RKL LLP’s Post

Are you familiar with structured notes as a component of your portfolio? Watch here as Craig Robson, CFP®, CIMA®, CDFA®, Founding Principal and Managing Director of Regent Peak Wealth Advisors, explains how these multiple-case use tools can be integrated into your plan. #structurednotes #wealthmanagement #financialplanning 

Structured notes are one element to consider when constructing client investment portfolios. Your experience, time horizon, investment objective and risk profile guide your allocation. From there we make a plan to help you accomplish what means most to you. Check in with our team Regent Peak Wealth Advisors for a personalized discussion for your financial needs. #wealthmanagement #financialplanning

There is only one week left to secure your #MMIAnnualConference seat at the discounted "advance" rate! Co-Chaired by Kara Julian of Morgan Stanley and Brad Jung CIMA® CPWA® AIF® of Russell Investments, this conference is the advisory industry’s most anticipated event of the year, and you do not want to miss it. October 15-17 in Charlotte, NC ... We can't wait to see you there! https://bit.ly/4cVcOkF #InvestmentManagement #WealthManagement #AssetManagement

Investing can sometimes feel like walking through a minefield. The dos and don'ts of successful investing are well-known yet often ignored. Stephen Weitzel, CFP®, once said "I'm a big believer in learning from others' mistakes, but sometimes we need to experience the pain of error on our own to truly understand." Check our most recent white paper, "Don't" written by our Managing Partner, Stephen Weitzel, CFP. Link 🔗 https://tr.ee/zZ7jMySzZf #dosanddonts #diversification #assetallocation #whitepaper #RBID #Reveille #wealthmanagement #riskmanagement #financialadvisor https://lnkd.in/gmYRntRp

Today at noon, I participated in our CNY Financial Planning Association (FPA) for a discussion on market and investment trends with Chris Fossum, Vice-President of First Trust. A historic perspective related to two schools of thought was discussed… either direction, 2024 has the potential to be very interesting for investors. Stay tuned! #bankerslife #financeeducation #financialplannersassociation #markettrends #investmentinsights

We are delighted to have made it into the "Financial Times top 100 Financial Advisory Firms" (again). We aren't number 1 however, with 5805 advice firms operating in the UK (as of Feb 2024) this means that we are in the top 2%. Is your advisers firm in the top 100? #happytimes #financialtimes #wrensterling

Premier Miton Investors’s Ian Rees to assume full responsibility of multi-manager team. Premier Miton has promoted Ian Rees to sole head of the multi-manager team, following more than two decades with the firm. Check out Linus Uhlig's latest article 👇 https://incm.pub/3X38Els #investing #assetmanagement #wealthmanagement #finance

AssetMark can’t wait to meet #financialadvisors attending Park Avenue Securities Wealth Management Academy in #Denver this week. If you’re there, our own Ryan Evans and Josh Fey, CIMA® will be onsite to learn more about what your business challenges are and how #AssetMark may be able to help. #wealthmanagement #ParkAvenueSecurities

14 new advisers joining the ranks this week, with only 3 net exits. In the spotlight 🔦 we welcome Toby Stewart (Hartmann Planning), Olivia Odgaard (HKS Financial Planning), and Saxon Kirkley (Morgans Financial Limited). PSK Private Wealth takes the biggest gain of the week with 5 advisers coming across from Charter Financial Planning. Followed closely by Alliance Wealth and new licensee, Baker Advice. Congrats to those joining the industry! Your free Adviser Ratings profile is ready to be claimed (Link in comments) 👇 Madison, Nicolás, Angus #weeklymovements #weeklyupdates #ardata #financialadvice #affordableadvice #accessibleadvice #advisermovements

Our team of investing experts are second to none! Come by and see us and discuss ways to help grow your money more efficiently and effectively