Lenox Advisors’ Post

From our humble beginnings in Dayton, Ohio, The Connor Group has grown to manage over $5 billion in assets across 18 markets. We are industry outsiders; our success comes from decades of hands-on experience and a deep understanding of the industry. We're not just following market trends but setting new standards for excellence. Our investors trust our proven track record of delivering exceptional returns. We offer investors a reliable and innovative partner in achieving their financial goals. #RealEstateInvestment #IndustryLeaders #InnovativeGrowth #FinancialSuccess #InvestorTrust #TheConnorGroup #MarketExcellence #RealEstateExperts #InvestmentOpportunities

A great discussion into the world of artificial intelligence and its affects on the financial and economic market with Prathna Ramesh from FutureSight and Bob Simpson, Vice President, Portfolio Strategist! Watch Outlook 2024 here - https://lnkd.in/dHmjzYtT #finance #artificialintelligence #investing

At Greybrook, 2023 was a year of perseverance and disciplined execution. It provided us with valuable perspective while reinforcing our commitment to navigating complexity on behalf of our investors, partners, and employees. Here’s to our continued growth and success in 2024. We invite you to watch our 2023 Sizzle Reel.  . . . #VisionCapitalExecution #RealEstate #RealEstateInvesting #RealEstateDevelopment #AssetManagement #2023Highlights

From awards to books and more...what an exciting year it's been so far for Integrated Partners! If you're attending Wealth Management EDGE this week, don't miss the opportunity to connect with Adrian Duran, MBA, Andree Mohr and Matt Ackermann, Chief Content Officer for insight on what's on the horizon! #WMEDGE #WealthManagement #BusinessGrowth

As we settle into the new year, we reflect on the past, celebrate the present and look forward to the future! Berkley Asset Protection President Chip Dowd reminisces about the company's start as we commemorate 15 years in business. #MeetTheTeam #BerkleyAssetProtection #JewelryInsurance #FIneArtInsurance

Waverly Advisors, LLC is excited to announce the acquisition of CenterPoint Wealth Management, an investment advisory business based in Zionsville, Indiana. The transaction increases Waverly's AUM to approximately $13.2 billion. View Full Announcement Here: https://lnkd.in/gGPzc-vr Please see the disclosure at the bottom of the announcement. #WealthManagement #FinancialPlanning #estateplanning #investing

Coming up we have "GPS for Alpha: Investing on a Global Basis". 🌎 In this panel, Adam Lowensteiner, Vice President at Lytham Partners is joined by Jake Barfield, Managing Partner at Asheville Capital Management and Doug (Douglas S.) Weiss, Principal & Managing Member at DSW Investment, LLC to discuss the pros and cons of investing on a global basis, what to look for, and how this differs with #SmallCap and #MicroCap markets. ⏯ Watch here: https://lnkd.in/gdwsWSMc #GlobalInvesting #Alpha #Investors #InvestingOverseas

The Evergreen Lane Wealth Management Group at Morgan Stanley is proud to announce that we have been ranked as a Best-in-State Wealth Management Team in New Jersey by Forbes in 2024. It is an honor for our team to receive this award, and we are incredibly grateful to all of our clients whom we could not have achieved this without. We remain more dedicated to serving you than ever, and are excited for all that 2024 will bring. Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/23-3/31/24. https://lnkd.in/e-tNpZ5w

April marks a major milestone for View Capital Advisors, LLC as we celebrate our 20th Anniversary! We are grateful for all our service provider relationships and, most importantly, our clients who have entrusted us to achieve their wealth management goals for the past two decades. We look forward to partnering with them and others for many more years to come! #ViewCapital #20thAnniversary #Investing #WealthManagement

LPL Financial just can’t seem to escape the spotlight, and this latest headline is turning heads! The sudden exit of CEO Dan Arnold has generated a lot of chatter, leaving everyone wondering what lies ahead for LPL and its financial advisors. Arnold’s departure may have some advisors feeling adrift regarding the firm’s strategic direction and level of support. This growing disconnect has led to plenty of speculation about the future for those “partnered” with LPL. Advisors are increasingly concerned about leadership, stability, and their desire for a more nurturing environment—all factors that could drive a potential shift to new broker-dealers. They’re on the lookout for firms that not only provide strong resources but also align with their values and business goals. In a nutshell, the current upheaval at LPL Financial and the rising dissatisfaction among its advisors could spark a significant shift as they seek out broker-dealer partners that better meet their needs. Buckle up—this could get interesting! https://lnkd.in/grWXhC8g