CAPTRUST’s Post

SageView Advisory Group congratulates Kevin Schmeits and Doug Webster, AIFA®, CPFA, NQPC on being named to the 2024 Next Gen Advisors to Watch list, and Nick Lamb, CFA and John Majors, FSA, CFA, AEP on being named to the 2024 Advisors to Watch list for those managing under $1 billion by AdvisorHub! According to AdvisorHub: nominees were required to have a minimum of seven years of experience, $150m minimum AUM and a clean regulatory record. Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; 3) and professionalism. Participation in this ranking is open to any firm or advisor and there are no fees for participation. #FinancialAdvisors #WealthManagement #NextGen #FinancialServices #AdvisorHub #AdvisorstoWatch https://lnkd.in/gTj6ZFjv

Thrilled to share that I was selected #1 as part of AdvisorHub’s ‘100 Advisors to Watch’ list. This nationwide recognition measures scope of practice expertise, growth of practice production, leading professionalism, valued client standards and community service. I am thankful to my Valued Clients for allowing me to do what I love. https://lnkd.in/geX3xdc7 2024 AdvisorHub 100 Solo Practice Advisors to Watch The 2024 AdvisorHub 100 Solo Practice Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.

Congratulations Alex Henn, "Top 100 Advisors to Watch 2024"! These advisors all oversee over $1 billion in assets and had the best overall combined score for quality of practice, growth and professionalism. AdvisorHub ranked advisors based on the scale of their business, including size of assets, growth of their practice year-over-year, and professionalism, including the advisor's regulatory record, community involvement and mentorship. Alexander Henn is ranked #93 in the country on the AdvisorHub Advisors to Watch Top 100 (over $1 billion) list for 2024. Read the full article here--> https://bit.ly/3W3hWNy

Congratulations Alex Henn, "Top 100 Advisors to Watch 2024"! These advisors all oversee over $1 billion in assets and had the best overall combined score for quality of practice, growth and professionalism. AdvisorHub ranked advisors based on the scale of their business, including size of assets, growth of their practice year-over-year, and professionalism, including the advisor's regulatory record, community involvement and mentorship. Alexander Henn is ranked #93 in the country on the AdvisorHub Advisors to Watch Top 100 (over $1 billion) list for 2024. Read the full article here --> https://bit.ly/4cJza81

Congratulations Alex Henn, "Top 100 Advisors to Watch 2024"! These advisors all oversee over $1 billion in assets and had the best overall combined score for quality of practice, growth and professionalism. AdvisorHub ranked advisors based on the scale of their business, including size of assets, growth of their practice year-over-year, and professionalism, including the advisor's regulatory record, community involvement and mentorship. Alexander Henn is ranked #93 in the country on the AdvisorHub Advisors to Watch Top 100 (over $1 billion) list for 2024. Read the full article here

CG Moneta Consulting Celebrates 5 Years of Growth and Innovation Today marks a significant milestone for CG Moneta Consulting as we celebrate our 5th anniversary. Since our formation on May 29, 2019, we have navigated an incredible journey filled with challenges and triumphs, evolving into a formidable presence in the B2B cost reduction industry. Our story began with a simple yet ambitious mission: to help businesses optimize their costs and improve their financial health. Little did we know that we would soon face unprecedented global events that would test our resilience and adaptability. From the onset of the COVID-19 pandemic, which necessitated a rapid shift to remote working environments, to grappling with the effects of hyper-inflation, we have weathered numerous storms and emerged stronger each time. Through these years, our commitment to excellence has remained unwavering. We have expanded our footprint to all 50 states, engaging with some of the brightest executives and business owners across various industries. Our growth is reflected in our thriving network of over 126 partners, each contributing to our collective success and enriching our professional journey. One of the most rewarding aspects of our growth has been the relationships we've built along the way. We've had the privilege of forging lasting friendships with clients and partners alike, making our work not just a professional endeavor but a deeply personal one. As we look to the future, our excitement and optimism are boundless. The next five years hold immense potential, and we are more committed than ever to driving innovation, delivering exceptional value, and making a positive impact on the businesses we serve. Thank you to everyone who has been part of our journey. Here’s to the next chapter of CG Moneta Consulting—may it be filled with continued growth, success, and meaningful connections. #healthcare #medical #hospitals

As I think about the new RIA firm owners I'm working with right now, the practice management and operations challenges is part of the reason why this work is so important. You don't know, what you don't know. We often talk about the benefits of RIA ownership, but what about the challenges, especially as a solo? Tobias Salinger shares a thoughtful piece with facts/figures of the RIA channel from Cerulli Associates with insights from industry colleagues of the realities around: Practice Management Compliance Operations The race to independence will continue and RIAs who understand how the above necessary pieces work together, stand a better change to face the challenges with a understanding and game plan that works. #financialadvisers #compliance #practicemanagement #businessoperations #rias

Spotlight on Excellence: Melissa Sotudeh's Prestigious Recognition 🌟 Join us in celebrating Melissa Sotudeh's remarkable inclusion in the 2024 Advisors to Watch list by AdvisorHub. Among over 300 nominations from highly esteemed firms, Melissa's selection underscores her profound impact and expertise in wealth management. This accolade reflects her commitment to enhancing financial strategies and client outcomes at Halpern Financial, where she continues to drive innovation and excellence. 🔗 Read More here: https://lnkd.in/es6tKEek ------- AdvisorHub’s Methodology: With nominations from 339 distinguished firms, all nominees needed to meet rigorous criteria, including at least seven years of experience, a minimum of $150 million in assets under management (AUM), and a spotless regulatory record. Advisors were evaluated based on the scope and composition of their practice, their year-over-year growth, and overall professionalism. Open to all firms and advisors, this ranking is purely merit-based and incurs no participation fees. #WealthManagement #AdvisorsToWatch #FinancialExcellence #HalpernFinancial

Unlocking Success: Harnessing the Power of Strategic Partnerships. Find out how this works if you connect with us, Whitman Transition Advisors LLC, TODAY! More wisdom like this at: https://lnkd.in/gpeSWGG or if you connect with our CEO, Philip Whitman, CPA, CEPA ----- #WhitmanTransitionAdvisors #CPA #CPASuccess #StrategicPartnership #GoalAchievement #CareerBoost #LeadershipJourney #OpportunityKnocks #CommunityEngagement #LinkedInNetworking #FutureReady #CPACommunity#CPASuccess #AdvisoryServices"

Most people in wealth management have heard a lot about the growth of RIAs in recent years. The challenges that come with the rise of RIAs may get lost in the conversation sometimes. Here's a look at the most recent information on the size of the RIA channel by Cerulli Associates with insights from Cameo Roberson of Atlas Park Consulting and Finance, Scott P. Gill, MBA, IACCP® of Synergy RIA Compliance Solutions, Stephen Caruso and Simon Hoyle of RIA Choice about the issues that the expansion poses in the form of competitive threats and practice management questions. #rias #practicemanagement #financialadvisors https://lnkd.in/dyG95Jdc