A year ago, we expanded our Atlantic region by welcoming J. Saunders Wiggins, CFP(R), AIF and the talented Richmond team to Wealthspire. Congratulations to you all on an incredible first year and here’s to many more! #SucceedTogether #Milestones Bobby Moyer, CFA, CFP®, CAIA Julie Grove Dylan Mills
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Welcome to Concurrent you are going to love the WPA team! I’m excited to be working with Mark again, better know as “Woody”!! I’ve been talking with Mark since joining Concurrent, he too has seen the industry trends shift to a supported RIA model. Allowing advisors to find true independence, freeing them of the confines found in the IBD space. The traditional IBD space often limits advisors to an antiquated tech platform, reduced product offering, singular lending and custodial options. Makes you wonder why it’s called Independence.
Wealth Partners Alliance is excited to announce Mark Wood as Director, Strategic Growth to the firm. Mark brings nearly four decades of experience in the wealth management space with notable expertise in aiding advisors in their transition to independence. Mark will be a valuable asset to WPA as we continue expansion and growth not only in our existing markets but with opportunities throughout the region. To read more, please visit https://lnkd.in/g8Bw-4gv . . . #wealthpartnersalliance #independentfiancialadvice #poweredbyconcurrent David A. McBee, Jr. AIF® Brittany Smith, AIF® John Saalfield Rick Lima Rodd Newhouse, EJD, AWMA®, SE-AWMA®Garry Scheufler John Garcia David Silva Mike Peschel Mandy Haskell, CFP®, CDFA®Brandon L. Glasscock Xavier Hawley Tyler Beeson, CFP, CIMA, CPWA, MBA Courtney Tate Tia Woolfolk Sara DiCamillo Ferrell Robin Ankeny Gabbriella Ampel Mike Peschel Concurrent Mark Wood
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I’ve come to Boston for 10+ years of work with Abbey Capital and this morning is something extra special. Not only is it not raining and reminding me of Dublin, I have 5 of my colleagues in town today, seeing investors (you know who you are and we are grateful) & attending two different conferences! Hoping everyone else’s day is as good as mine, knowing their is strength in multiples with a few of team Abbey here with me. #abbeycapital #alternatives #diversification #diversity #boston #ireland #Celtics Kevin Donohoe, Isa Dillane, CAIA, Dan Kennelly, CAIA & Nicholas L.
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What corrections might we see in the market this year? How will these contradictions be addressed? And most importantly, are you and your clients prepared? Thank you Tim Pierotti for another thought provoking piece. For others who see this, what are your thoughts? Wade Dokken Charlie Yoachum LPL Financial #finance #economics #financialservices #financialadvisor #volatility #inflation #safety
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In late February, Marc Lipschultz, Co-Founder and Co-CEO of Blue Owl Capital, outlined an optimistic outlook for the firm's non-traded business development company OCIC. This happened during his talk at the Bank of America 2024 Financial Services Conference. The private credit fund has already demonstrated strong performance, with net flows witnessing a notable 30% quarter-on-quarter increase. Blue Owl Capital’s approach to private wealth underscores the firm’s dedication to serving both institutional and individual investors. Platforms like OCIC enable different investors to access the same high-quality investments, showcasing Blue Owl’s commitment to democratizing investment opportunities across its portfolio. The growth of OCIC, along with OTIC - another private credit fund - is integral to Blue Owl’s strategy, positioning the firm to leverage its diversified investment approach to cater to evolving investor demands. As these platforms continue to attract significant interest, they not only contribute to Blue Owl’s wealth management expansion but also reinforce the firm’s standing as a leader in providing innovative and accessible investment solutions to a broad range of investors. https://lnkd.in/dA69pZWj #privatewealth #wealthmanagement #wealthmanager #assetmanagement #assetmanager #privatecredit #privatemarkets #privatemarket #alternativeinvestments #alternativeinvestment #investmentfunds #ocic #returns #conference #financialservices
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For over 75 years, the asset management industry has blithely ignored the impact of taxes for real people. You. And Me. And hard-working families, entrepreneurs and business owners across the country. We commend and celebrate the The Global Absolute Return Congress (‘Global ARC’) community (and the CAIA Association community at large) for shining a much-needed light on the impact of taxes on portfolio performance. We also challenge the entire investment management industry to look in the mirror and ask yourselves an honest and long-overdue question: Are you managing client assets with any regard whatsoever for the taxes they pay on the decisions YOU make? We’d like to be proven wrong, but the evidence is overwhelmingly “no”. And that’s gotta change. #economy #investments #smallbusinessowners #markets #tax
We're thrilled to announce that this year's Global ARC Boston will again host an elite group of wealth managers. A warm welcome back to Ballentine Partners, LLC, CIBC Private Wealth US, Guardian Partners Inc., Jefferies Private Wealth, NewEdge Wealth,PNC and Rockland Trust... welcome also to our new additions OneDigital, Raymond James and Wilmington Trust. Looking forward to another great event! #GlobalARC #GARCBoston
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🎉 Wealthtender welcomes Matthew Fox, CMT, MBA to our growing community of financial advisors. 👩💻 Matthew founded Ithaca Wealth Management because he wanted to have a sizable impact on the lives of others by helping them harness the power of compound interest to generate significant wealth over time. ✅ Visit Matthew's profile page on Wealthtender to learn more: https://lnkd.in/gg8765pz #financialadvisors #financialplanning
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TEAM plc has Significant Upside says Hannam & Partners Ben Williams TEAM plc (LON:TEAM) is the topic of conversation when Hannam & Partners Ben Williams joins DirectorsTalk Interviews. Having initiated research on TEAM, Ben explains what it is that he likes about the company, what he meant by a “Jersey mini-Tatton fuelled by ex-pat growth”, what he will be expecting from the company over the next 12 months, how he calculated a 70p share fair value and how people can access his research. TEAM plc is building a new wealth, asset management and complementary financial services group. With a focus on the UK, Crown Dependencies and International Finance Centres. #AssetManagement #WealthManagement #Investing #Growth #MultiAsset #IncomeFunds #Equities #Stocks #Jersey #Globaleye #NebaWealth #TEAMEast
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Thank you Dynasty Financial Partners for your support once again. Venture Visionary Partners Chairman/CEO Craig Findley has once again been recognized by Forbes Magazine as a 2024 Best-in-State Wealth Advisor. In 2024, Forbes ranked the top 164 advisors in the state of Ohio. Craig Findley of Venture Visionary Partners was ranked #1 in the state! See full list: https://lnkd.in/ez9KSWuE Neither VVP nor its employees paid a fee for placement on Forbes Best-In-State Wealth Advisors list. Data provided by SHOOK® Research, LLC — Data as of 6/30/23 and list release 4/3/2024. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC.
Dynasty is excited to congratulate 17 of our Network Partners for their recognition on the Forbes and SHOOK Research sixth annual Best-in-State Wealth Advisors ranking. We are proud to be your partners in helping you build a better business and better serve your clients! These rankings acknowledge 8,507 accomplished financial advisors who are at the forefront of the industry, employing best practices and committed to providing top-notch service to their clients. View the full Forbes list here: https://bit.ly/4cTNbAO Congratulations to our Dynasty Network Partners: Aaron Marks and Matthew Liebman, CFA®, CRPC®, CAIA® from Amplius Wealth Advisors Andy Arnold, MBA, AIF®, CEPA® from Centerline Wealth Advisors Erik Strid, CFP®, ChFC® from Concentus Wealth Advisors Matt Kilgroe from Cyndeo Wealth Partners Katherine Forrester Schneewind from High Note Wealth Michael Leverty , ChFC®, CLU®, CAP®, RICP® from Leverty Financial Group Elizabeth (Lisa) van Walleghem from MAXIMAI Investment Partners Brett Bills, CRPC® and R Scott Bills, CFP®, CPWA®, CRPC® from Nilsine Partners Jerry Davidse, CFP® from Presilium Private Wealth Miguel Sosa, CIMA® from Premia Global Advisors Jerry R. Sneed, CFA, CAIA from Procyon Partners Craig Robson from Regent Peak Wealth Advisors Chuck Cooper, CFP® from StrongBox Wealth Bryan Sweet, CLU®, ChFC®, MSFS from Sweet Financial Partners Craig Findley from Venture Visionary Partners Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
Forbes 2024 Best-In-State Wealth Advisors List - SHOOK Research Rankings
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Let me know if you have questions on investing.
Check out what got Lesley (Thomas) Farmer, CLFP started with her early-stage investing career. Helping people. It's such a common entry point for so many of our angels. #capitalculture
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From our humble beginnings in Dayton, Ohio, The Connor Group has grown to manage over $5 billion in assets across 18 markets. We are industry outsiders; our success comes from decades of hands-on experience and a deep understanding of the industry. We're not just following market trends but setting new standards for excellence. Our investors trust our proven track record of delivering exceptional returns. We offer investors a reliable and innovative partner in achieving their financial goals. #RealEstateInvestment #IndustryLeaders #InnovativeGrowth #FinancialSuccess #InvestorTrust #TheConnorGroup #MarketExcellence #RealEstateExperts #InvestmentOpportunities
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