NAPFA - National Association of Personal Financial Advisors’ Post

🏅 🏆 We are excited to share that the Employbridge Finance Team has been recognized as a finalist for the Top 100 Finance Team Award! 🏅 🏆 This nomination is a reflection to the collective effort, dedication, and talent of each of our colleagues. ✅ You can vote for Team Employbridge using this link: https://lnkd.in/e9U5CGW8 #Finalist #TeamSuccess #OnConIconAwards #OnConferences"

Congratulations to Alex Roig, Senior Partner and Wealth Advisor, for being named this month's Market Maker by ONESCO! The award recognizes top producers for individuals and agencies. #familyfinancialpartners #financialadvisor #financialplanning #lexingtonky #wealthadvisor

Governance boards for all types of organisations have a responsibility to represent, and be representative of, their shareholders/investors and other stakeholders including customers et al. It is therefore surprising to see the lack of diversity in the governance of the superannuations funds, whether it be cultural heritage, industry diversity and even role diversity. Ironic considering funds probably have the broadest reach of stakeholders across the country.

Today Austen Morris Associates celebrates 30 years of : global financial excellence, unwavering commitment to our clients' success and remaining steadfast in our mission of delivering exceptional wealth management services to our global clients. #AustenMorrisAssociates #AMA #AMAturns30 #30thAnniversary #30YearsOfService #HappyAnniversary #BespokeFinancialPlans #WealthManagement #FinancialPlanning #PortfolioManagement #WealthBuilding #WealthTips #FinancialTips #Bonus #LumpSumInvestments #Growth #WealthBuilding

True success in a family business is the result of effective collaboration, unwavering cohesion, and, above all, the power of teamwork. As a second-generation business, we take immense pride in upholding these core values that have shaped our journey and continue to drive us forward. #familybusiness #financialadvisor #financialplanning #wealthmanagement #highnetworth #bestgenwealthmanagement #southshorema #bestgenwm

Tomorrow is the last day to submit nominations for ABF Journal's Best Companies in Specialty Finance list. To make sure your company is considered, get your nomination in before tomorrow's deadline. Expanding on our Most Innovative Companies feature, this list will honor the top organizations across the specialty finance ecosystem, whether they be asset-based lenders, factors, turnaround firms, service providers or anything in between, in the following five categories: - DE&I - Innovation - Industry Advocacy - Leadership - Professional Development Winners will be selected for each category based on reader nominations, input from the ABF Journal editorial advisory board and our own editorial team.   The deadline to nominate is tomorrow. #abfj #bestcompanies #diveristy #equality #inclusion #innovation #advocate #leadership #professionaldevelopment #nominatenow

Today we wish Bruce K Lee, Joseph Polakoff, and all our friends at Keebeck Wealth Management a happy sixth anniversary! The Dynasty team is proud to support you in the growth of your business. We look forward to celebrating many more years of a rewarding partnership together. Our advisors are independent, but not alone. Keebeck Wealth Management is #PoweredByDynasty. #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

Last week Catalina Capital Group and MUN CPAs hosted an event for Hawai'i Business Executives and Leaders featuring Cadinha & Co., LLC’s Investment Committee Member and Head of Fixed Income, Michael D'Addario. D’Addario discussed this year’s market and economic outlook while focusing on interest rates and fixed income markets. Attendees also received valuable insight into tax strategies, employee retention, and workforce employee experience. Mahalo to Dave Kempton, AIF, Chris Mann CPA, and Kriss Mann for having us! #CNBCFA100 #worthworthy #investmentadvice #RIA #financialplanning #investmentmanagement #wealthmanagement #womeninbusiness #womenownedbusiness #minorityownedbusiness

Following the announcement that Legacy Wealth Advisors was awarded Independent Wealth Manager (South East Asia) at the WealthBriefingAsia Awards 2024, I am pleased to share my recent interview with Acclaim Magazine. In this interview, I share some thoughts on Legacy’s winning formula and what I would like to see changed about the wealth management industry. Can you guess? I'll give you a clue with one of my favourite quotes: “The most important thing is to keep the most important thing the most important thing" Donald P. Coduto #clientfirst #wealthmanagement

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