Stifel Financial Corp.’s Post

Embracing the Future of Financial Planning! The financial industry is evolving rapidly, driven by technology and changing consumer expectations. However, it faces a critical challenge: an aging workforce. Discover why younger talent is crucial for innovation and continuity in my latest article: Challenges posed by an aging workforce and the need for younger professionals. Strategies to attract and retain young talent through education, technology, mentorship, and flexible work environments. Let's shape the future of financial planning together! Read more https://buff.ly/3zQTsOH and join the conversation. #FinancialPlanning #FutureOfWork #YoungTalent

Back to back! We are honored to announce that the Ferris Financial Consulting Group of Wells Fargo Advisors has been recognized as one of the 2024 Forbes Best-in-State Wealth Management Teams. We believe this accolade represents an impressive list of professionals that come to work with one goal in mind - helping our clients succeed financially. We are humbled to receive this award and see this recognition as a reflection of our ongoing commitment to always putting our clients' interests first. Here's to another great year of the Ferris team! 2024 Forbes Best-In-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23 (Source: Forbes.com). The Forbes Best-In-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the equality of the investment advice and based solely on the disclosed criteria. https://lnkd.in/gRWnTB2S

People. Quality. Progressive. 3 words we are proud to embody here at Paradigm Norton. But what does that look like in the everyday? 🤝 People As an employee-owned business, people are at the centre of everything we do. From our team members to our valued clients, we focus on building relationships that empower everyone to achieve their financial goals. 🌟 Quality Our commitment to delivering exceptional financial advice and support means that we go above and beyond, ensuring that every interaction is personable, purposeful, and personalised. 🧠 Progressive A forward-thinking approach to wealth management has inspired us to lead initiatives for sustainability and social justice, continuously creating a more equitable and prosperous future. Together, these values define us! #BusinessValues #WealthManagement #BCorp #EmployeeOwned #ClientCare #FinancialPlanners

What a great way to start the year!! We were recently named as one of the FORBES BEST IN STATE WEALTH MANAGEMENT TEAMS in 2024! We are all so humbled and honored to receive this recognition. Thank you to our clients as well. We wouldn't be here without you. Search Wellesley Private Advisors in Massachusetts to find us. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. https://lnkd.in/eQbcJnKd

What a great way to start the year!! We were recently named as one of the FORBES BEST IN STATE WEALTH MANAGEMENT TEAMS in 2024! We are all so humbled and honored to receive this recognition. Thank you to our clients as well. We wouldn't be here without you. Search Wellesley Private Advisors in Massachusetts to find us. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. https://lnkd.in/eUnDpa5j

What a great way to start the year!! We were recently named as one of the FORBES BEST IN STATE WEALTH MANAGEMENT TEAMS in 2024! We are all so humbled and honored to receive this recognition. Thank you to our clients as well. We wouldn't be here without you. Search Wellesley Private Advisors in Massachusetts to find us. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Link: https://lnkd.in/eVFcEjZe

Following Farther’s inclusion in Inc. Magazine's 2024 Best Workplaces list – setting the firm apart as one of only 50 financial services companies selected out of more than 500 honorees – InvestmentNews' Steve Randall reported on our company's 32 new hires: further demonstrating our commitment to being a wealth management firm made by advisors, for advisors. Read the full article here: https://bit.ly/3Wpy7F4. #gofarther #wealthmangement #wealthtech #financialadvisor #teamfarther

Really great insights here Michaela

What a great way to start the year!! We were recently named as one of the FORBES BEST IN STATE WEALTH MANAGEMENT TEAMS in 2024! We are all so humbled and honored to receive this recognition. Thank you to our clients as well. We wouldn't be here without you. Search Wellesley Private Advisors in Massachusetts to find us. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. https://lnkd.in/ebZRuK3X

Looking for private capital to invest in #cre? The #WealthAdvisory business is more consolidated than #commercialrealestate with 3 firms managing 90% of rich people's money in the US. The Top 250 Wealth Advisory teams manage $1.6T AuM ($6B on avg). If just 10% of that capital flows into #cre over the next 5-10 years, #owners & #brokers will benefit from massive #efficiency and #liquidity gains in the private client / mid-market transacting space. Blackstone is on to something... Other interesting observations: 1. The top 100 teams at Morgan Stanley manage nearly $700B representing approx. 43% of all AuM across the top 250 teams. 2. Teams managing $5B+ AuM: Morgan Stanley (36); Merrill (21); UBS (15). 3. 66% of the top teams by AuM are located in the Tri-State area, CA, FL, TX. 4. The Tri-State area with ~$500B AuM is 18% > than California at $424B; material drop off after that with FL ($67B) and TX ($59B) in 3rd & 4th, respectively; AND 5. The Tri-State area + California over-index relative to population nearly 3:1; the 4 states represent 60% of total AuM vs. only 21% of the US population. CBRE JLL Eastdil Secured Cushman & Wakefield Colliers Newmark Berkadia Northmarq Walker & Dunlop Marcus & Millichap Avison Young Transwestern Source: Wall Street Journal / Barron's. #wealthadvisory #investing #alternatives #realestate #commercialrealestate #capitalmarkets #investing #transacting #proptech