InvestmentNews’ Post

"The impact of this is already being seen through future potential clients being lost simply because advisers can’t take on new business." Interesting statistics coming from Investec. Do you agree with the stats? More importantly, are you running the risk of loosing future potential clients due to lack of newer, adviser talent? I can absolutely help with this, don't hesitate to contact me... 📱0744 255 4228 📧 charlotte@aspireexec.co.uk 🔗 Send me a LinkedIn message #advisers #financialadvisers #talent #talentaquisition #riskmanagement #aspire

We are thrilled to have once again been named as one of the Best Places to Work for Financial Advisors by InvestmentNews. Discover more about this year’s Best Places to Work for Financial Advisors at https://lnkd.in/eFc64Dih.    #BestPlacestoWork #InvestmentNews   Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees. These awards do not evaluate the quality of services provided to clients and are not indicative of Bailard’s future performance. Best Companies Group imposes a $499 data sharing fee, but there was no cost for Bailard to be considered for the award program. There were 75 firms on the 2024 list; 25 were recognized in Bailard’s category of 50+ employees, where Bailard ranked #1. https://lnkd.in/e9nyW8CX  

At 1102 Partners, we believe that being a boutique advisory firm is one of our greatest strengths. While larger firms might have more resources, working with a select group of high-net-worth clients allows us to offer a level of attention and service that we believe is hard to match. The recent article from WealthManagement.com highlights how smaller firms can use their size to their advantage—offering personalized service, adapting quickly to changes, and building deep relationships with clients. At 1102 Partners, we pride ourselves on offering a family office level of service as we craft tailored strategies that reflect the unique goals and values of our clients.  Our approach is built on understanding your needs, being accessible, and offering advice that doesn’t get lost in a one-size-fits-all model. That’s the power of working with a wealth manager who combines four decades of investment experience with a commitment to maintain a small and exclusive client base. Let’s talk about how our family office approach can help you achieve both life and legacy goals. #1102Partners #WealthManagement #RetirementPlanning #RIA #PersonalizedService

Mark Stofan's latest article in InvestmentNews, “The Allure Of Independence Is Real But Look Before You Leap,” is a must-read for financial advisors considering the leap to independence.   President of Stofan Agazzi Investments here at SIA, Mark skillfully explains the balance between autonomy and collaboration critical to successful independence. The importance of having a trusted broker-dealer by your side and a home office who knows you on a first-name basis cannot be overemphasized, according to Mark. His insights on tailoring investment choices and setting your own schedule as an advisor should also resonate deeply with professionals considering their options.   Kudos to Mark for shedding light on the true essence of independence done right in our industry! #FinancialAdvisors #Independence #InvestmentNews #MarkStofan #Service

The 2024 financial year was one of growth and immense development. Not only did we welcome several new clients, but we also assisted three existing Canberra business clients sell, all for different reasons: retirement, succession and growth. •Veteninary practice sold to ASX listed company for $8m. •Government consulting business sold to local private organization for $6m. •Electrical business sold for $18m to private equity group. We are also currently assisting an environmental IT company in the process of the sale of their business (and app!) to an international organisation for ~$2m. Due diligence takes a long time and whilst it can be expensive, getting the right advice, both from an accounting/business perspective and legal perspective will save you much more in the long run. If you are looking to buy or sell, or just generally in need of business structuring advice / accounting, please do not hesitate to get in touch! Can’t wait to see what 2025FY brings! 😎😎😎 #mgi #mergersandacquisitions #successstories

Heidrick & Struggles' 2023 Europe Private Capital Compensation Survey is out now! Discover the latest hiring and compensation trends for investment professionals at private capital firms across Europe. Despite challenging market conditions, the sector is active and talent demand remains strong. Read the report here: https://bit.ly/47bvHfk. #compensationtrends #privatecapital #investmentprofessionals

We are truly honored to be recognized as one of the leading RIA firms in the nation on the prestigious Forbes SHOOK Research Top RIA Firms 2024 List! This recognition is a testament to the dedication and expertise of our incredible team, who work consistently to support our clients and make a meaningful impact in their lives. We are profoundly grateful to our clients for their ongoing trust and partnership, as it is their confidence in us that fuels our drive to deliver exceptional, client-centered service. Thank you for allowing us to be a part of your journey toward financial success! #Forbes #SHOOK #topRIA #topadvisor #wealthadvisor #financialadvisor #wealthmanagement #mjpwealthadvisors

As the landscape of wealth management evolves, many advisors are choosing independence over traditional 'Big Box' firms. Sowell Management's Chief Revenue Officer Jason Inglis highlights the benefits and challenges of this transition in Financial Advisor Magazine. For advisors contemplating the shift, a strategic bridge to independence is essential. #FinancialAdvisors #WealthManagement #IndependenceJourney https://hubs.la/Q02H_DvW0

#PrivateEquity is widely seen as a catalyst for higher valuations and RIA consolidation, but they account for a relatively small amount of total direct investments in wealth management, Alex Goss, CFP®, Managing Partner at NewEdge Capital Group, says about M&A activity in Wealth Solutions Report. He explains that most PE firms see little benefit in spending lots of time evaluating individual practices and instead favor platforms and enterprises that can attract and acquire #wealthmanagement firms. Read more at: https://lnkd.in/e52d4Tjp #NewEdgeCapitalGroup #FinancialServices #FinancialAdvisors

I’m pleased to report that the Globe Advisor magazine recently published an article I wrote. The Globe Advisor is a publication of the Globe and Mail focused on Canadian Investment Advisors (“IA’s”). My article speaks to what the Advisor’s role can be in the sale of their client’s business. It outlines the M&A sale process, speaks to the IA’s role and mistakes to avoid. Hopefully it will be useful information and encourage IA’s to refer deals to AIM Group. #mergersandacquisitions #manda #wealthmanagement Globe Advisor link (requires a subscription): https://lnkd.in/dJquGeqA Link to our website (no subscription required): https://lnkd.in/dtQDxW6K