Lido Advisors, LLC’s Post

1, 2, 3, what a place to be! Great Valley Advisor Group is ranked number 123 on the Forbes SHOOK Research list of America's Top RIA Firms for 2023! This is the second annual Top RIA Firms List, compiled independently by SHOOK, based on 42,643 firm nominations, of which just over 23,000 were considered for the next phase.   SHOOK's diligent process includes meeting with each of the independent firms they rank, stating “Quality is always first; if we're going to include a firm (or advisor) on our rankings, we have to make sure everyone is of the highest quality.”   Rankings are not based on size or growth necessarily, rather their focus is to highlight “firms in which we can thoroughly understand how each client is actually treated. In doing so, we measure aspects like processes that are inherent in each client relationship, what is the team’s purpose, and what is the underlying culture that we see throughout all levels of employees.”   We are beyond honored to be recognized as one of the top 1% of RIA’s in the country, and grateful for all of the truly wonderful people that make up our GVA Family – employees, advisors, and clients alike – hats off to all of you, your high standards, best practices, and for leading the way in delivering the best possible experience.

Barron's Advisor pulled off another excellent Australian Summit in Melbourne. One of the few opportunities to hear practice management and client experience ideas from US based wealth firms. What is truely refreshing were the candid reflections on when they got things wrong and how they pivoted to develop highly successful businesses. @deborahmontaperto @jackotter #wealthadvice #globalinsights #fromfailuretosuccess

Top five performing EU CLO managers (based on their 2021 deals) exhibit different positioning in the following five industries: 1. Construction & Building 2. Consumer goods: Durable 3. Healthcare & Pharmaceuticals 4. High Tech Industries 5. Hotel, Gaming & Leisure Considering that there are always winners and losers in each industry, the diverse positioning (OW/Neutral/UW) of these managers across the aforementioned five industries helps support this point. The fact that managers with varying industry positions can still achieve favourable performance indicates that investors can benefit from a certain level of diversification in the EU CLO market. (Please note that this premium article is behind a paywall.)

Just returned from an exhilarating two days at the RIU Resurgence Conference in Perth, where the future of finance was in sharp focus. Engaging with a diverse group of industry experts and leading investors, we explored the latest trends and innovative strategies poised to transform the financial sector. Sharing insights and ideas with some of the most brilliant minds in finance was not just an opportunity to learn but a chance to be part of a larger conversation shaping the future of our industry. We at Shares In Value are excited about applying these insights and continuing this journey of growth and innovation. Looking forward to the next steps and the future collaborations that will emerge from this incredible experience. #StrategicFinance #InnovativeThinking #FinanceFutures #RIU2023

Exciting News! We are thrilled to announce that Financial Advisor, RJFS and CEO of Leeward Financial Group, John Piotrowski, has been recognized as one of AdvisorHub’s “Advisors to Watch: Next Gen”! Johns dedication to his clients and relentless hard work for Leeward Financial Group have set a benchmark in the industry. Congratulations, John, on this well-deserved recognition! We are incredibly proud to have you leading our team and inspiring us every day. To read the full list of the advisors in this category, visit https://lnkd.in/ezcQJRR7. #LeewardFinancialGroup #LighthousePoint #Florida #AdvisorHub #NextGenAdvisor #AdvisorsToWatch #ClientDedication #IndustryExcellence #Leadership #Congratulations The 2024 AdvisorHub 100 Next Gen Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023 and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regard to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.

Dive into success with our Thriving Enterprises Peer Advisory Meeting! If you’re not a member already, apply here to join.amcob.org to become one and Join us in the Pacific Time zone for invaluable insights and connections. #peeradvisory #muslimsentrepreneurs #EmergingEnterprises #BusinessGrowth

We are pleased to announce that we have been named a Barron’s Top 100 RIA Firm! We are excited to join the esteemed group of advisors who meet Barron’s strict quantitative and qualitative criteria. Barron's Advisor 8th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. No ranking or recognition Ballentine Partners receives from publishers or other organizations should be construed as a guarantee of favorable results if one were to engage Ballentine Partners to provide investment advisory or other services. Also, the achievement of professional designations, certifications, degrees, licenses or years of experience as an advisor does not guarantee desired outcomes or investment results.   Ballentine Partners has no affiliation with the publishers or other organizations whose survey results are shown here, nor did Ballentine Partners pay any fee or offer any other consideration associated with the survey or ranking.  Survey results and rankings are based on the methodology of the sponsoring organization. The methodology is described in the associated article. No ranking or recognition should be construed as an endorsement by any past or current client of Ballentine Partners.  Ballentine Partners will be glad to address any questions you may have. #BarronsRanked #RIA #wealthmanagement

Really!? The announcement of "#independent Directors" in situ as if it is an innovation......it seems ASX Principle 2 - Recommendation 2.3 has been a revelation to some, but to most of us, it has been a preferred way to insure that behaviours and decision making within a board are monitored by a truly impartial cohort of Directors "#independents" . The appointment of Independent directors should NOT be an afterthought or strategy to safeguard the repeat of poor practices , it should have been there from day one to prevent said poor practices & decision making. Please use the Principles to structure & inform your Board, they are applicable to all Boards!!! #bestpractice #boardstructure #effectiveboard

Show your rising stars that you are investing in their future.⁠ ⁠ Give your rising stars everything they need to develop the skills to progress in your firm.⁠ ⁠ An annual membership of Progress to Partner is a great way to show your team members that you are investing in them for the future. They'll learn to:⁠ ⁠ ✅ Delegate effectively⁠ ⁠ ✅ Build a team that works well together⁠ ⁠ ✅ Act & think more commercially⁠ ⁠ ✅ Come out from under your shadow⁠ ⁠ ✅ Win work for your firm.⁠ ⁠ Find out more here:⁠ https://lnkd.in/eRSgfKZv⁠ ⁠ #consultingfirms #lawfirms #accountancyfirms #professionaldevelopment #learninganddevelopment #L&D #progresstopartner #howtomakepartner

With a dedicated emphasis on recruiting influential C-level #advisors, we're progressing well in assisting our clients gain access to the most relevant #IndependentDirectors as they unleash their business to the next level. Here's an interesting compilation of key independent directors appointments from Jan - Mar 2024. #CorporateGovernance #BoardofDirectors #Leadership #BusinessEthics #BoardGovernance #CXO