Homrich Berg’s Post

We’re celebrating! Amidst continued growth, Sikich debuted on Financial Advisor Magazine's Top 50 Fastest-Growing RIAs list at #14. This ranking is a testament to our team’s commitment to their fiduciary duties and the trust our clients place in us. #FinancialAdvisor #WealthManagement #RIA https://lnkd.in/exqpj-U4

Valuation and Financial Reporting in Real Estate

In our latest issue we profile all of the worthy winners of The Drawdown Awards 2024, shining a spotlight on the individuals and firms who stand out from the crowd in demonstrating excellence in operations and finance in #privateequity. We also ask how much NAV lending is really going on, whether VCs are really following IPEV guidelines when it comes to fair value, and what the untapped opportunities are in net-zero accounting. Finally, we have profiles of Maguar Capital's CFO Jörg Helten and Activa Capital's CFO Audrey Kahn-Lepage, while Natalia Ramsden of SOFOS Associates assesses the value of integrating health into development programmes. https://lnkd.in/eHFsTxcg Not with us yet? Sign-up today: https://lnkd.in/eNUyDa9v Victoria Millard Brown Matthew Maguire Dee Parekh Dr. Serge Y. Andrew Haywood Rhonda Nicoll Headland Jay Peller Brie Aletto Andrew J. Frazer Smith LeAnn Chen Michael Peterson Craig Unterberg Kevin Pearl David Larsen Andrew Watson William Barrett, CAIA Irina Ipatova

Are executive development and healthcare interconnected? In my latest contribution to The Drawdown, I explore the critical synergy between people development and employee health. Discover why integrating these domains is essential for optimal organisational outcomes. Let's rethink how we nurture talent and promote well-being. SOFOS Associates #sofosassociates #sofosapproach #healthcare #employeewellbeing #talentdevelopment https://lnkd.in/eQww93eF

Part four of our TPA Knowledge Series is here! CAIA's Steven Novakovic, CAIA, CFA talks about Culture, one of the key dimensions of Total Portfolio Approach. Watch it below to see why he thinks it’s not only the most important, but also the hardest to define: https://bit.ly/3V26y2D #investing #TotalPortfolioApproach #CAIATPA

I'm thrilled to be featured in the latest Journal! 📚 Thank you PIMFA for the opportunity to contribute to our industry's ongoing dialogue. 🙏 My article on e-communications surveillance explores key trends and strategies in this crucial and complex area. I encourage all financial services professionals to check out this issue (links below) - I hope you find it offers valuable insights! If you'd like to read more about Compliance Surveillance, see my book Behind the Screens: Understanding Employee Surveillance in Financial Services, available on Amazon/Kindle.

🌟 Exciting News! 🌟 We are thrilled to announce that Mrs. Lucia Livingston-Andall, Chair of the Eastern Caribbean Securities Regulatory Commission, will be moderating the Fireside Chat on Growth and Investment at the upcoming OECS Conference. With her wealth of expertise in financial regulation and investment strategies, this session promises to be insightful and dynamic! 🔥📈 #OECSConference #GrowthAndInvestment #FinancialLeadership #FiresideChat #InvestmentStrategies

Please join Voyage Wealth Architects in congratulating team member, Sadie Bresnahan, on passing her Series 7 exam! This challenging exam licenses financial professionals to trade a broad range of securities, including stocks, bonds, and mutual funds, and is a crucial step toward offering comprehensive financial guidance. Congrats, Sadie, on reaching this important career milestone! #voyagewealtharchitects #wealthadvisors #financialadvisor #legacyplanning #minnesota #minnesotaretirement #financialplanning #wealthmanagement

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

Yesterday, we hosted Annova's 8th financial education webinar on Private REITs with Conor Lynch, MBA, CIMA®, CRPC®, Managing Director and Alternative Investment Specialist from Nuveen. Conor shared insights and practical tips on diversifying alternative asset allocation to create strong portfolios. He explained that a global, diversified portfolio focused on strategic sectors of the real estate market is a defensive way to navigate uncertainties in the past and the future. At Annova, creating a culture of trust and supporting our clients' holistic well-being is essential. That's why we offer a comprehensive financial planning service with access to institutional private market portfolios. Our main objective is to help our clients achieve their short-term and long-term financial goals by implementing effective wealth management strategies. As we continue our educational webinar series, we encourage you to prioritize your financial well-being. Please feel free to reach out to us and take advantage of the resources available to you. #financialeducation #financialadvisor #alternativeinvestment #REIT #AnnovaAdvisors