Arete Wealth

📢 Speaker Announcement 📢 Our CEO and Founder Joshua D. Rogers will be a featured speaker at this month's Private Markets Insider Alternative Investment & DealConnect Summit, in Arete's home city of Chicago. What makes us an expert on this topic? In addition to traditional wealth management products, Arete Wealth offers a bespoke alternative platform for qualified investors that features dozens of offerings including artwork, hedge funds, private equity, venture capital, real estate, and more. We're excited to continue leading these conversations about the evolving alts market. #alternativeinvestments #alternativeinvesting #institutionalinvesting #privatemarketsinsider #aretewealth

From the main stage in Chicago, Arete Wealth CEO Joshua D. Rogers has officially launched the firm’s 2024 annual conference, Assembly. Over 200 registered attendees and more than 20 product partners have gathered to learn more about the firm’s exclusive, elite alternative investing platform. #altinvesting #brokerdealer #wealthmanagement

We are incredibly excited to announce our latest partnership with Luma Financial Technologies! Through this collaboration, advisors can access Luma’s educational resources, analytics, and lifecycle management tools. Together, we are committed to delivering best-in-class solutions, supporting financial professionals, and driving innovation in the industry. Learn more about this partnership, here: https://lnkd.in/guMrF7E8

As we continue to build on the news and excitement of Arete Wealth welcoming Crux Wealth Advisors onto our platform, this release also highlights components of Arete Outsource Solutions. This proprietary, integrated tech stack and back-office service model helps independent wealth management firms reach even higher levels of efficiency - and success. Find out more: https://lnkd.in/gh74xayB

We are thrilled to share Crux Wealth Advisors is joining forces with Arete Wealth. This partnership marks a significant milestone in Arete's journey to expand both our top-tier financial solutions as well personalized services to our partners and their investors. By providing broker-dealer and insurance agency resources, we'll ensure Crux Wealth advisors and clients receive the best possible guidance, support, and access to achieve excellence in investing. #wealthmanagement #brokerdealer #cruxwealthadvisors #aretewealth

InvestmentNews covers Arete Wealth's expanded collaboration with BNY Pershing.

Arete Wealth has announced the expansion of its clearing and multi-custodial wealth management platform via long-term clearing, custody, and technology agreements with BNY Pershing, a leading provider of global financial business solutions. “We are thrilled to collaborate with one of the top providers of clearing and custody services in the industry,” said Joshua D. Rogers, CEO and Founder, Arete Wealth. “As we expand and enhance our wealth management platform, Pershing’s commitment to high-growth, sophisticated wealth managers, along with its focus on innovative technology offerings, makes them a perfect provider for our elite financial advisors.” Read the full media release about this collaboration. https://lnkd.in/eTQBx_Ks #aretewealth #bnypershing #pershingx #fintech #wealthmanagement #wealthtech

🚀 Exciting news continues 🚀 Read the latest from InvestmentNews about our recent expansion and what it means for our advisors, investors, and partners. #aretewealth #brokerdealer #wealthmanagement #financialservices #investing

Portsmouth Financial Services has entered into an asset purchase agreement that will bring approximately 40 advisors and over $800M of AUM to Arete Wealth Management, LLC, a full-service Broker-Dealer (BD) and Registered Investment Advisory Firm (RIA), subject to FINRA review. "I am pleased to welcome the Portsmouth team to the Arete Wealth family," said Joshua D. Rogers, CEO and Founder of Arete Wealth. "I am confident that Arete will only further enhance the already great work they are doing for their clients. Together, we will do everything we can to create more wealth for investors." #aretewealth #brokerdealer #wealthmanagement

With wealth management in all forms at the core of our expertise, the democratization of investing is driving ripples in the market - waves into which forward-thinking companies like Arete Wealth, FusionIQ, and Kinecta Federal Credit Union are rising. From this recent American Banker article: "Late last year, the $6.8 billion-asset Kinecta Federal Credit Union in Manhattan Beach, California, integrated FusionIQ's platform into its digital banking channels to provide members with tailored investment models, self-directed investment capabilities and other products. Trading is supported through the fintech's subsidiary IQvestment and a partnership with Arete Wealth." Arete Investments, our newest cloud-based investor program, is excited to be fueled by partnerships with these industry leaders. #wealthmanagement #consumerfinance #investing #investments #fintech