a software update today to incorporate key provisions in the SECURE 2.0 Act of 2022.
  • Free Webinar for Financial Advisors: Financial Planning with SECURE Act 2.0 (Approved for 1 CFP CE Credit)
    RightCapital will be hosting a free webinar on Thursday, Jan. 12, 2023, at 1 p.m. EST to help financial advisors leverage new planning opportunities introduced by SECURE 2.0.
  • RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial success.
  • Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors*.