Financial Advisor Axis’ Post

FINTRX is thrilled to share our latest report, '40 Leading Advisory Teams Throughout the US by Region' which highlights top wealth advisory teams throughout the Northeast, Southeast, Midwest and Western regions of the United States. Dive into the strategies and factors that set these teams apart and learn how they continue to excel in the competitive landscape of private wealth management. #WealthManagement #FinancialAdvisors #PrivateWealth #AdvisoryTeams #InvestmentStrategy #Finance #FINTRX https://lnkd.in/g_wrjQN6

FINTRX highlights ten leading wealth advisory teams throughout the Northeast, Southeast, Midwest & Western parts of the US, examining the strategies and factors that set them apart. #RIAs #PrivateWealth

We believe it is both a privilege and a responsibility to contribute to the broader conversations that collectively foster trust with clients and advance the wealth planning industry. The most recent edition of The Investments & Wealth Institute's Investments & Wealth Monitor features our insights on this important topic! www.stratviewwealth.com hashtag #stratviewwealth hashtag #investments hashtag #wealthmanagement hashtag #InvestmentsandWealthInstitute

🔑 Trust is the hallmark of an enduring advisory partnership. In the latest issue of Investments & Wealth Monitor (July/August 2024), John Moore, CFA, CAIA and William Moore, both of STRATVIEW WEALTH MANAGEMENT, explore how advisory teams can bolster client relationships and trust. By setting a clear investment philosophy from the outset, advisory teams can better align their strategies with each client’s unique goals — providing personalized guidance that evolves with market conditions and life changes. The authors emphasize the importance of consistent communication and transparency, especially regarding performance, costs, and tax strategies. They share practical tools like a “preflight checklist” to help achieve excellence in client relationships. Ultimately, they outline an approach that can help foster and maintain trust via ongoing and exceptional client engagement. Read more below! #WealthManagement #InvestmentConsulting #BEFI #InvestmentsandWealthInstitute

We believe it is both a privilege and a responsibility to contribute to the broader conversations that collectively foster trust with clients and advance the wealth planning industry. The most recent edition of The Investments & Wealth Institute's Investments & Wealth Monitor features our insights on this important topic! www.stratviewwealth.com #stratviewwealth #investments #wealthmanagement #InvestmentsandWealthInstitute

For nearly two decades, The Valuator Group has set the benchmark for excellence in valuation services. With a legacy built on trust, precision, and client satisfaction, we continue to lead the industry with innovative solutions and unparalleled expertise. Trust the leaders in valuation to safeguard your assets and guide your financial decisions with confidence. #Assets #Valuations #Business #Advisory #AssetManagement

We’re thrilled to share that SignatureFD has been recognized as one of Barron's Top RIA Firms for 2024, ranked by assets managed, technology investment, and more. At SignatureFD, we understand that numbers are just one part of a larger story – our growth is underpinned by the dedication and passion that our advisors have for helping build financially healthy families. We believe that true success and scalable growth comes from connecting with clients on a personal level and delivering financial planning tailored to their unique goals and values. This purpose-driven approach has enabled us to grow into one of the country’s leading wealth management firms. To learn more about the Barron’s list, visit: https://lnkd.in/eCP8fPjB #WealthManagement #FinancialPlanning #Growth #NetWorthwhile The Barron’s Top 100 RIA Firms ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. Barron’s ranks the largest registered investment advisor firms separately from its broader RIA ranking. Information is self-reported and compiled from ADV forms. Inclusion in this ranking was not associated with any compensation and is solely based on the metrics described for the 2023 calendar year. 2024 rankings were announced on September 20, 2024.

In a time of rapid consolidation and accelerating dominance by the giants of wealth management’s independent brokerage channel, the so-called small or midsize firms seem quaint. For FP’s annual IBD Elite study of the independent brokerage channel of the wealth management industry, here’s a deep exploration of the myth of big versus small, with insights from Stephen Langlois of Kestra Financial, Rita Robbins of Affiliated Advisors, Tom Prescott of Advisory Services Network, Jodie Papike Sladavic of Cross-Search and William Hamm, CFA, CFP, CLU of Independent Financial Partners. #wealthmanagement #financialadvisors #growthstrategy

M&A and succession planning continue to be hot topics in our industry. LPL’s liquidity & succession program joins the two together by providing liquidity for principal advidors while setting the next generation of the firm up for success. It’s been a big hit with LPL advisors and if the early signs are any inducation, it will be with non-LPL advisors as well. To say I’m looking forward to it would be an understatement.

Imagine a world where your client's financial journey is nurtured—not just managed. That’s the vision of Investment Advisors Financial Group, LLC. And they are taking this goal to the next level by joining the LPL network. Their transition is fueled by a desire for greater autonomy and a commitment to elevating client experiences through advanced technology and comprehensive services. This partnership signifies a new chapter of enhanced service and innovation, promising to empower clients and advisors alike. Discover how LPL is redefining what it means to manage wealth effectively → https://bit.ly/3zVWlhr