StreetCred PR

Bitcoin may have seen a recent pullback, but it’s still hovering near record highs, reminding investors of its inherent volatility. In this recent Barron's article, Damon Polistina, director of research at Eaglebrook, provided insights into how investors can approach this asset class thoughtfully. He emphasized the importance of a measured allocation—just 1-5% of a long-term diversified portfolio—while highlighting the long-term risk-reward potential of digital assets. Check out the full article from Paul La Monica: #Bitcoin #Crypto #Investing #DigitalAssets #AlternativeInvestments

🍂 In observance of Thanksgiving, our offices will be closed on Thursday, November 28th and Friday, November 29th. Our team wishes everyone a wonderful holiday weekend with friends and loved ones, and extends our sincere gratitude to our clients, team members and colleagues! 🧡

🎯 “If it’s not an obvious yes, it’s a no.” In this episode of PRess Play: The StreetCred PR Podcast, Michael Batnick, CFA of Ritholtz Wealth Management shares the meaning behind this mantra and much more. Michael reflects on how he got into the wealth management business (via a fortuitous encounter with Joshua Brown at a train station) and offers great insights into his personal approach to creating content across various platforms. He also discusses his unconventional approach to hiring, the debut of The Unlock podcast and why it’s important to him to continue personally overseeing client portfolios. Join hosts Elena Krasnow and Jimmy Moock for a great conversation full of wisdom and laughs! 🎧Listen here: https://lnkd.in/gWKNiSMU #podcast #wealthmanagement #hiring #contentcreation #publicrelations #finance

💡 StreetCred PR was founded in September 2020 during the pandemic, and we have maintained a fully remote work environment ever since. In her latest article for the Bulldog Reporter, our Partner Emma Smith details the unique ‘perks and quirks’ that come with this approach to running a financial PR agency. She also offers tangible advice on how to leverage these working conditions for success. ✨ She highlights: • the value of tapping into a broader talent pool to gain diverse perspectives • how coast-to-coast team coverage ensures we’re always ready to respond to client needs • how strategic cost savings allow us to reinvest in our team’s growth and success • the crucial role of clear, consistent internal communication • how we foster a strong, authentic culture in a fully virtual environment • and more! 📰 Keep reading her insights via Agility PR Solutions: #publicrelations #WFH #remotework #financialservices #marketing Richard Carufel https://lnkd.in/g9GFN9sN 

🎧 In this insightful episode of WealthTech on Deck, host Jack Sharry sits down with Jason Early, founder of RISR. They discuss: • how RISR deepens the relationships between business owners and financial advisors • how the company provides a comprehensive solution for business owners using technology and human advice to enhance the advisor-client relationship • the inspiration that drove Jason to build RISR • and more! Tap in for a fantastic conversation. 🔥⬇️ #podcast #businessowners #financialadvisors #financialservices #wealthtech https://lnkd.in/gRxM4F6D

🗞️🎉 RFG Advisory announces a new wave of advisor partnerships, celebrating a year of significant growth. Since January, RFG has added over $600 million in new assets from recently onboarded advisors, with total AUA rising from $4.5 billion to $5.7 billion. In 2024, RFG nearly doubled its advisor growth from the previous year, adding 21 new advisors compared to 12 in 2023. These professionals bring unique perspectives to their businesses, with many citing RFG's technology support, succession planning, marketing resources and strong culture as key reasons for joining. The advisors who joined RFG in recent months include: • Vester and Sharon Martin, co-founders of Cheaha Wealth Management • Hunter Yarbrough, CPA, CFP®, founder of Lealand Wealth Partners • Ian MacClure, founder of Copper Pass Advisory • Letitia Berbaum, founder of Blue Sands Wealth • Kevin M. of RVA Wealth Management • Bill McCollum, wealth advisor, and John Wingo, founder at Wingo Wealth "We are thrilled to welcome these dynamic Advisors who share our passion for delivering an exceptional client experience. Our platform empowers Advisors to grow their businesses without compromise, leveraging modern technology alongside comprehensive growth, marketing and compliance support. By removing barriers through entrepreneurial and operational guidance, we create a frictionless path for success. This year’s growth highlights the appeal of our model, and we remain focused on providing Advisors with the resources they need to impact more lives.” - Shannon Spotswood, chief executive officer #news #growth #financialadvisors #wealthamangement #RIAofthefuture #supportedindependence https://lnkd.in/gdg5UPJy

🗞️ SolomonEdwards has acquired anti-money laundering (AML) advisory and financial crime consulting firm The Dominion Advisory Group (DAG). DAG's services align well with SolomonEdwards' core offerings in banking, financial services and regulatory compliance. This acquisition will further enhance SolomonEdwards' capabilities, allowing the firm to provide a more comprehensive suite of services to its financial services clients. DAG founders Jon Glass and Peter Balint will join SolomonEdwards as partners, leading the new AML and financial crime consulting practice within the firm’s banking and financial services business. All DAG employees will be retained by SolomonEdwards, ensuring uninterrupted client service. “The addition of Dominion Advisory Group marks another strategic step in the growth of SolomonEdwards as an established national professional services firm, expanding our market reach and opening new revenue streams. The capabilities and team that Jon and Peter have built over the past twenty years, as well as their extensive experience gained investigating hundreds of thousands of cases, will significantly enhance the value we provide to our clients.” - John Gulnac, chief executive officer #news #acquisition #financialcrime #financialservices https://lnkd.in/enx6bJGE

💡Don't miss out on the opportunity to ask Orion CEO Natalie Wolfsen about how to serve clients in the digital age and hear her unique insights! Register below. ⬇️👀

At Eaglebrook, we believe that we’re just in the early innings of crypto adoption, and those who have not yet entered the space shouldn’t fear being late to the game. Our Head of Partnerships, Kristen Mirabella, joined NewsNation over the weekend to discuss the recent rise in bitcoin, why we believe crypto belongs in a long-term, diversified portfolio and how the asset class has become more accessible than ever. Tune in to Kristen’s conversation with Hena Doba for a timely look into the crypto market for investors who are interested in learning more. https://lnkd.in/dU3ejHxw

🗞️ Nepsis, Inc. has officially launched the Nepsis® Foundation. The foundation aims to enable the firm, its clients and the Pearson family to leave a lasting legacy and advance its ethos of Giving With Clarity. Through its unique approach, the Nepsis Foundation strives to make impactful contributions while helping donors experience the profound significance of purposeful giving. The foundation was officially launched at the firm's annual Backyard Bash earlier this year, hosted by Nepsis and the Pearson family. The event, previously centered on client prospecting and networking, has now transformed into a meaningful fundraising initiative. The event drew nearly 800 clients, partners and friends of Nepsis, raising almost $40,000 in proceeds from ticket sales and donations. The Pearson family has matched the amount generated by ticket sales dollar for dollar, bringing the total funds raised to $75,000 for this year's partner, the Mayo Clinic Comprehensive Cancer Center. The foundation will initially focus on securing donations for innovative cancer research and will support additional worthy causes in the future. Motivated by the profound impact that cancer has on countless lives, the creation of this foundation marks the first step in integrating Giving With Clarity into the firm's mission. "We began the Nepsis Foundation to make a significant change in the world by investing in organizations that directly improve lives. As we celebrate the success of our fifth annual event, I hope our attendees feel a deep sense of community and solidarity in our collective fight against cancer." - Mark Pearson, CEO and founder #news #charitablegiving #communitysupport #givingwithclarity #wealthmanagement https://lnkd.in/gavQBam4