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Top Family Offices Investing in Real Estate Take a closer look at the top single-family offices investing in real estate, with AUM of $10 billion or less. Link to the list in the comments below ⬇️ #ria #familyoffice

Active equity ETFs have captured nearly 25% of all equity ETF inflows in 2024, despite representing just 6% of total equity ETF AUM. 📊 In the latest Asset Management Pulse (🔗 in the comments), we teamed up with AdvizorPro to analyze which funds are doing the best job at gaining assets and garnering RIA adoption. Some of the funds you'll find in the latest Pulse include: The Avantis US Small Cap Value ETF (AVUV) The Capital Group Dividend Value ETF (CGDV) The Dimensional US High Profitability ETF (DUHP)

Active equity ETFs have captured nearly 25% of all equity ETF inflows in 2024 despite representing just 6% of total equity ETF AUM. 📊 In the latest Asset Management Pulse, we've partnered with AdvizorPro to analyze which active strategies are driving this momentum among RIAs. 🤝 One ETF has seen its AUM grow by over 75% this year, with 2024 inflows accounting for more than 30% of its total assets. Another has experienced a 200-fold surge in AUM and a 22-fold rise in RIA adoption. Check out the full findings ⤵️

🏅 The World's Wealthiest Athletes 🏅 🏀 LeBron James 🏀 $1.2 billion net worth The first active NBA player to become a billionaire Founded his LRMR family office in 2006 together with friend and business manager, Maverick Carter His investment in Beats by Dre in 2008 reportedly made him $700 million when the company sold to Apple Obtained a 2% stake in Liverpool Football Club in 2011 Secured a 1% equity stake in Fenway Sports Group in 2021, that was increased in 2023 Also invested into cycling via Cannondale bikes in 2008 and Canyon Cycles in 2020 Numerous other real estate investments as well as media 🎾 Roger Federer 🎾 $700 million net worth Multiple rights and real estate investments through his Tenro company, established in Switzerland in 2007 Co-founder of Team8, an Ohio-based sports management company with Coco Gauff and Henrik Lundqvist amongst clients Most notable deal is his 3% share in Swiss performance shoe brand, On, worth approximately $300 million today Other investments include several plant-based foods companies Had ongoing sponsorship with Credit Suisse, which UBS agreed to continue after the takeover ⚽ Cristiano Ronaldo ⚽ $500 million net worth The world’s highest paid athlete, with +900 million social media following Various investments and interests through his CR7 business and LM Capital Includes CR7 branded ventures, from apparel to fragrances and fitness centers Hospitality investments via Pestana Hotel Group, plus restaurant investments together with Rafael Nadal and Enrique Iglesias Invested into Spanish hair transplant clinic brand Insparya in 2019 ⚾ Alex Rodriguez ⚾ $350 million net worth Through his A-Rod Corp, formed in 1995, Rodriguez has invested across real estate, sports, media and various startup ventures Notable investment is in the Minnesota Timberwolves and Lynx, as well as an early investment in Snapchat in 2016 Co-founded Slam Corp, a SPAC focused on tech, media, health and wellness investments A major real estate player, with +30,000 apartments and homes, and his own development company, Newport Property Construction founded in 2008 Invested in UFC fitness facilities as well as the Professional Fighters League itself Other investments include Vita Coco water in 2011 and Dominican beer brand Presidente in 2020 🎾 Serena Williams 🎾 $340 million net worth Williams invested in the Miami Dolphins along with her sister Venus in 2009 Established her venture capital firm Serena Ventures in 2014, with a mandate to support women and founders from underrepresented backgrounds Serena Ventures has reportedly invested in 14 unicorns already Created her own multimedia production company in 2023, Nine Two Six Productions Founded pain relief and recovery brand Will Perform in 2022 Founded female beauty brand Wyn Beauty earlier this year #familyoffice

AI Search is now live in AdvizorPro! Build targeted lead lists in seconds by simply describing the audience you’re looking for. Want to try it out? If you're interested in experiencing AI Search for yourself, let us know and we'll get you set up. #aisearch #advizorpro 

Discover the Top Independent RIAs Using Altruist We've compiled a list of the leading independent RIAs that have chosen Altruist as their custodian. Want to see who made the cut? Find the link to our latest blog post in the comments below, where you can access the full list and learn more about these innovative firms. #RIA #altruist #advizorpro

Exciting news for RIAs! Fidelity has launched two technology bundles designed to support small and mid-sized firms, addressing resource and cost constraints. Package 1: 🔹 Fidelity's Wealthscape brokerage platform 🔹 eMoney financial planning software 🔹 Advyzon's operational and portfolio management tools Package 2: 🔹 Wealthscape 🔹 eMoney 🔹 Fidelity Managed Account Xchange (FMAX) Essentials, featuring Fidelity and third-party investment products These solutions are perfect for newly established RIAs with limited financial resources. Did you know: 🔹 14.5% of independent RIAs were founded in the last 3 years 🔹 63.6% have less than $250M in AUM This represents a significant market opportunity, with many potential customers who can benefit from these technology bundles.

July Rep Movement Recap ▶ 168 advisors moved from Buckingham Strategic Wealth, LLC to The Colony Group, LLC In May, the two firms merged, and as a result, many advisors transitioned to the combined entity in July. ▶ 45 advisors moved from Purshe Kaplan Sterling Investments to Oakwood Capital Securities, Inc. Interestingly, there was no public announcement, which raises questions about why so many advisors moved. ▶ 41 advisors moved from Osaic Wealth, Inc. to LPL Financial LLC A Connecticut-based team managing about $750 million in client assets joined LPL from Osaic after the firm acquired Lincoln Financial's wealth business. ▶ 28 advisors moved from J.P. Morgan to Wells Fargo ▶ 26 advisors moved from Merrill Lynch to J.P. Morgan

We're thrilled to announce that AdvizorPro has been recognized on the 2024 Inc. 5000 list of fastest-growing private companies in America! Ranked #889 overall, #102 in software, and #40 in Georgia, we're proud of our team's hard work and dedication to delivering the best lead database in the industry. Thanks to our customers and partners for trusting us to empower their sales, marketing, and recruitment efforts. We're just getting started! Inc. Magazine https://lnkd.in/g6Yn3rnH #Inc5000 #FinancialServices #LeadDatabase

How can financial professionals be more engaging at conferences? We spoke with John Swystun, CEO of Auxesys, about his innovative approach at the Wealth Management Edge conference earlier this year. Swystun's secret to sparking meaningful conversations? Creating content on-site with a camera, capturing valuable insights and perspectives from the conference. This strategy not only generated buzz among attendees but also served as a powerful conversation starter. By creating content, asset managers and RIAs can break free from traditional booth interactions and build more substantial relationships. #conferences #assetmanagement #RIA