Real Assets Adviser’s Post

"Advisors need to make the effort and be “purposeful” about staying current, he said. “You can’t rely on learning through osmosis,” he said. “You have to actively engage in seeking information and knowledge.” #HatTip Good story from Ben Mattlin #StayCurrent #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments

"Hightower Advisors “can now tap into NEPC, LLC’s significant... expertise to feed the retail desire for new products without running afoul of the risk of bad product,” #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

"Alpha Capital Family Office (ACFO) announces that Alexandra Romeo Boyles, J.D., and Will Coughlin have joined the firm as Senior Wealth Strategist and Partner, and Senior Investment Strategist and Partner, respectively. Both professionals are based in Denver, CO, where Alpha Capital Family Office is headquartered." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity

"The firm is hoping to attract advisors who are looking to retire in the near term, and isn’t focused on advisors from any particular channel." “We don’t know whether we’re going be a better fit for the mutual fund channel or [securities channel],” Boakye said. “We just know there’s a need, and so that’s part of our strategy — to take a slow approach.” #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments

"The Reynolds, Grindel & Hall Wealth Management Group includes Financial Advisors Jeffrey D. Reynolds, David Grindel CFP® and Jeremy Hall CFP®, who collectively bring nearly 70 years of industry experience to serving clients." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments  

"LPL Financial LLC announced today that financial advisors Tim Woodall and Dustin Raring launched a new independent practice, Highway One Capital, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. The team reported having served approximately $500 million in advisory, brokerage and retirement plan assets* and joins LPL from First Republic, now part of JPMorgan Chase." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments

The Redefinition of the Super Rich @Financial Times: Centimillionaires are less focused on short-term investment opportunities, according to R360’s Managing Partner Barbara Goodstein. So what do super wealth creators focus on in R360 meetings? Read the full article. #WealthManagement #UHNW #R360 #FinancialTimes https://lnkd.in/eDMDYq-6

“Remember you are buying a strategy and not just broad market exposure, so the quality of that underlying asset is of paramount importance. People very often forget that the diversification of returns can be very large and it can be impossible to access the best strategies." Dan Kemp  #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments Laura Dew

Cerulli Associates - "Prepare for Consolidation' "Latest insights piece covers M&A deal considerations, highlighting the motivations for deals and the segments of the market that will undergo change—wealth management, retirement, wealth management technology, and alternative investments." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateCredit #PrivateDebt #PrivateInvestments Bing Waldert

"Earlier this year, The The AmeriFlex Group®® reached and surpassed $11.5 billion in total client assets. Today, the firm represents more than $13 billion in client assets." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate