Barron's

NewEdge Capital Group Jumps 16 Spots on Barron's Top 100 RIA Firms List

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星期二, 九月 26, 2023
Personal Finance, Finance, Consulting, Professional Services, Asset Management, RIA, Capital Group Companies, Barron's, Financial adviser

13 on Barron's Top 100 RIA Firms list .

Key Points: 
  • 13 on Barron's Top 100 RIA Firms list .
  • The 2023 appearance marks NewEdge Capital Group's second inclusion and is 16 spots higher than its 2022 ranking — the most significant move among all firms on the list.
  • "It is an honor and thrill to have made the Barron's Top 100 RIA Firms list for a second consecutive year," said Rob Sechan, Managing Partner of NewEdge Capital Group.
  • NewEdge Capital Group Managing Partner, Alex Goss, said, “We are humbled to be included among many long-standing RIA firms.

F.L.Putnam Named to Barron's 2023 List of "Top 100 RIA Firms"

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星期二, 九月 26, 2023
Barron, Barron's, RIA, ADV, Boston Business Journal, Growth, Manning, Financial adviser

WELLESLEY, Mass., Sept. 26, 2023 /PRNewswire/ -- F.L.Putnam Investment Management Company today announced that it has been named to the Barron's 2023 list of "Top 100 RIA Firms."

Key Points: 
  • WELLESLEY, Mass., Sept. 26, 2023 /PRNewswire/ -- F.L.Putnam Investment Management Company today announced that it has been named to the Barron's 2023 list of "Top 100 RIA Firms."
  • "This recognition by Barron's is a direct reflection of the hard work and commitment of our incredible team," commented Tom Manning, CEO of F.L.Putnam.
  • F.L.Putnam has been named to several industry lists over the past 12 months including Barron's 2023 Top 1200, Boston Business Journal 2023 Largest Independent Investment Advisers in Massachusetts, Forbes 2022 America's Top RIA Firms, and WealthManagement.com 2023 RIA Edge 100.
  • To be eligible for the Barron's "Top 100 RIA Firms" list, firms must primarily serve personal wealth clients, provide fee-based investment advice and financial planning services, and file their own ADV statement with the SEC.

CFO of NaaS Technology, Alex Wu won '2023 CFO Elite 100' by Barron's Chinese Edition

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星期二, 九月 26, 2023
Communication, University, EV, NAAS, Telecommunications, Barron's, Postgraduate education, Foot, Network as a service, MBA, PwC, CFOS, Peking University, Virtual CFO, VPS, Invesco, CFO, Australian Graduate School of Management, Edition, Chief financial officer, Cryptocurrency, Management, Renewable energy

Alex Wu, Co-founder, President and CFO of Naas Technology Inc. (NASDAQ: NAAS), is included as one of the awardees.

Key Points: 
  • Alex Wu, Co-founder, President and CFO of Naas Technology Inc. (NASDAQ: NAAS), is included as one of the awardees.
  • The 'CFO Elite 100' list by Barron's Chinese Edition is aimed at exploring and evaluating the leadership and role change of CFOs.
  • Within the evaluation cycle, the individual and his/her company must not act any adverse business behaviors or cause adverse social impacts.
  • Mr. Alex Wu enjoys extensive experience in corporate finance and business management, along with his profound insight into the high-tech industry.

Realtor.com® Celebrates Status as No. 1 Most Trusted Real Estate Brand with New Ad Campaign

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星期一, 九月 25, 2023
News Corp, Heart, The Wall Street Journal, Noise, The Sun (United Kingdom), Barron's, New York Post, Property management, Online shopping

SANTA CLARA, Calif., Sept. 25, 2023 /PRNewswire/ -- Realtor.com® is already the No. 1 app that real estate professionals trust. Now, this trust is at the heart of its new brand. Today, Realtor.com® unveiled a bold new "Most Trusted" advertising campaign, positioning itself as the trusted source for unbiased information and guidance for home buyers, sellers and renters throughout their real estate journey.

Key Points: 
  • 1 app that real estate professionals trust.
  • Today, Realtor.com® unveiled a bold new "Most Trusted" advertising campaign, positioning itself as the trusted source for unbiased information and guidance for home buyers, sellers and renters throughout their real estate journey.
  • Having pioneered the world of online real estate, Realtor.com® is about what's real in real estate and prides itself on giving consumers the most accurate and complete information and the most choices to empower consumers when they're renting, buying or selling a home in any market.
  • Realtor.com® is the brand buyers, sellers and renters can depend on, and our new campaign highlights not only our site's best features and tools, but what 'real, real, really' sets us apart from the competition."

First Foundation Advisors Recognized as a Top Registered Investment Advisory Firm by Barron’s

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星期五, 九月 22, 2023
Professional Services, Philanthropy, Other Philanthropy, Finance, Asset Management, Foundation, Banking, RIA, Certification, Organization, Barron's, Growth, RIAS, Publication, The Ted Noffs Foundation Inc, NYSE, Financial adviser

"At First Foundation Advisors, we are proud to be recognized as one of Barron’s Top Registered Investment Advisors," said John Hakopian, President, First Foundation Advisors.

Key Points: 
  • "At First Foundation Advisors, we are proud to be recognized as one of Barron’s Top Registered Investment Advisors," said John Hakopian, President, First Foundation Advisors.
  • First Foundation Advisors believes its inclusion on the Barron's Top 100 RIA Firms list underscores its 33-year heritage and its focus on providing personalized investment guidance and thoughtful financial planning.
  • “We are immensely proud of our team’s achievements and their unwavering dedication to our clients,” added Rick Keller, CFP®, Chairman, First Foundation Advisors.
  • No ranking or recognition should be construed as an endorsement by any past or current client of the firm.

Crestwood Advisors Ranked No. 93 in Barron's Top 100 RIA Firms List

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星期四, 九月 21, 2023
RIA, Barron, Barron's, Financial adviser

BOSTON, Sept. 21, 2023 /PRNewswire/ -- Crestwood Advisors ("Crestwood"), a boutique investment advisory and wealth management firm based in Boston, is pleased to announce it has been named to the Barron's 2023 Top 100 RIA Firms list.

Key Points: 
  • BOSTON, Sept. 21, 2023 /PRNewswire/ -- Crestwood Advisors ("Crestwood"), a boutique investment advisory and wealth management firm based in Boston, is pleased to announce it has been named to the Barron's 2023 Top 100 RIA Firms list .
  • 93 on the prestigious national list.
  • The list is intended to highlight the nation's best financial advisors and help improve industry standards.
  • Crestwood did not pay a fee to appear on the published list.

Thomas J. Salvino, Performance Wealth CEO Named #1 in Illinois on Barron's 2023 Top 100 Independent Advisors List

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星期四, 九月 21, 2023
Eye, Entrepreneurship, Barron's, Financial adviser

HINSDALE, Ill., Sept. 21, 2023 /PRNewswire/ -- Performance Wealth, proudly announces that Thomas J. Salvino, the firm's Co-Founder, CEO, and Wealth Manager has been named to the prestigious Barron's 2023 Top Independent Advisors list and ranked first in the state of Illinois. In 2022, the first year of Performance Wealth's eligibility, the firm was also included on the list.

Key Points: 
  • HINSDALE, Ill., Sept. 21, 2023 /PRNewswire/ -- Performance Wealth, proudly announces that Thomas J. Salvino, the firm's Co-Founder, CEO, and Wealth Manager has been named to the prestigious Barron's 2023 Top Independent Advisors list and ranked first in the state of Illinois.
  • "It is a privilege to be named to the Barron's Top Independent Advisor list once again," said Thomas J. Salvino, CEO & Wealth Manager, Performance Wealth.
  • From 2015 through 2020, while with his previous firm, Thomas Salvino was included each year on the Barron's Top 1,200 Financial Advisors list.
  • He was also named a Best-in-State Wealth Advisor in 2021 and among America's Top Wealth Advisors in 2019 by Forbes.

Cresset Rises to #9 in Barron's List of the Top 100 RIA Firms

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星期四, 九月 21, 2023
RIA, Entrepreneurship, Barron's, Financial adviser, Cresset

CHICAGO, Sept. 21, 2023 /PRNewswire/ -- Cresset Asset Management rose to the #9 spot in Barron's Top 100 RIA Firms list for 2023, up from #12 in 2022, and #32 in 2021. Barron's also named Cresset Advisors Chris DeMonte (#88), David Karp (#6), Charlie Maxwell (#53), and Wen Nottebohm (#77) to its 2023 list of the Top 100 Independent Advisors.

Key Points: 
  • CHICAGO, Sept. 21, 2023 /PRNewswire/ -- Cresset Asset Management rose to the #9 spot in Barron's Top 100 RIA Firms list for 2023, up from #12 in 2022, and #32 in 2021.
  • Barron's also named Cresset Advisors Chris DeMonte (#88), David Karp (#6), Charlie Maxwell (#53) , and Wen Nottebohm (#77) to its 2023 list of the Top 100 Independent Advisors .
  • "We are once again incredibly gratified to be recognized as one of the top RIA firms by Barron's.
  • For Cresset to be ranked among the top 10 RIA firms in the nation just six years since our founding is nothing short of incredible.

Hormel Foods Releases 17th Annual Global Impact Report

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星期四, 九月 21, 2023
Meat, Poultry, Newsweek, Sustainability Accounting Standards Board, Trust (social science), Barron's, Hormel Foods, GHG, Sustainability accounting, GRI, Sustainable Development Goals, Responsibility, Challenge, ESG, NYSE, Renewable energy

AUSTIN, Minn., Sept. 21, 2023 /PRNewswire/ -- Hormel Foods Corporation (NYSE: HRL), a Fortune 500 global branded food company, today announced the launch of its 17th annual Global Impact Report. The report, available online at HormelFoods.com/Global-Impact, contains information about the company's progress toward its corporate responsibility and environmental, social and governance (ESG) goals in fiscal 2022.  

Key Points: 
  • AUSTIN, Minn., Sept. 21, 2023 /PRNewswire/ -- Hormel Foods Corporation (NYSE: HRL), a Fortune 500 global branded food company, today announced the launch of its 17th annual Global Impact Report.
  • "Our global impact report is a snapshot of Hormel Foods' unwavering commitment to transparency and accountability as a corporate citizen.
  • The 2022 Hormel Foods Global Impact Report follows Global Reporting Initiative (GRI) Standards and follows the reporting guidance and principles of Sustainability Accounting Standards Board (SASB) Processed Foods and Meat, Poultry & Dairy Standards.
  • Projects and initiatives featured in the report include information about the Hormel Foods efforts that support the select UN Sustainable Development Goals .

Steward Partners' Rapid Growth Recognized with #19 Ranking on Barron's 2023 Top 100 RIA Firms List

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星期三, 九月 20, 2023
Partnership, Barron's, RIA, AUM, Forbes Top 40, Growth, Entrepreneurship, Research, Woman, Financial adviser

NEW YORK, Sept. 20, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, has been named to the  #19 spot on Barron's eighth annual ranking of independent registered investment advisor (RIA) firms. Steward's considerable growth over the past year, allowed the firm to move up 13 spots from its position last year. The ranking is based on a number of criteria including assets under management, technology, spending, staff diversity, succession planning as well as other metrics. This occasion marks the fourth consecutive year that Steward Partners has been included in the ranking. 

Key Points: 
  • This occasion marks the fourth consecutive year that Steward Partners has been included in the ranking.
  • Steward Partners Investment Advisory has been one of the industry's fastest-growing RIA firms since its launch in 2013.
  • Earlier this year, the firm had 15 wealth managers named to the Forbes 2023 List of Best-In-State Wealth Advisors.
  • The full Barron's 2023 Top 100 RIA Firm List is available here .