At the 10th Annual Wealth Management Industry Awards, Dan Zitting, CEO of Nitrogen discusses his firm's goal to solve the trust gap in financial advice and invest in opportunities over the next ten years to build confidence in Nitrogen's solutions. Source link

At the 10th Annual Wealth Management Industry Awards, Alexander Matos, Associate Director at Laserfiche talks about his firm's focus on customer engagement and integrating solutions to reduce barriers and break down silos across clients' organizations. theirs. Source link

At the 10th Annual Wealth Management Industry Awards, Cor Hoekstra, Head of Enterprise Sales at TIFIN discusses his firm's AI platform and their mission to transform the wealth management landscape and make financial freedom more accessible to their customers. Source link

LPL Financial has added to its suite of business solutions with new services focused on helping the firm's nearly 23,500 advisors with technology, talent and investments. The independent broker/dealer recently introduced a new technology consulting service, which will eventually include several services. Currently, it is focused on diagnosing advisors' technology stacks and helping them get…

Asset management giants BlackRock and Partners Group have teamed up to launch a model multi-private markets portfolio. The product, which will debut next year, will include private equity, private credit and real assets in a single portfolio and will be managed by both firms. The partnership combines BlackRock's alternative team and portfolio capabilities powered by…

In this episode of the Future Focused Podcast, Brian Hamburger, founder, president and CEO of MarketCounsel Consulting, and founder and principal counsel of Hamburger Law Firm, sits down with host Suzanne Siracuse to share his journey through the management industry of wealth. , exploring the challenges facing advisors today. Together, they delve into the critical…

Wednesday, October 23, 2024 | 2:00 PM Eastern Daylight Time Source link

Hightower has taken a stake in Charles D. Hyman & Company, a registered investment adviser based in Ponte Vedra Beach, Fla., with $2.3 billion in client assets. This is Hightower's second transaction this year. RIA was founded in the 1990s by Charles D. Hyman, the firm's president. It comprises a team of five and focuses…

Get an exclusive look at what drives other firms' success and how you can level up your practice. In the Betterment Advisor Solutions 2024 Advisor Survey, they asked 500 independent advisors to share how they're navigating the industry, embracing technology and winning big in an ever-changing landscape. The survey is packed with industry insights, current…

Wells Fargo will pay more than $3 million to settle allegations by the Financial Industry Regulatory Authority that it lost cases of registered representatives recommending short-term sales of securities designed to be held long-term. According to RESIDENCEWells Fargo representatives recommended preferred common stocks, closed-end funds and intermediate-term notes, all income-generating securities that “were generally purchased…