Wealthspire Advisors’ Post

I work with such an amazing company Wealthspire Advisors. Another year in the books as a top-ranking RIA! Want to join the team? Ask me how. #wealthmanagement #finance #ria #womeninfinance #growth #collaboration #teamwork #advisor #financialadvisor #financialplanner

We're thrilled to share that we've been recognized among America's Top 250 RIAs for 2024* by Financial Advisor Magazine. This honor reflects our team's unwavering commitment to excellence and our dedication to serving our clients. Read more: https://lnkd.in/gYm9nVF4 #topRIA #awardwinning #wealthmanagement #financialadvisor #financialplanning

One Day In July Ranked Among the Top 30 Firms in the Nation on USA Today's 2024 List of Best Financial Advisory Firms — PRBuzz.co — USA #Today partnered with #market #research #firm Statista #Inc to rank the #top #500 Registered #Investment Advisory Firms #rias in the #country One Day In #July is #ranked 27th #overall and is the only Vermont-based firm included on the #list of the top 500 RIAs, which is titled #best #Financial Advisory Firms 2024." BURLINGTON, #Vt May #6 #2024 Statista Inc. evaluated thousands of financial advisory firms across the country, narrowing the list to the top 500 which were then ranked. Statista Inc. #said "The #ranking is #built on a robust evaluation framework centered around two #key #dimensions recommendations by financial advisors, #clients and industry experts and a firm's development of assets under management

Read the latest blog from #ICANN Interim President and CEO, Sally Costerton, on organizational changes to ensure ICANN’s financial stability and sustainability: https://lnkd.in/gPn7sS_n

USA TODAY recognized EP Wealth Advisors dedication to clients and consistent growth, ranking us #14 on their annual Best Financial Advisory Firms list for 2024! We are honored to be included, with special acknowledgement to our clients and employees who made this recognition possible! This ranking highlights financial advisory firms in different segments, taking into account their growth in assets under management and recommendations from clients and peers. Click here to view more details about the ranking: https://hubs.la/Q02vVbZp0

There’s just one week left to book your place for the ICGN Washington, D.C. Conference, hosted by the IFC - International Finance Corporation - registrations must close on 22 February. Priced at just £575 for ICGN Members and £725 for Non-Members, don’t wait to secure your place: https://lnkd.in/dxMBmwwq Some of the highlights from this packed two-day agenda of expert insight and global perspectives: - Welcome remarks from ICGN CEO Kerrie Waring and an opening keynote address by Emmanuel Nyirinkindi, Vice President, Cross-Cutting Solutions, IFC. - A lively discussion on 'Regulatory race to the bottom – is the competition among Listing Regimes to encourage IPOs leading to a dilution of investor protections?', hosted by Pomerantz LLP (see ICGN's recent Statement on proposed changes to the UK listing regime: https://lnkd.in/dyDEGgsU).  - Reflecting on key points from sessions on AI and the unique aspects of emerging markets at the cocktail reception that rounds off Day One. - Kicking off Day Two with welcome remarks by Theresa Taylor, President, Board of Administration, CalPERS, followed by a keynote address from Erica Williams, Chair, Public Company Accounting Oversight Board (PCAOB). - Preparing for our plenary session on ‘Board education and the broadening remit of the board of directors’ with an introduction by Peter Gleason, CEO, NACD (National Association of Corporate Directors). - Networking with 200 influential governance professionals, coming together to consider the issues that really matter in an evolving governance and investor stewardship landscape.   ICGN are excited to welcome UBS Asset Management and ISS STOXX as sponsors of this event and thank all our sponsors for their support. We can’t wait to see you in D.C. - see the full programme and book your place: https://lnkd.in/dxMBmwwq #investors #board #assetmanagers #assetowners #governance #corpgov #stewardship #conference #event #washingtondc

We are thrilled to announce that Trevor Wilde, AIF®, MBA, our Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

We are thrilled to announce that Trevor Wilde, AIF®, MBA, Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

As we approach the SIAA Conference, centered around the timely theme "Adapt, Innovate, and Thrive," I am excited to share how Financial Simplicity perfectly aligns with these objectives, helping investment advisory firms like yours to excel, and often replace Excel. For over a decade, Financial Simplicity has been at the forefront of refining portfolio management and control systems to cater to the dynamic needs of investment advisory firms. Our specialized technology platform facilitates highly personalized portfolio management on a large scale. This innovation enables your firm to adapt effortlessly, allowing your team to focus on high-value activities while our technology handles the complexities. Our approach is simple yet powerful—equip firms to adapt to technology-driven, personalized client services, innovate operational processes, and thrive in delivering more value to more clients with reduced effort and risk. If you are attending the conference, we would be thrilled to learn about your firm's strategies and explore how Financial Simplicity can enhance your portfolio management operations, often transitioning you away from manual systems like Excel to a more client-centric, streamlined, effective, scalable and compliant model. I will be available throughout the SIAA Conference and would love to schedule a time to discuss how we can support your firm's goals. Please let me know your availability, or feel free to reach out by return email to set up a meeting. Looking forward to the possibility of collaborating to help your firm adapt, innovate, and thrive. #SIAAconfernce #financialsimplicity

Having real purpose in business sounds great. 👏 It’s also damned hard to deliver on. But that’s what makes it more important than ever. 💥 Since we became B Corp certified (we remain the largest firm of accountants to be so), we’ve began to unleash its power to make a difference. Here are six of the best ways it can give your purpose, well, added purpose. 💰   Attracting the right investors ❤️    Keeping your A-Team happy 🪨   Building a rock solid reputation ⚡️    Supercharging your growth 🤝   Winning over investors and strengthening governance ❗️   Sharing your mission loud and proud It doesn’t just shift the dial, it changes a whole mindset. If you have 5 minutes this Election week, you can delve a little deeper here: https://lnkd.in/eYrsBHKa ⬅️ #BCorp