LPL Financial’s Post

Do you know someone who’s worked in wealth management for less than a decade, but is already making a difference? Here’s how to nominate a colleague — or yourself — for our 2024 Rising Star awards. #RisingStars2024 #wealthmanagement #financialadvisors

3 years in a row & it has truly been a great honour to get acknowledged as one of the country's leading and emerging wealth management company and what a pleasure to receive this award from none other than our industry veteran, Radhika Gupta. This prestigious accolade is a testament to the hard work, dedication, and expertise of our incredible team @ Waterfront Capital . Our unwavering commitment to providing exceptional financial services and innovative wealth management solutions has been the cornerstone of our success. Here’s to many more milestones ahead! 🚀 #WealthManagement #AwardWinning #FinancialServices #EmergingLeaders #ProudMoment #ThankYou #WealthManagement #FinancialPlanning #InvestmentManagement #FinancialServices #WealthAdvisors #Finance #FinancialAdvisors #AssetManagement #InvestmentStrategies #FinancialSuccess #FinancialFreedom #WealthBuilding #ClientSuccess #FinancialGrowth

CG Moneta Consulting Celebrates 5 Years of Growth and Innovation Today marks a significant milestone for CG Moneta Consulting as we celebrate our 5th anniversary. Since our formation on May 29, 2019, we have navigated an incredible journey filled with challenges and triumphs, evolving into a formidable presence in the B2B cost reduction industry. Our story began with a simple yet ambitious mission: to help businesses optimize their costs and improve their financial health. Little did we know that we would soon face unprecedented global events that would test our resilience and adaptability. From the onset of the COVID-19 pandemic, which necessitated a rapid shift to remote working environments, to grappling with the effects of hyper-inflation, we have weathered numerous storms and emerged stronger each time. Through these years, our commitment to excellence has remained unwavering. We have expanded our footprint to all 50 states, engaging with some of the brightest executives and business owners across various industries. Our growth is reflected in our thriving network of over 126 partners, each contributing to our collective success and enriching our professional journey. One of the most rewarding aspects of our growth has been the relationships we've built along the way. We've had the privilege of forging lasting friendships with clients and partners alike, making our work not just a professional endeavor but a deeply personal one. As we look to the future, our excitement and optimism are boundless. The next five years hold immense potential, and we are more committed than ever to driving innovation, delivering exceptional value, and making a positive impact on the businesses we serve. Thank you to everyone who has been part of our journey. Here’s to the next chapter of CG Moneta Consulting—may it be filled with continued growth, success, and meaningful connections. #growth #costreduction #anniversary

So proud of the Jones and Palmer team – we have been shortlisted for 15 awards at the Corporate & Financial Awards 2023. Our business continues to grow from strength to strength. Being externally recognised for the quality of our work continues to build on our growing reputation: https://lnkd.in/eRvHJYEi #wemakebusinessunderstandable #jonesandpalmer #annualreports #investorrelations #corporatereporting #digitalreporting

Check out what you missed from Christopher Argent, Michael Mills, and Amanda Thurlow in this morning's session - the secrets for a successful nomination for the Digital Finance Function Awards! 🔍 Once you've uncovered all the secrets, why not nominate yourself, your team, or a peer for this year's awards? Remember, nominations close on Monday, 29th! ⏳ Access the nomination form in the comments below 👇 #cfos #financeleaders #accountingandfinance

Have you taken a look at the photos from the WealthManagement.com Industry Awards? These awards recognized and celebrated the best initiatives from companies and individuals that help financial advisors success in their business and create better outcomes for their clients. Browse through the photo album here: http://spr.ly/6044uZ0Zo #Wealthies #WMEDGE #wealthmanagement

Reflections on the year for the Wealth Management industry from our Partner team, and see below some reading suggestions for this festive period and the new year! 🎅 Recommended reading list for Christmas 2023: • Investment Opportunities in European Wealth Management: our thoughts on wealth manager consolidation opportunities in Europe https://lnkd.in/eXvrSstA • NextWealth: Financial Advice Business Benchmarks Report 2023: a superb diagnosis of financial advisers – a must-read for those seeking to understand how smaller firms differentiate and thrive https://lnkd.in/eUxP-hRZ • WealthTech: The investment theses: our view on the right investment theses in WealthTech (spoiler alert – it is not an easy as one might think!) https://lnkd.in/e536QSDn • From Good to Great, by James C. Collins: a personal favourite – an expose on why some companies can succeed time and again whilst others can’t • UK wealth management – a ten-year guide to success: an introduction to the forces that will shape the wealth management industry https://lnkd.in/ea2TU_du • "Secrets to Optimal Client Service," a lecture by Jim Donovan: another one of our favourites and a must-see for those in professional services seeking to deliver the next level of client services https://lnkd.in/eZiEta9a • Roll-up opportunities within the fragmented German Financial Services Market: consolidation opportunities in Germany, the next frontier of investor participation https://lnkd.in/ePGSMzqk • Critical Decision-Making in an Uncertain World: a fascinating instruction manual for CEOs and CFOs to succeed in a fast-changing world https://lnkd.in/ezhm_ce3 #inflation #consolidation #financialadvice #wealthmanagement #wealthtech

Always good to know that the leadership "at the top" are thinking and concerned about... here they are: Key Findings: 1. Economic indicators: Stubborn #inflation, high interest rates and a tight #labormarket top the list of performance #detractors in 2023—and for 2024, directors listed the business cycle as most likely to dictate #strategy. 2. Strategic #governance: Despite the flow of #disruption in recent years, only 5 percent of directors have listed enhancing #resilience as a top priority in 2024. 3: Management oversight: 63 percent of directors say their board could be more impactful in its oversight of management if it could #proactively #anticipate #disruption . 4: Board #readiness: The most sought-after #skills in the boardroom remain C-Suite and industry expertise, as nearly half of directors say they can fill gaps elsewhere with third-party subject matter experts. 5: Shareholder engagement: 41 percent say #shareholder #activism has created more awareness for the need for good #governance in the U.S., though the same proportion also say shareholders should be restricted from advisory votes and other transparency rights that second-guess board decisions on company operations. Access the full report below... McIndoe Risk Advisory LLC

A reach out to my LinkedIn contacts... - Have you registered for the Consumer Duty Leadership Awards yet? - Do you have best practices or innovative solutions that you believe will deliver good outcomes for retail consumers? - Do you maybe know others who you feel should be recognised for their work in this area? Kroll is honoured to be asked by Deriskly to join the award judging panel for the Consumer Duty Leadership Awards, and would like to encourage all firms (whether regulated or not) in the following sectors to register an expression of interest. (1) Investments, Pensions & Asset Management (2) Insurance (3) Retail Lending (4) Retail Banking and Payments. Please visit the webpage below and click the "expression of interest" link. https://lnkd.in/ebTXBW45 or alternatively email partnerships@deriskly.com to register yourself or to nominate another firm. #kroll #consumerduty #deriskly #consumerdutyawards

Plante Moran Financial Advisors ranks No. 28 on Forbes list of America’s Top RIA Firms for 2023. “It’s such an honor to be recognized by Forbes as top RIA firm another year,” says PMFA president, John Lesser. #wealthmanagement #wealthplanning #financialplanning