Fox Cities Chamber of Commerce’s Post

🎊 2023 by the Numbers 🎊   As we step into 2024, we want to take a moment to reflect on a successful 2023—and we want to celebrate all of our partners!   🔹 $3.2B Total Assets Managed* 🔹 25 Total Partner Firms (32% growth YOY) 🔹 40 Overall Team Members Added to OneAscent Financial & Partner Firms 🔹 56 Total Advisors 🔹 Hosted Second Annual Advisor Summit with 77 attendees, including 10 sponsors 🔹 OneAscent advisor offices in 17 States and Provinces across North America   Each highlight is a testament to our shared pursuit of excellence and commitment to building the Kingdom. We look forward to another year of mutual growth and success!       *Total assets defined as assets under management, assets under advisement, and assets under administration as of Nov. 30, 2023.

For RIAs exploring partnership options to address succession, growth, or scalability challenges, the current marketplace offers a myriad of choices. Mercer Advisors has emerged as a top contender for nearly a decade. @FamilyWealthReport offers valuable insights into the key reasons why. Check it out below.

For RIAs exploring partnership options to address succession, growth, or scalability challenges, the current marketplace offers a myriad of choices. Mercer Advisors has emerged as a top contender for nearly a decade. @FamilyWealthReport offers valuable insights into the key reasons why. Check it out below.

Congratulations Stratos Advisors!! 2023 Top 100 RIA Firms Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry. Our 8th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. https://lnkd.in/gSYwqi6F *Stratos Wealth Partners is #29 on this list

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

Stratos is #29 on the list - 2023 Top 100 RIA Firms Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry. Our 8th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. https://lnkd.in/gcBmMYDi

We analyzed the top quartile 2024 ROL100® ranked companies versus the bottom quartile on a set of financial KPIs. Like every year, we found that highly ranked ROL® companies continue to outperform low ranked companies on a number of key metrics including: 1 - Return on Invested Capital 2 - EBITDA Per Employee 3 - 3-Year Revenue Growth Check out Insights like this and more at https://lnkd.in/gw9kGrgi

Drake University is the place for risk officers across all lines of business to engage, learn, and connect. Registration is still open at https://lnkd.in/eFeHqPTa #riskmanagement #insuranceindustry #enterpriseriskmanagement #riskcontrol

Join #GrantThornton online for their virtual #CPE Executive Forum #WebcastSeries on Nov 3, 10 and 17! Learn how to navigate risks, seize growth opportunities, and excel in today's business world. Three Fridays of valuable insights await!