Unlocking the 1099 Model: Is it the right fit for your advisory business? Watch Harris Baltch, Dynasty Head of Investment Banking, share the pros and cons of adopting this approach as several major PE-backed firms, like Merit, Perigon, and Integrated Partners, incorporate it into their strategy as a complement to their traditional W-2 business. If you are interested in exploring M&A opportunities and need assistance in connecting with the right team, visit https://lnkd.in/e8NR-y72. Our team is here to provide personalized guidance tailored to your unique needs. Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #mergersandacquisitions #thoughtleadership
Dynasty Financial Partners’ Post
More Relevant Posts
-
How are strategic acquirers being more competitive, particularly against private equity firms? Christina Bresani, managing director and head of corporate advisory for William Blair Investment Banking, discusses how the interest rate environment, conservative investment committees, and more have created a unique opportunity for strategic buyers. More from Bresani in the latest edition of #WilliamBlairClientFocus: https://lnkd.in/gAYN-qv4
-
Happy New Year! I am posting to let you know that I have found a new employer to be working with! CWC Advisors is an independent investment advisor with their website linked below. I chose CWC for a few key reasons: 1) 𝐓𝐡𝐞𝐲 𝐚𝐫𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐟𝐢𝐫𝐬𝐭 𝐰𝐢𝐭𝐡 𝐚 𝐜𝐨𝐧𝐬𝐢𝐬𝐭𝐞𝐧𝐭 𝐩𝐡𝐢𝐥𝐨𝐬𝐨𝐩𝐡𝐲 𝐭𝐡𝐚𝐭 𝐩𝐚𝐫𝐚𝐥𝐥𝐞𝐥𝐬 𝐡𝐨𝐰 𝐈 𝐯𝐢𝐞𝐰 𝐦𝐚𝐫𝐤𝐞𝐭𝐬. The team at CWC has managed large institutional funds for clients as well as high net worth individuals for over 20 years. They also have a verified investment track record for both a large company US stock portfolio and a composite against a small cap benchmark. 2) As a firm with credible assets under management, 𝐭𝐡𝐞𝐲 𝐡𝐚𝐯𝐞 𝐠𝐨𝐨𝐝 𝐫𝐞𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐚𝐧𝐝 𝐚 𝐫𝐨𝐛𝐮𝐬𝐭 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐭𝐨 𝐛𝐞𝐧𝐞𝐟𝐢𝐭 𝐦𝐲 𝐜𝐥𝐢𝐞𝐧𝐭𝐬. With a strong seven-person team, CWC will compliment me and allow for ideas to be shared and debated on investments and broader financial planning issues. 3) 𝐓𝐡𝐞𝐲 𝐚𝐫𝐞 𝐚 𝐠𝐫𝐞𝐚𝐭 𝐜𝐮𝐥𝐭𝐮𝐫𝐚𝐥 𝐟𝐢𝐭. Being over a half century old, it was important that in “Life 2.0” I have a good balance between work, family, and other competing interests. At CWC, I will have the autonomy to ensure I’m managing well existing client portfolios while opportunistically taking on new clients. Let me know if you have any interest in knowing more! Onward to the rest of 2024! #invest #investing #finance #advice #money
-
November was a very interesting year for capital markets. Check out the shifting investment opportunity set in RiskBridge Advisors' latest Risk Report. https://lnkd.in/gyU-7_Aw #assetmanagement #assetallocation #risktolerance #foundations #endowments #ocio #familyoffice #investments
-
-
Our inaugural Australian Wealth Management Summit has kicked off in Sydney! We have prepared a day filled with inspiring keynote speeches, engaging panel discussions, and interactive workshops to explore the forces driving change in both domestic and global financial markets. A big thank you to everyone for being part of this enriching experience! We're excited to hear about the valuable insights and key takeaways you've gained. #AustralianWealthManagementSummit #wealth #finance #strategy #investment #management
-
-
Corporate Associate at Nixon Peabody LLP (M&A l Private Equity l Debt & Equity l Startups l Governance l Commercial Contracts l GC Advisory)
Great insights from our most recent Hot Topics panel, who had much to say on why middle market M&A slowed in 2023 and how a rebound could take shape in 2024. Check out the blog post that Corey Habib and I prepared on this event and reach out if you would like to add to the conversation!
During our latest "Hot Topics" panel, industry leaders in middle-market private equity and investment banking shared their market outlook. Read why they are cautiously optimistic about an increase in transaction volume in 2024. https://lnkd.in/gj25tUuF The panel featured Andrée Bourgon of Grant Thornton LLP (US), David Caro of Vesper Company, Alexandra Feldman of Houlihan Lokey, Matt Konkle of G2 Capital Advisors, and Christina Pai of Fort Point Capital. It was moderated by Nixon Peabody corporate partners Philip Taub, Greg O'Shaughnessy, Amy (Pugliano) O'Keefe, and Rachel Pugliese.
Market Overview 2024 | Nixon Peabody LLP
nixonpeabody.com
-
Schroders CEO Peter Harrison to retire in 2025. Schroders CEO Peter Harrison is set to retire in 2025, sparking a search by the group to confirm a successor. Russell Reynolds Associates. Check out Cristian Angeloni’'s latest article 👇 https://incm.pub/4ddjkn7 #investing #assetmanagement #wealthmanagement #finance
-
-
Private Equity deals are a (bit of a) litmus test of the strength and confidence in the economy going forward...Q4'23: deals up, value down, and a healthy spike in fundraising. Read all about it and on the final pages our gurus do their best prognosticating. #privateequity #dealflow #capitalraising #growth
CBIZ Private Equity Advisory’s 2023 Wrap-Up & 2024 Look Ahead is live! Click below to explore insights from our M&A, Economic, and Risk Advisory experts as they dive into highlights from 2023 and share their outlook for 2024. #PrivateEquity
-
There’s light at the end of the tunnel, our Head of Investment Banking Jonathan Arrowsmith told The Banker in a recent interview. In a conversation spanning UK plcs, private equity and investor sentiment, Jonathan shared the reasons behind his long-term belief in the London market and what it will take to reverse the current market pessimism. Read more in this article about his outlook for 2024 and why Investec’s holistic ability to service mid-market corporates sets it apart: https://lnkd.in/dMsKzbDd #banking #investmentbanking #finance
Investec wants to be a stable hand for clients
thebanker.com
-
Dive into what Jim Gold, CEO of Steward Partners, discusses with InvestmentNews anchor Gregg Greenberg on the future of the RIA space. Tune in to hear why Jim predicts growth for hybrid RIAs and an uptick in private equity-backed M&A. You are not going to want to miss this perspective: https://ow.ly/LJOR50ShnJq #Finance #RIA #PrivateEquity #MergersAndAcquisitions #InvestmentNews
-
-
Senior Vice President - Head of Investment Banking & Restructuring (Midwest) at Selby Jennings
If you're attending the conference in Las Vegas this week make sure to reach out to Emily Long and Jessica P. to connect about hiring trends they're seeing across the Turnaround, Restructuring Investment Banking, and Distressed Investing spaces. #turnaroundmanagement #turnaround #restructuring
We are excited to share that Emily Long, SVP - Investment Banking & Restructuring, and Jessica P., VP Investment Banking, are attending this year's Turnaround Management Association Distressed Investing Conference. Our team will be available for meetings, so be sure to reach out directly. You can register for the event here: https://lnkd.in/eefMeRJ If you can't attend but would like to speak to our team of experts about your hiring needs and opportunities, request a call back today: https://hubs.la/Q02jSx4Q0
-
