AdvizorPro

🚨 2025 Conference Calendar for Financial Advisors & Wealth Professionals. 🚨 2025 is packed with must-attend conferences. Save these dates! Here’s the full lineup: 1️⃣ T3 Technology Conference 📍 Dallas, TX | 🗓️ March 3–6 2️⃣ Exchange: An ETF Experience 📍 Las Vegas, NV | 🗓️ March 23–26 3️⃣ Kingdom Advisors Presents: Redeeming Money 📍 Orlando, FL | 🗓️ February 19–21 4️⃣ NAPFA Large Firm Forum 📍 Amelia Island, FL | 🗓️ February 10–12 5️⃣ The Orion Ascent 📍 Orlando, FL | 🗓️ February 3–6 6️⃣ Shift: Human-First Financial Guidance 📍 San Antonio, TX | 🗓️ March 23–24 7️⃣ NAPA 401(k) Summit 📍 Las Vegas, NV | 🗓️ April 28–30 8️⃣ FPA Retreat 📍 Chicago, IL | 🗓️ April 28–30 9️⃣ Wealth Management EDGE 📍 Boca Raton, FL | 🗓️ June 10–12 🔟 Envestnet, Elevate 2024 📍 Las Vegas, NV | 🗓️ April 9–10 1️⃣1️⃣ Broadridge 360 Advisor Summit 📍 TBD 1️⃣2️⃣ BNY Mellon | Pershing INSITE 📍 National Harbor, MD | 🗓️ June 3–5 1️⃣3️⃣ LPL Focus 2025 📍 San Diego, CA | 🗓️ August 10–13 1️⃣4️⃣ SPARK Fall Forum 📍 Palm Beach, FL | 🗓️ November 2–4 1️⃣5️⃣ Global Financial Planning Institute’s CONNECT 📍 Austin, TX | 🗓️ March 30 1️⃣6️⃣ ABA Insurance Risk Management Forum 📍 San Diego, CA | 🗓️ January 26–29 1️⃣7️⃣ Elite Wealth Advisor Symposium 📍 Scottsdale, AZ | 🗓️ February 2–5 1️⃣8️⃣ FSI OneVoice 📍 Grapevine, TX | 🗓️ January 27–29 1️⃣9️⃣ Investment Advisor Compliance Conference 📍 Washington, D.C. | 🗓️ March 5–7 2️⃣0️⃣ Investments & Wealth Experience 📍 Austin, TX | 🗓️ March 30–April 2 2️⃣1️⃣ FPA of Puget Sound Annual Symposium 📍 Seattle, WA | 🗓️ May 8 2️⃣2️⃣ FinovateSpring 📍 San Diego, CA | 🗓️ May 7–9 2️⃣3️⃣ NAPA D.C. Fly-In Forum 📍 Washington, D.C. | 🗓️ July 22 2️⃣4️⃣ NAGDCA National Conference 📍 San Diego, CA | 🗓️ September 28–October 1 🔖 Pro Tip: Add these to your calendar now, and start planning for the sessions, networking, and connections that will transform your 2025. Which event are you most excited to attend? #Finance #WealthManagement #ConferenceCalendar

From $2.5B to $6.4B AUM 📈 When Simplify partnered with AdvizorPro, they were already a standout success — managing $2.5 billion in AUM. Fast forward to today, they’ve more than doubled their assets, reaching $6.4 billion AUM. So, what drove this incredible growth? This transformation was powered by a clear vision, the right tools, and strategic partnerships that unlocked new opportunities. Seeing this journey unfold has been nothing short of inspiring—and it’s a testament to the impact innovation and execution can have when paired effectively. Big shoutout to Eric McArdle for sharing Simplify's growth story with us. #ria #simplify #advizorpro

Top Teams at LPL 1. ICA Advisor Group 2. Cornerstone Wealth Management, USA 3. Central Investment Services 4. Bay Financial Associates LLC 5. Academy Financial, Inc. 6. Suncoast Investment Services Want to know more about these teams? Reach out! #ria #lpl #advizorpro

Really good data available for fintech/asset managers

Top 10 ETFs of Q3 – Popular Picks for RIAs Which ETFs are advisors flocking to? Here's the Top 10 ETFs ranked by quarter-over-quarter growth in RIA clients (minimum 50 clients): 1️⃣ XSMO: Invesco S&P SmallCap Momentum ETF – 58.23%  2️⃣ DJUL: FT Vest U.S. Equity Deep Buffer ETF – July – 31.67% 3️⃣ FLIN: Franklin FTSE India ETF – 28.57% 4️⃣ SFLR: Innovator Equity Managed Floor ETF – 28.57% 5️⃣ CGMU: Capital Group Municipal Income ETF – 27.17% 6️⃣ CLOI: VanEck CLO ETF – 24.64% 7️⃣ QLTA: iShares Aaa - A Rated Corporate Bond ETF – 24.1% 8️⃣ FLQM: Franklin U.S. Mid Cap Multifactor Index ETF – 23.38% 9️⃣ IWX: iShares Russell Top 200 Value ETF – 22.52% 🔟 KCE: SPDR S&P Capital Markets ETF – 22.41% ➡️ Small-caps, structured products, and municipal income strategies led the way. Which ETF surprised you the most? #etf #ria #advizorpro

We’re excited to welcome Brandon S. as our new Chief Technology Officer (CTO). AdvizorPro Co-founder and current CTO Hesom Parhizkar will be stepping into a new role as Chief Product Officer (CPO). This transition will allow Hesom to focus fully on building out our product vision and driving next-level innovation, while Brandon takes the helm on technology leadership. Brandon is experienced in leading high-performing teams and delivering transformative solutions in our industry. He’s worked with some of our industry's the biggest players—building teams, spearheading partnerships, and driving integrations that make a real impact. A quick snapshot of his career highlights: 1️⃣ Global Head of Engineering at eVestment (a Nasdaq company), where he led a team of 100+ contributors. 2️⃣ Built strategic partnerships and integrations with top asset managers and investment consultants. 3️⃣ Played a key role in industry acquisitions and product integrations including Nasdaq Solovis, and RedQuarry. He’s already hit the ground running, and we can’t wait to see the impact he’ll make as we continue to grow and deliver even more value to our clients. We’re incredibly excited for this next chapter—and we’d love for you to join us in welcoming Brandon S.! #advizorpro #newhire

We’re excited to welcome Brandon S. as our new Chief Technology Officer (CTO). AdvizorPro Co-founder and current CTO Hesom Parhizkar will be stepping into a new role as Chief Product Officer (CPO). This transition will allow Hesom to focus fully on building out our product vision and driving next-level innovation, while Brandon takes the helm on technology leadership. Brandon is experienced in leading high-performing teams and delivering transformative solutions in our industry. He’s worked with some of our industry's the biggest players—building teams, spearheading partnerships, and driving integrations that make a real impact. A quick snapshot of his career highlights: 1️⃣ Global Head of Engineering at eVestment (a Nasdaq company), where he led a team of 100+ contributors. 2️⃣ Built strategic partnerships and integrations with top asset managers and investment consultants. 3️⃣ Played a key role in industry acquisitions and product integrations including Nasdaq Solovis, and RedQuarry. He’s already hit the ground running, and we can’t wait to see the impact he’ll make as we continue to grow and deliver even more value to our clients. We’re incredibly excited for this next chapter—and we’d love for you to join us in welcoming Brandon S.! #advizorpro #newhire

Why is it hard to find information about Family Offices? 1️⃣ Tax Authorities: High-profile individuals attract tax scrutiny, while wealthy, low-profile families often resolve issues quietly. 2️⃣ Privacy: Wealthy families avoid media scrutiny and poor coverage that can damage reputations. 3️⃣ Overwhelming Pitches: Family offices get pitched to all the time. They stay lowkey to carefully curate deal flow, filtering out thousands of irrelevant approaches. 4️⃣ Crime Risks: Wealth attracts both physical and cyber threats, pushing families to stay under the radar. 5️⃣ Political Targeting: Media attention can make wealthy families targets for opportunistic politicians and unwanted scrutiny. How AdvizorPro Solves This Problem AdvizorPro’s robust process of collecting family office data provides verified contact details, including emails, phone numbers, and investment interests. With advanced filtering and CRM integrations, we make it easy to target decision-makers and build meaningful connections. Stop searching—start connecting. Let’s talk! #familyoffice #advizorpro

We celebrated our annual Christmas party last week, and it was an unforgettable evening filled with drinks, games, and laughter. Easily one of the most enjoyable nights of the year! Couldn’t ask for a better team to celebrate with. 🎄 🎅

It was destiny for John Swystun to meet Joseph Caprara 🏂