IARS

Burnham Gibson Wealth Advisors, LLC Hires Financial Advisor Doug Igel

Retrieved on: 
Tuesday, December 20, 2022
Retirement, Finance, IARS, Pleasure, Financial adviser, Property management

IRVINE, Calif., Dec. 20, 2022 (GLOBE NEWSWIRE) -- Burnham Gibson Wealth Advisors, LLC (BGWA), a national investment advisory firm based in Irvine, CA, welcomes well-established Financial Advisor Doug Igel to focus on the firm’s most prominent, complex corporate client relationships and add a level of sophistication to the firm’s consulting capabilities.

Key Points: 
  • IRVINE, Calif., Dec. 20, 2022 (GLOBE NEWSWIRE) -- Burnham Gibson Wealth Advisors, LLC (BGWA), a national investment advisory firm based in Irvine, CA, welcomes well-established Financial Advisor Doug Igel to focus on the firm’s most prominent, complex corporate client relationships and add a level of sophistication to the firm’s consulting capabilities.
  • Doug brings over 20 years of corporate retirement plan consulting experience, specifically in the Southern California region.
  • In previous roles, Doug was responsible for the development of retirement divisions under a national company, which entailed building service teams, identifying processes, and onboarding new clients.
  • The IARs are employed by Burnham Gibson Wealth Advisors, LLC.

Advyzon Releases 2022 Billing & Fee Study and White Paper Titled, "What Fee Models Are Advisors Using?"

Retrieved on: 
Tuesday, December 20, 2022
IARS, SCALE, ACP, Growth, Special adviser (UK), Consultant, RIAS, Senior, Business, Viewpoints, CRM, RIA, Phil Ranstrom, Research, Trailhead, Financial adviser, Financial services

CHICAGO, Dec. 20, 2022 /PRNewswire/ -- Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently released "What Fee Models Are Advisors Using?", a white paper based on original research that analyzes which fee models independent financial advisors (IARs and RIAs) are using today (and why), shares recent trends in billing and fees, and offers insights into where the industry may be headed.

Key Points: 
  • CHICAGO, Dec. 20, 2022 /PRNewswire/ -- Advyzon , a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently released "What Fee Models Are Advisors Using?"
  • Advyzon conducted the same billing study in 2021 , sharing insights from more than 800 firms.
  • Data for the 2022 study was pulled from over 1,000 firms anonymously to protect firm and client data.
  • In addition to spearheading the data pull and analyzing the data, Charles Rowlan, Senior Vice President for Business Development at Advyzon, authored the white paper.

Burnham Gibson Wealth Advisors, LLC Hires Advisor

Retrieved on: 
Tuesday, December 13, 2022
Trustee, DJ, Knowledge, Workforce, IARS, Retirement, Financial adviser, Financial services

IRVINE, Calif., Dec. 13, 2022 (GLOBE NEWSWIRE) -- Burnham Gibson Wealth Advisors, LLC (BGWA), a national investment advisory firm based in Irvine, CA, welcomes DJ Sobrepeña as a Financial Advisor to strengthen the firm’s services for existing retirement plan clients and broaden its reach for new clients.

Key Points: 
  • IRVINE, Calif., Dec. 13, 2022 (GLOBE NEWSWIRE) -- Burnham Gibson Wealth Advisors, LLC (BGWA), a national investment advisory firm based in Irvine, CA, welcomes DJ Sobrepeña as a Financial Advisor to strengthen the firm’s services for existing retirement plan clients and broaden its reach for new clients.
  • The IARs are employed by Burnham Gibson Wealth Advisors, LLC.
  • ABOUT BURNHAM GIBSON WEALTH ADVISORS, INC.
    Burnham Gibson Wealth Advisors, LLC is a registered investment adviser based in Irvine, California, offering comprehensive wealth management and corporate retirement consulting solutions to help clients with their financial goals and the needs of their workforce.
  • With diverse experience and advanced technology, Burnham Gibson takes a client-first approach to help corporate and individual clients accumulate wealth, manage risk, and plan for the future.

Wealth Enhancement Group Expands by Adding BFS Wealth Management, a Hybrid RIA with Over $523 Million in Client Assets

Retrieved on: 
Thursday, December 15, 2022
Trust, Retirement, LPL Financial, Knowledge, WEAS, RIA, Growth, Business development, IARS, Acquisition, Financial services, Financial adviser, Tutoring

MINNEAPOLIS, Dec. 15, 2022 /PRNewswire/ -- Wealth Enhancement Group, a national independent wealth management firm with more than $57.9 billion in total client assets, announced the acquisition of BFS Wealth Management a hybrid RIA located in Iselin, NJ. BFS Wealth Management oversees more than $523 million in client assets with a team of three advisors and six support staff, led by President John B. Burke.

Key Points: 
  • "We are excited to welcome the outstanding team of financial professionals at BFS Wealth Management to Wealth Enhancement Group," said Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group.
  • Wealth Enhancement Group and its Registered Investment Advisor, Wealth Enhancement Advisory Services, had$56.2 billionin client assets, including $4 billion of brokerage assets held at LPL Financial, as of October 31, 2022.
  • BFS Wealth Management had over $523 millionin client assets, including $71 million of brokerage assets, as of August 2, 2022.
  • With the addition of previously announced acquisitions and the acquisition of BFS Wealth Management, Wealth Enhancement Group hasmore than $57.9 billionin client, advisory, trust and brokerage assets.

Association of African American Financial Advisors Announces New Leadership, Launches Next Stage of Vision for a More Equitable Wealth Management Industry

Retrieved on: 
Monday, December 5, 2022
Terry LeCount, Human, Inclusivism, J.P. Morgan & Co., J. P. Morgan, AAAA, Morehouse College, Parity, Spelman College, Incoming, Partnership, CFP, The Association, United States Census, Wells Fargo, Research, College, Stifel, Advisory board, Historically black colleges and universities, Finance, Howard University, BA, Merrill, Practice management software, Uniform Investment Adviser Law Exam, African Americans, Certification, MFP, IARS, MBA, Pharmaceutical industry, Management, Financial adviser, Interior design, University, Black

WASHINGTON, Dec. 5, 2022 /PRNewswire/ -- The Association of African American Financial Advisors ("AAAA" or the "Association"), a non-profit membership organization for African American financial advisors and other wealth management industry professionals, today announced the appointment of Alex David, President and CEO of Stifel Independent Advisors, as its incoming Chairman Emeritus. In this position, Mr. David will provide strategic guidance to the Association as it embarks upon the next stage of its vision for driving a more equitable wealth management industry.

Key Points: 
  • In this position, Mr. David will provide strategic guidance to the Association as it embarks upon the next stage of its vision for driving a more equitable wealth management industry.
  • Christian Nwasike, MFP, will continue to serve as Chairman of the Board, providing day-to-day leadership of the Association.
  • Mr. Nwasike is also principal and executive managing partner with Practice Management Consultants, LLC, a consultancy focused on coaching African American financial advisors to achieve greater business growth and success.
  • A non-profit membership organization for African American financial advisors and affiliated professionals, the Association of African American Financial Advisors (AAAA) was created to address the needs and concerns of African American Financial Professionals.

Wealth Enhancement Group Grows by Adding Ginsburg Financial Advisors, Inc., an Independent RIA with Over $237 Million in Client Assets

Retrieved on: 
Thursday, December 1, 2022
Growth, RIA, Günzburg (surname), IARS, Risk, Partnership, Trust, CFP, Business development, LPL Financial, WEAS, Acquisition, Financial adviser, Financial services

MINNEAPOLIS, Dec. 1, 2022 /PRNewswire/ -- Wealth Enhancement Group, a national independent wealth management firm with more than $55.4 billion in total client assets, announced the acquisition of Ginsburg Financial Advisors, Inc., an independent RIA located in Oakland, California. Ginsburg Financial Advisors oversees more than $237 million in client assets with a team of two advisors and four support staff, led by President Larry P. Ginsburg, CFP®. This partnership expands Wealth Enhancement Group's presence in Northern California.

Key Points: 
  • Mr. Ginsburg said, "Ginsburg Financial Advisors is excited about integrating our business into the Wealth Enhancement Group family.
  • "We are thrilled that Ginsburg Financial Advisors chose to join forces with Wealth Enhancement Group," said Jim Cahn, Chief Investments & Business Development Officer at Wealth Enhancement Group.
  • Wealth Enhancement Group and its Registered Investment Advisor, Wealth Enhancement Advisory Services, had$51.9 billionin client assets, including $4 billion of brokerage assets held at LPL Financial, as of September 30, 2022.
  • With the addition of previously announced acquisitions and the acquisition of Ginsburg Financial Advisors, Inc., Wealth Enhancement Group hasmore than $55.4 billionin client, advisory, trust and brokerage assets.

Jane Riley wins National Society of Compliance Professionals’ JH Award

Retrieved on: 
Thursday, November 10, 2022
DOL, Publication, GLOBE, IARS, Broker-dealer, Polynesian Leaders Group, IBD, NASAA, Research, Education, Knowledge, Organization, Technology, Board, Conference, Mentorship, CRM, SEC, Compliance, Attitude, Freedom, Leadership, TLG, FINRA, Government Accountability Office, Growth, Industry, Monaco Heliport, National Society, Financial adviser, Audit, Financial services

Littleton, Colorado, Nov. 10, 2022 (GLOBE NEWSWIRE) -- In October, the National Society of Compliance Professionals (NSCP) presented Jane Riley, chief compliance officer of The Leaders Group, Inc. and TLG Advisors, Inc., with the JH Award.

Key Points: 
  • Littleton, Colorado, Nov. 10, 2022 (GLOBE NEWSWIRE) -- In October, the National Society of Compliance Professionals (NSCP) presented Jane Riley, chief compliance officer of The Leaders Group, Inc. and TLG Advisors, Inc., with the JH Award.
  • I am honored to be recognized by my compliance peers with the JH Award, said Jane Riley.
  • Through years of volunteer work with NSCP, Jane has become a friend, confidant, and mentor to countless professionals within the financial services industry.
  • The National Society of Compliance Professionals is a nonprofit, membership organization dedicated to serving and supporting the compliance professional in the financial services industry.

Dynamic Announces New Chief Business Development Officer

Retrieved on: 
Tuesday, October 25, 2022
Professional Services, Small Business, Other Professional Services, Finance, Consulting, Accounting, RIA, Organizational communication, IARS, SEC, Growth, LLC, Solution, Certified Financial Planner, RIAS, COO, Multimedia, Dynamics, Registered investment adviser, University, Founder, Business development, Communication, Management, Financial adviser, Cannon

Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, today announced that Steve Kulesza, CFP has joined the firm as Chief Business Development Officer.

Key Points: 
  • Dynamic Advisor Solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisors, today announced that Steve Kulesza, CFP has joined the firm as Chief Business Development Officer.
  • View the full release here: https://www.businesswire.com/news/home/20221025005862/en/
    Steve Kulesza, CFP, has joined Dynamic Advisor Solutions as Chief Business Development Officer.
  • Kulesza is an industry veteran, having served as a wealth advisor, institutional business development officer and chief operating officer over the past 20 years.
  • Investment advisory services are offered through Dynamic Advisor Solutions, LLC, dba Dynamic Wealth Advisors, an SEC registered investment advisor.

Wealth Enhancement Group Selects CAIS to Expand its Alternative Investment Capabilities

Retrieved on: 
Thursday, October 13, 2022
Software, Finance, Asset Management, Consulting, Professional Services, Technology, Fintech, Digital Cash Management, Digital Assets, Trust, RIA, IARS, WEAS, Education, Focus Financial Partners, LLC, The Beverly Hilton, Dekko, Pershing, Advisor Group, Partnership, Acquisition, CEO, Mercer, SIPC, FINRA, CE, LPL Financial, Fidelity, Solution, Leadership, Financial adviser, Financial services, Tutoring

The partnership between Wealth Enhancement Group and CAIS integrates a customized version of CAIS platform into the firms existing network of independent advisors.

Key Points: 
  • The partnership between Wealth Enhancement Group and CAIS integrates a customized version of CAIS platform into the firms existing network of independent advisors.
  • With the addition of Wealth Enhancement Group, CAIS remains dedicated to empowering the nations leading RIA aggregators including Mariner Wealth Advisors , Focus Financial Partners , and Advisor Group , said Matt Brown, Founder and CEO at CAIS.
  • Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services.
  • Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.

Wealth Enhancement Group Expands by Adding Sadoff Investment Management, Family-owned RIA with $1.6 Billion in Client Assets

Retrieved on: 
Thursday, September 15, 2022
IARS, Alston & Bird, Trust, MA, LLC, WEG, CNBC, Acquisition, Life, WEAS, LLP, LPL Financial, RIA, Family, Business development, Financial services, Financial adviser

MINNEAPOLIS, Sept. 15, 2022 /PRNewswire/ -- Wealth Enhancement Group, a national independent wealth management firm with over $57 billion in total client assets, today announced that it is expanding by bringing in Sadoff Investment Management, an independent RIA based in Milwaukee, Wisconsin. Sadoff's team of three advisors—family members Ronald, Bryan, and Michael Sadoff—and their three support staff members oversee $1.6 billion in assets for clients.  Sadoff Investment Management has achieved numerous accolades including being named to the 2021 CNBC FA 100 list for the top 100 investment advisory firms.

Key Points: 
  • MINNEAPOLIS, Sept. 15, 2022 /PRNewswire/ --Wealth Enhancement Group, a national independent wealth management firm with over $57 billion in total client assets, today announced that it is expanding by bringing in Sadoff Investment Management, an independent RIA based in Milwaukee, Wisconsin.
  • Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services.
  • Wealth Enhancement Group and its Registered Investment Advisor, Wealth Enhancement Advisory Services, had$55.7 billionin client assets, including $4 billion of brokerage assets, as of July 31, 2022.
  • With the addition of previously announced acquisitions and the acquisition of Sadoff Investment Management, Wealth Enhancement Group hasmore than $57 billionin client, advisory, trust and brokerage assets as ofAugust 30, 2022.