StreetCred PR

🤝 Building relationships with the media starts with empathy and understanding—just like any other connection. In this episode of PRess Play: The StreetCred PR Podcast, Justin L. Mack, reporter at Axios and veteran of the wealth management beat, shares his insights on how to build relationships in our industry. He also pulls back the curtain on life as a journalist in financial services. Justin shares: • the story of his career as a journalist • how he balances kindness and journalistic integrity • his approach to collaborating with PR professionals • the journey to finding his unique creative voice • and more! Tune in with hosts Jimmy Moock and Elena Krasnow for a look behind the scenes of financial journalism. 🗞️👀 🎧 Listen here:  https://lnkd.in/gCfE9iSp #podcast #publicrelations #journalism #wealthmanagement #mediarelations #financialjournalism

🎧 In this episode of The Connected Advisor, host Kyle Van Pelt sits down with Jonathan Foster, president & CEO of Angeles Wealth Management. They discuss: 💡 what drives long-term success for an RIA 💡 how to attract UHNW clients 💡 the key factors that drive an RIAs valuation 💡 how to grow organically 💡 and more! Tune in to hear Jonathan's insights drawn from his 30+ years of experience in the wealth management industry. 💥 Angeles Investments #RIAs #wealthmanagement #organicgrowth #financialadvisors https://lnkd.in/gKR_b_fd

💥 Summit Growth Partners, the investment arm of Summit Financial, has made its 17th RIA investment this year in Midway Wealth Partners. Midway is led by Rich Babjak and Dennis Ryan and oversees roughly $550 million in client AUM, reports Citywire RIA. 📰 Read more about the news from Alec Rich: #news #investment #partnership #wealthmanagement https://lnkd.in/g8sYuMHP

🗞️ Summit Financial has announced that Midway Wealth Partners (Midway) has joined its network. Summit’s innovative partnership model Summit Growth Partners (SGP) has strategically invested in Midway, bringing its total strategic investments to 17 for the year. Midway will now benefit from Summit's extensive network and robust resources, including access to diverse investment solutions and alternative investment opportunities. The firm–which will continue to operate with its original leadership and core team–gains the support of Summit’s professional strategy team, comprising in-house attorneys, tax specialists, financial planning experts and investment strategists. This partnership is further bolstered by the availability of supplemental capital, provided through SGP and underscoring the model’s dedication to fostering long-term, collaborative success. “We're thrilled to expand Summit's presence in Illinois by bringing together two organizations united by a shared vision of dynamic wealth management. Rich, Dennis and the entire Midway team embody the entrepreneurial excellence we seek, delivering personalized financial solutions that go beyond asset management and forge long-lasting relationships.” - Stan Gregor, CEO of Summit Financial Holdings #news #partnership #wealthmanagement #financialadvisors https://lnkd.in/eK4GNHPD

💡 In this insightful Q&A, AdvisorHub spoke with Robb Baldwin, founder and CEO of TradePMR, about how the company has evolved since it started over twenty years ago. Robb shares how his previous experience as an RIA has helped him to design a custodian platform that addresses key pain points for advisors, like lack of support. He also shares a bit about what sets TradePMR's tech stack apart and the other ways the firm works to serve their advisors needs. ➡️ Keep reading: #advisors #custodian #RIA #wealthmanagement #financialservices https://lnkd.in/gjD5V-CK

🎉 Congratulations to Jacqueline Martinez, managing partner at Alaris Acquisitions, on being named one of WealthManagement.com's Ten to Watch in 2024! Diana Britton gives readers a look into Jacqueline's impressive career in the M&A advisory space, starting with her time at United Capital working alongside Alaris' CEO Allen Darby, and the positive impact she has had on Alaris since joining the firm in 2021. 💥 #TenToWatch #wealthmanagement #acquisitions #mergers #culture https://lnkd.in/gih3bR3u

New on the Blog -- Building a Wealthtech Firm From the Ground Up https://bit.ly/4g4RAlS

We had a great morning at the MarketCounsel Consulting Summit in Las Vegas! From the main stage, TradePMR Founder and CEO, Robb Baldwin, was joined by Robinhood Chief Brokerage Officer, Steve Quirk, for a discussion on the future of RIA custody, moderated by Citywire RIA's Ian Wenik. It was fantastic sharing insights with fellow industry leaders and exploring the evolving landscape of RIA custody. We're looking forward to what the future holds! 🚀 #MSUM24 #FinancialAdvisor #RIA #FinTech #WealthManagement

We're looking forward to catching up with Ed Friedman at The MarketCounsel Consulting Summit this week! If you are with us at #MSUM24, don't miss his panel discussion today at 1:45 p.m. PT. 💥

🗞️ Modern Wealth Management has announced the acquisition of the Lenexa, Kansas-based Fiser Group. Additionally, Modern Wealth revealed plans to finalize the acquisitions of Saginaw, Michigan-based Gardey Financial Advisors (Gardey) and Chapel Hill, North Carolina-based LFM Wealth Management (LFM) by year-end. These three acquisitions, structured as asset purchase agreements, represent over $500 million in expected additional AUM, bringing Modern Wealth's total acquisitions to eight this year and 13 since its launch in April 2023. Fiser Group, Gardey and LFM will benefit from Modern Wealth’s robust wealth management platform, affording them access to expanded client service offerings, including financial planning, tax planning and preparation, estate planning, investment management and more. The firms can also leverage Modern Wealth’s “Organic Growth Hub,” which provides comprehensive strategies for lead generation, distribution and client onboarding, as well as business support resources such as marketing, technology, compliance, human resources and operations. Following these acquisitions, Fiser Group, Gardey and LFM will adopt the Modern Wealth brand. “These three acquisitions all represent a unique aspect of Modern Wealth’s growth trajectory. With Fiser Group, we enhance our tax expertise in an industry where top tax talent is waning. Gardey strengthens our presence in Michigan, while LFM establishes our footprint in the fast-growing North Carolina market. Now as a part of the Modern Wealth team, these firms will benefit from our extensive client service and growth resources, collaborate and share ideas with like-minded advisors, and contribute to a fast-growing organization.” - Jason Gordo, co-founder and president #news #acquisition #wealthmanagement #growth #RIAs #financialadvisors https://lnkd.in/gqTx9nGz