Curious about scaling your practice in 2024? Please join the experts from AssetMark as they discuss this year's top trends and winning growth tactics with advisors. Tune in to unlock what growth-focused advisors are doing to optimize their business and stay ahead of the curve. Along with strategies to deliver more to your customers, prepare…

A tight-knit network of family businesses, the NFL makes about $200 billion a year. On top of the traditional family business within their individual branches, the NFL navigates the same financial planning links among extended family members as well. Join David Lenok and his guest Alvina Lo, chief wealth strategist at Wilmington Trust, as they…

A Florida-based sibling advisory team is joining LPL Financial's breakaway model from Merrill Lynch, creating the new firm Grafton Wealth Advisors with $580 million in assets. Financial advisors include Sarah, William and Dexter Grafton. The trio are taking over the reins from their father, William “Bill” Grafton III, who started the business in 1972. Client…

Despite a more than 25% rise in equity markets since late October – driven largely by a small group of large-cap US tech stocks – family offices continue to seek exposure to longer-term secular growth trends within a well-diversified portfolio. Increases of this magnitude can understandably lead to investor concerns that a market correction may…

Family businesses are the backbone of economies around the world, contributing over half of GDP and employing more than half of the global workforce, all while fostering a sense of community and tradition. But what happens to this legacy when there are no heirs to take over and carry the business forward? This scenario is…

Roger Hobby has been named the new executive vice president and head of advisory and distribution for Empower Personal Wealth. He will take up the role on April 1. Empower Personal Wealth is the wealth management business of Empower based in Greenwood Village, Colo. The firm manages approximately $1.5 trillion in assets for over 18.5…

Sponsored by When Advyzon first hit the market more than a decade ago, Bob Veres was wary of the all-in-one platform. Initially skeptical of the efficacy of combining different financial management tools, Veres now admits he was wrong as Advyzon again emerges with top user ratings across the board in the T3/Inside Information Survey. This…

Ninety-two percent of advisors report that their clients have expressed interest in HYSA. Source link

How many moments in the last few years have made you stop and question your privilege? Like many others, I will admit that those moments have continued to grow as I gain more perspective and advance in my career. As a mother of five and president of a large and growing wealth management practice, I…

Sponsored by An early architect of Joe Duran's United Capital and a former Goldman Sachs PFM executive, Mike Capelle and his partners secured $200 million to build a national RIA with a vision to bring all client planning needs — tax , insurance, estate planning – under one. roof. In this episode of the RIA…