Acclaim Wealth’s Post

Stop the press! We've won “Best Wealth Management Platform” at the UK Platform Awards for the fourth year in a row. 🏆🏆🏆🏆 The judges were looking for "a proposition that offers a straightforward solution and that meets the requirements of target customers. Suitability and value for money were key to winning this award." If you want to know more about how our platform could support your #financialplanning business get in touch with Lisa Jones or Dan Fairweather DipPFS IMC or visit our website via the link in the comments 👇 #advisersupport #awards #sukpa #platform #schroders

As the MPS market continues to evolve, it is essential for IFAs to stay informed and proactive. Craig Wright talks to IFA Magazine and it's clear that understanding the dynamics of low-cost options, the importance of thorough due diligence, and the need for transparent fee structures will empower advisers to make well-informed decisions. By leveraging advanced technology and tailored solutions, firms can not only navigate the complexities of the market but also enhance their value proposition to clients, ultimately leading to stronger, more resilient advisory practices. Evelyn Partners for Advisers #masteringthempslandscape #ifamagazine #mps #market

We continue to see strong investor interest in separately managed accounts (SMAs) in 2024 for a variety of reasons including a desire for: bespoke strategies, different risk parameters, higher leverage, customized fee structures and/or portfolio transparency. Managers sometimes prefer SMAs because they are quicker and less expensive to set up, although there are issues with taking them on from the manager's perspective such as possible earlier SEC registration, the fees are all taxed as ordinary income and the investor can see the entire portfolio. In our recent SMA Snapshot Report (link here: https://lnkd.in/e7pjSPVG ), one of the more interesting takeaways was the fact that incentive fee rates dramatically increased as compared to our prior year's report, while management fees went down significantly over the same period. #hedgefunds #alternativeinvestments #investmentadviser #investmentadvisor #portfoliomanager #SMA #separatelymanagedaccount

Dave Alison, CFP®, EA, BPC President and Founding Partner of C2P sat down with Darrin McComas, owner and lead advisor of Evergreen Wealth Advisors in Spokane, Valley WA, so our network can get to know him better. Check out what Darrin said about being part of the C2P family.... 🧡 #financialadvisor #wealthmangement #RIA #financialplanning

Transform Your Advisory Firm with NEBA’s Expertise! 📈💸💼 NEBA Wealth Management invites advisory firms to join our network. Benefit from our strategic support, global licensing, and diverse financial solutions designed to boost your firm’s success. Partner with NEBA and transform your advisory practice today. #NEBAWealthManagement #AdvisoryFirms #FinancialSolutions #WealthManagement #AdvisoryPractice #GlobalLicensing #FinancialAdvisors #WealthAdvisors #FinancialSuccess #BusinessTransformation

It's that time of year again! 📊  Remember to update your policies to reflect any changes in regulations or company direction. Review your materials and balance sheets to ensure financial health and compliance. And don't forget to book your Annual General Meeting (reach out to AGM Connect) if you haven't already, a key opportunity to engage with shareholders and chart the course ahead. Clarity and preparedness with Grove! Your company, our business. #BusinessUpdates #AGM #FinancialHealth #AGMConnect #YCOB

Client assets in #managedaccounts continue to climb as #investors and wealth managers increasingly prefer fiduciary relationships. To learn more, check our latest Cerulli Edge—U.S. Managed Accounts Edition: https://lnkd.in/e9Ckqh9w Scott Smith

RIAs should focus on more than just increasing AUM for growth. Our CEO, Chad Druvenga, highlights in WealthManagement.com the importance of offering comprehensive services like insurance, tax support, and estate planning. Aligning with a fiduciary mindset and enhancing service offerings can drive revenue, attract clients, and ensure sustainable growth all leading to higher valuations during M&A activities.

Transform Your Advisory Firm with NEBA’s Expertise! 📈💸💼🌏 NEBA Wealth Management invites advisory firms to join our network. Benefit from our strategic support, global licensing, and diverse financial solutions designed to boost your firm’s success. Partner with NEBA and transform your advisory practice today. #NEBAWealthManagement #AdvisoryFirm #FinancialSolutions #WealthManagement #GlobalLicensing #AdvisoryPractice #FinancialAdvisors #WealthAdvisors #FinancialSuccess #StrategicSupport

What a ringing endorsement for Waverton Investment Management. All around the country #financialadviser's have taken part in The Defaqto Satisfactory Study. The impartial results show Waverton as one of the top performing managers in the adviser space. Over the last 10 years+ we've built products and our service around financial advisers and as such have a developed a considered understanding of the IFA landscape. The report below is a testament to this. For the full report, see Peter's post below. Some key take aways: ✅19% of #advisers surveys placed Waverton in their top three preferences for #MPSonPlatform (2nd placed DFM) ☑️12% of #advisers placed Waverton in their top three for #MPSDirect (2nd placed DFM) 🥉 In third place overall for DFMs recommended in the past 12 months. ❗ One of the best performing providers for brand, client on-boarding, existing business administration, service, accessibility, quality of staff and ease of doing business