Digital Finance Function Awards’ Post

We're thrilled to share that we've been recognized among America's Top 250 RIAs for 2024* by Financial Advisor Magazine. This honor reflects our team's unwavering commitment to excellence and our dedication to serving our clients. Read more: https://lnkd.in/gYm9nVF4 #topRIA #awardwinning #wealthmanagement #financialadvisor #financialplanning

CFP Board is on a mission to expand access to competent and ethical financial planners. By diversifying the CFP® professional community, we're ensuring everyone has a trusted advisor by their side. Learn more about our strategic priorities here: https://lnkd.in/eHfDNCkf  #CFPpro #FinancialPlanning  

We are thrilled to share with you some exciting news that serves as a testament to the exceptional leadership and unwavering dedication David has committed Adams Wealth Partners to as the Founder and CEO. David, has been named to the Barron's Top 1200 US Financial Advisors list for 2024, marking his second consecutive year of receiving this prestigious accolade. This recognition highlights his commitment to excellence in the financial advisory industry. Join us in congratulating him on this achievement, which not only honors his individual contributions but also elevates our collective success as a team. Together, we look forward to continuing to deliver the unparalleled service and expertise that you have come to expect from us – inspired by David's leadership. Join us in congratulating David! #barrons #financialadvisor #finance #awp #retirewhileyouwork Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,595 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2022 to 09/30/2023 and was released on 03/11/2024. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.

Thank you, Worth Magazine, for naming CCMI among the nation’s top RIAs on the 2024 Worth Leading Advisors list! We’re thrilled to be named alongside esteemed firms across the country. Learn more about how this acknowledgment underscores our commitment to helping high-net-worth clients navigate unique challenges and feel more secure in their financial journey: https://lnkd.in/eHEuFwHC #WorthMagazine #LeadingAdvisorsList #TopRIAList #WealthManagement #FinancialPlanning

Hey Financial Advisors! As we approach the final month of the year, take a moment to applaud your journey, whether big wins or internal growth. Every achievement, visible or felt, deserves acknowledgment. Celebrate yourself and your peers for the strides you've made so far. You're all deserving of recognition! #FinanceAdvisorGrowth #CoachingForSuccess #InternalGrowthExternalSuccess #SingaporeFinanceLeaders #AdvisorSuccessJourney #MindsetMattersFinance #ProfessionalCoachingFinance #LinkedInAdvisorsCommunity #FinancialWellnessLeadership #AdvisorTransformationJourney

Congratulations to Alex Roig, Senior Partner and Wealth Advisor, for being named this month's Market Maker by ONESCO! The award recognizes top producers for individuals and agencies. #familyfinancialpartners #financialadvisor #financialplanning #lexingtonky #wealthadvisor

Unlocking the power of strategic financial management, CMAs stand out as trailblazers in the field, wielding spreadsheets like swords and balance sheets like blueprints. With their unique blend of analytical prowess and strategic vision, they don't just crunch numbers; they sculpt the financial landscape, shaping the future of businesses one decision at a time. In a world where agility and foresight are paramount, CMAs are the financial ninjas, navigating organizations through turbulent waters with the finesse of seasoned captains. Happy CMA day! #CMADay #StrategicLeadership #BusinessExcellence #FutureLeaders #CareerSuccess

Read the latest blog from #ICANN Interim President and CEO, Sally Costerton, on organizational changes to ensure ICANN’s financial stability and sustainability: https://lnkd.in/gPn7sS_n

The SEC Division of Examinations (Division) recently released its examination priorities (Priorities) for the SEC’s 2024 fiscal year. The Priorities include a message from Division leadership, which summarizes the Division’s activities in the SEC’s 2023 fiscal year and the Division’s commitment to increased engagement with the industry to promote compliance in a rapidly evolving financial landscape. This article summarizes key components of the Priorities, with a focus on elements of interest to private fund managers, and features insights from Carlo di Florio di Florio, global advisory leader for ACA Group and former Director of the Division when it was known as the Office of Compliance Inspections and Examinations, and Kristin Snyder, partner at Debevoise & Plimpton and former Deputy Director of the Division and Head of the Division’s Investment Adviser/Investment Company Program. #HFLR #exams https://lnkd.in/eekVmhN5