LVW Advisors’ Post

We are honored to be recognized by Forbes as one of America's Top RIA Firms! #TeamFiducient #TopRIAs #Industryrecognition Fiducient Advisors was recognized by Forbes as one of America’s Top RIA Firms 2024. Ranking was announced on October 8, 2024. Ranking was developed by SHOOK Research which is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. As of October 2024, 46,212 nominations were received, based on SHOOK’s thresholds, and a total of 25,103 nominees were invited to complete the online survey. Additional information regarding the methodology for the ranking can be found here: Methodology: America’s Top RIA Firms 2024. Fiducient Advisors did not pay to participate in any of the above rankings. No direct or indirect compensation has been provided for the above ranking by Fiducient Advisors for participation. Ratings are not indicative of Fiducient Advisors’ future performance.

I’m incredibly proud to announce that five North Star advisors were included on AdvisorHub's 100 Fast-Growing Advisors to Watch list! This recognition is a major achievement, spotlighting not only rapid growth but also long-term excellence. These are some of North Star’s top advisors year after year, and it’s wonderful to see their practices continue to thrive and their commitment to their clients remain at the forefront of what they do. Congratulations to the following individuals: • Todd Bramson, CFP®, CLU, ChFC • Joe Burgess, CFP®, CAP®, AIF® • Marshall Gifford, CLU, ChFC • Tom Haunty, CFP®, RHU, REBC, ChFC, AIF® • Brian Hensen, CFP®, ChFC Congratulations, Todd, Joe, Marshall, Tom, and Brian—your hard work, grit, and how you lead your teams truly set you apart! #advisorhub #advisorstowatch AdvisorHub Joseph S. Burgess, CFP®, CAP®, AIF® Marshall W. Gifford Thomas A. Haunty, CFP® Brian Hensen, CFP®, ChFC® __ 2024 Advisors to Watch issued by AdvisorHub. Requirements at least $150m in AUM, 7 years experience, 2 years at current firm and in good standing, clean regulatory record (2 or few complaints and no significant judgments). Methodology, advisors are ranked on a 100-pt scale in three categories. SCALE: relative size of assets, production and quality of service; GROWTH: relative year-over-year change in assets, clients and production; PROFESSIONALISM: regulatory record, community involvement, mentorship and team makeup. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Cerulli’s research reveals that 32% of IBD advisors have contemplated opening an RIA in the past year. "Advisors are divided on their preferred affiliation model and seek education on the logistics involved in various options." Considering a move to a BD or RIA? Partner with someone who has guided numerous advisors through the transition at no cost to you. I provide tailored guidance, ensuring informed decisions and favorable negotiations. Navigating this career-defining choice requires expertise. Don't go at it alone! #bridgemarstrategies #wealthmanagement #financialadvisor #RIA Read more: https://lnkd.in/esnigR8x

Join me in congratulating Aspire Wealth Group President, Jason Dugan, for being named to the Forbes' list of Best-in-state Wealth Advisors for 2024! This marks Jason's fourth consecutive year of being named to this distinguished list. The list, which recognizes advisors from national, regional, and independent firms, was released online April 3, 2024. This achievement would not have been possible without the continued trust and support of all our clients. #AspireWealthGrp #Forbes #WealthAdvisor #BestInStateWealthAdvisor The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://lnkd.in/ee7tRk79 for more info.

Join me in congratulating Aspire Wealth Group President, Jason Dugan, for being named to the Forbes' list of Best-in-state Wealth Advisors for 2024! This marks Jason's fourth consecutive year of being named to this distinguished list. The list, which recognizes advisors from national, regional, and independent firms, was released online April 3, 2024. This achievement would not have been possible without the continued trust and support of all our clients. #AspireWealthGrp #Forbes #WealthAdvisor #BestInStateWealthAdvisor The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://lnkd.in/eAyWUPUh for more info.

Get the complete evaluations you need without the hassle. Visit our website to know more - www.quantumqs.com.au #QuantumQS #propertyservices #australia #taxdepreciation #propertyvaluations #stratamanagement #quantitysurveying #facilitiesmanagement #consultingservices #insurancevaluations #sydney #consultingservices #insurancevaluations

The Greater South Market would like to congratulate Ken E. Hayes, CFP®, AIF®, CRPC® 2024 AdvisorHub Advisors to Watch. 2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/22 - 12/31/23 (Source: AdvisorHub). The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only on subcategory. The 250 Advisors under $1Bil ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.2% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.

🚨 57% of advisers said that up to 1 in 4 of their clients were completely unaware of CIC! 🔍 More sobering findings from the adviser survey portion of our Critical Thinking Report, that asked the views and experiences of over 300 advisers. Does this stat shock you? 📊And it doesn't end there…of the clients that are aware, 52% of advisers report that they have many misconceptions, adding another layer of complexity to the adviser-client dialogue. Clearly advisers face an uphill struggle to educate their clients about a product most of them don’t even know exists. How do you tackle this challenge advisers? What do you think the industry at large can do to help? Share your strategies and insights 💬 🤔 Have you seen our Critical Thinking report yet? Click here to register for your own copy: https://lnkd.in/djeZ5hkU #CIExpert #CriticalThinking2024 #CICAwareness #AdviserChallenges #FinancialEducation

Join me in congratulating Aspire Wealth Group President, Jason Dugan, for being named to the Forbes' list of Best-in-state Wealth Advisors for 2024! This marks Jason's fourth consecutive year of being named to this distinguished list. The list, which recognizes advisors from national, regional, and independent firms, was released online April 3, 2024. This achievement would not have been possible without the continued trust and support of all our clients. #AspireWealthGrp #Forbes #WealthAdvisor #BestInStateWealthAdvisor The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://lnkd.in/e-VsQhhD for more info.

How an RIA Serves Ultra-Wealthy Clients by Catering to Its Advisors