Equita Financial Network (Equita) announced that Astraea Wealth Management (Astraea), led by Laura Corbiani, has joined as a new member firm, bringing the number of member firms to seven. The network has also announced new speakers, topics, and dates for the Inspiring Insights educational webinar series. The series, which began in 2023, happens on the last Wednesday of each month at 4:00 p.m. Eastern Time (ET) and is dedicated to furthering the education and knowledge of fiduciary financial advisors. Originally published on Media Source Portal on April 11, 2024. Read full article here. Bogart Wealth was named to multiple lists of top financial advisors and fastest-growing companies in national and industry publications over the course of the first few months of 2024. “It’s an honor to be recognized by these top-tier publications,” said Bogart. “We work hard for our clients every day, and all of this recognition reinforces the value we strive to bring to our clients’ lives. Also, I’d like to give a special shout out to the fantastic team at Bogart Wealth – without them, none of these achievements would be possible.” Originally published on Yahoo! Finance on April 10, 2024. Read full article here. In a world of instant information, we know we can find answers at the click of a button. But is more information and better financial literacy the path to prosperity? So much of what is published in the media about money and wealth focuses on the “features” of money. Blogs, articles, Tik-tok videos and influencers will suggest if you only were somehow smarter about money characteristics, you could live the life of your dreams. And -- hot take from fiduciary advisor Mindy McCubbin, CFP, ChFC, founder and CEO of Truman Wealth Advisors -- financial literacy is great but it is focused on providing information about strategies for increasing the amount of money you have. This is necessary and important in the first half of life, when you are accumulating money. But as successful individuals experience wealth transitions know, having more money doesn't solve all your problems -- it just upgrades them. In fact, McCubbin says, they often find that money problems are not about money at all. Originally published on Truman Wealth Advisors' blog April 2024, read Why Financial Literacy Doesn’t Always Make You Good with Money. Amy Braun-Bostich, Founding Partner and CEO of Braun-Bostich & Associates, an SEC Registered Investment Advisor and comprehensive financial planning firm located in greater Pittsburgh, was named to the 2024 list of America’s Top Women Wealth Advisors by Forbes. In Forbes’ eighth annual Top Women Wealth Advisors list, which included 1,991 women advisors from across the country, Braun-Bostich ranked #27 in the state of Pennsylvania. This is the third consecutive year that Braun-Bostich was included in this prestigious ‘Best-In-State’ list. Originally published on Businesswire, March 26, 2024. Read more here. How do you know if you can trust a financial advisor? One of the ways is to know if he or she is a fiduciary, says Zaneilia Harris, CFP, President of H&H Wealth Management Group. Why is this such a big deal? Because clarity is necessary when understanding whom you should partner with to help you with your wealth – whether you’re growing it, protecting it or passing it on to the next generation. Women are especially sensitive to this because of the challenges we often face within society. Read additional comments from Harris by clicking here. Idea Decanter announced a partnership with FMG to bring custom videos to the website platform. FMG is a financial advisor website provider and recently launched a new Premium Website offering that provides advisors with enhanced customization options and design support. Through the partnership, Idea Decanter will now enable FMG’s customers to record videos in the comfort of their office that work perfectly within the specifications of their FMG website. The package includes help planning, shooting, and producing video that will seamlessly integrate with all new FMG Premium Websites. Originally published on Morningstar on March 6, 2024. Read full article here. Buckingham Advisors is hosting a virtual event on the topic “AI & ChatGPT: The Mystery of What the Future Holds” on March 21, 2024 at 6:30 pm ET. Dr. Amy Fletcher, a specialist in science, technology, and environmental politics, will discuss the social impacts of technological disruption. Fletcher’s education includes a Ph.D. in Political Science and Public Policy, and a Masters Degree in Political Science and Government, both from the University of Georgia. She previously worked as a legislative assistant on technology issues in the United States Congress, and has spoken widely and been published on multiple topics. Originally published on Businesswire on March 5, 2024. Read full article here. Wealthspire Advisors LLC (Wealthspire), named The BLX Internship Program (BLX), its Giving Partner for the 2024 Wealthspire Advisor Summit which was held in Scottsdale, Arizona earlier this year. “We’re thrilled to be partnering with BLX as we begin recruiting for the 2024 cohort of our internship program. In joining forces, we hope to bolster diversity not only within our organization but also within the broader financial planning profession” said Mike LaMena, CEO of Wealthspire. Originally published on Citybiz on February 27, 2024. Read full article here. Advyzon announced a new custody and retail investment infrastructure integration with Apex Advisor Solutions, a division of Apex Fintech Solutions Inc. (Apex). The collaboration was announced during the inaugural Advyzon Conference, taking place February 20-22, 2024 in Phoenix, Arizona. Apex is also attending, sponsoring, and exhibiting at the conference, and will participate in a Custodial Technology Panel. Registered Investment Advisors (RIAs) use Apex’s robust custody and clearing platform and capital structure to administer their client investment accounts, from real-time onboarding and account funding, to custody, trading, clearing, and cost basis and tax reporting. Now, they can harness the power of Advyzon’s comprehensive, award-winning technology platform for advisors. Originally published on Yahoo! Finance on February 22, 2024. Read full article here. Advyzon Investment Management (AIM) Partners with Nebo Wealth to Create Turnkey, End-to-End Solution2/15/2024
Advyzon Investment Management (AIM) announced a partnership with Nebo Wealth. AIM now powers and serves as a turnkey platform for Nebo Wealth, an end-to-end solution that enables Registered Investment Advisors (RIAs) to streamline and automate the process of delivering personalized portfolios for each and every client at scale. AIM extends the capabilities of the Nebo Wealth platform into a turnkey, technology-driven solution by including automated trading and rebalancing, performance reporting, billing, and advisor and client portals, as well as back-office support for account opening and administration. All of this empowers RIA firms to enhance client service, differentiate their value proposition, save time, drive operational efficiency, and foster growth in assets under management. Originally published on Business Wire on February 15, 2024. Read full article here. |
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