Myriad Advisor Solutions UnveilsTwo Powerhouse Initiatives at the 2024 T3 Technology Conference1/22/2024
Myriad Advisor Solutions (Myriad) is celebrating the company’s 15th anniversary by launching two new powerhouse initiatives designed to streamline and protect their clients’ business operations far into the future. Both of these programs will make their debut at the 2024 Technology Tools for Today conference (T3) for financial professionals happening January 22-25, 2024 at the Cosmopolitan Hotel & Resort in Las Vegas. Originally published on Business Wire on January 22, 2024. Read full article here. Blue Chip Partners (“Blue Chip”) announced that Daniel Dusina, CFA, former Director of Investments, has been promoted to Chief Investment Officer. While Dusina’s role at the firm – where he heads the in-house investment committee and leads the construction of client portfolios – will remain largely unchanged, the purpose of the promotion and title change was to recognize his significant contributions to Blue Chip Partners and to elevate him within the firm’s growing investment department. Originally published on Business Wire on January 19, 2024. Read full article here. Could performance-based billing boost a financial advisor’s business? This is one of the questions that Advyzon dug into as they analyzed new data recently released in their third annual Billing and Fee Study, a white paper based on original research that analyzes which fee models independent financial advisors (IARs and RIAs) are using today. The report uncovers recent trends in billing and fees, plus offers insights into where the industry may be headed. One of the biggest takeaways from the year-end 2023 study is that the number of firms offering performance-based billing steadily increased within the past year. In addition, billing based on an account’s average daily balance, versus beginning or ending balance, saw continued growth in 2023. That being said, a quarterly billing cycle using a tiered fee structure based on AUM remained the industry favorite last year, while the number of firms using flat fees – which increased significantly from 2021 to 2022 – fell in 2023. Originally published on Business Wire on January 18, 2024. Read full article here. Buckingham Advisors is helping investors and businesses prepare for transitional changes and new opportunities in 2024 with an educational video focused on financial planning, investments and tax. In the video, the Ohio-based independent financial advisory and business services firm outlines major financial events in 2023 and their impact, defines changes coming in 2024, and explains benefits and opportunities in the new year. “Helping clients transition from 2023 to 2024 requires a comprehensive understanding of all finance-related changes as well as global, national, and local trends,” said Jay Buckingham, CEO of Buckingham Advisors. “Sharing that knowledge with clients through our educational video and individual follow-up meetings is key to helping them become more comfortable with new financial requirements and potential adjustments in the new year.” Originally published on PR Newswire on December 20, 2023. Read full article here. Blue Chip Partners (“Blue Chip”) was named one of the top RIA firms in Michigan by Forbes and SHOOK Research. In the 2023 list of America’s Top RIA Firms, Blue Chip was ranked #10 in Michigan and #215 nationally. Earlier this year, CEO Robert Steinberg and Managing Partner Dan Seder were included in Forbes’ 2023 list of Best-in-State Wealth Advisors, ranking #17 and #18 respectively in the state of Michigan. Originally published on PR Newswire on December 11, 2023. Read full article here. Myriad Advisor Solutions (Myriad) announced on January 31, 2023, that Danielle White (White), who was at that time Chief Operating Officer, would be taking the helm as Chief Executive Officer. Today, the firm is announcing several milestones and new accomplishments for White, a millennial, who is rapidly earning a place as a thought leader in her own right. As Myriad’s CEO, White was recently asked to travel to New York in order to speak at NASDAQ as well as the New York Academy of Medicine. Her lectures centered on the Entrepreneurial Journey, covering every stage of a company’s launch and growth. She also shared critical insights into her journey as an entrepreneur and CEO, including the challenges she has faced as a millennial woman in the male-dominated financial services and technology industries. Originally published on PR Newswire on December 11, 2023. Read full article here. The BLX Internship Program (BLX), a 501c(3) organization that provides an entry point to the financial planning profession for Black and Latinx individuals to increase diversity in the industry, announced that Schwab Advisor Services in partnership with the Charles Schwab Foundation (Schwab) has announced a five-year commitment to the BLX program at the platinum partnership level. The agreement gives the foundation the opportunity to provide educational materials, software licensing, and educational webinars for the BLX community. Originally published on PR Newswire on December 5, 2023. Read full article here. Fidato Wealth announces the addition of three professionals to the team: • Eric Pucek, Managing Director and Chief Compliance Officer (CCO) • Dave Flegal, CPA, CFP®, Lead Wealth Advisor • Dan Yergan, CFP®, Associate Wealth Advisor “We’re very excited to have these three professionals join our growing team at Fidato Wealth,” said Tony D’Amico, CFP®, Founder and CEO of Fidato Wealth. “They’re already proving to be great additions to our firm and are making significant contributions in how we serve our clients comprehensively.” Originally published on PR Newswire on November 1, 2023. Read full article here. Sora Finance announced a new white paper that shows advisors how liability management provides significant benefits when added to a professional suite of comprehensive wealth management and financial advisory services. According to the paper, today’s clients need and expect financial advisors to look beyond the assets side of their balance sheet to help them optimize their liabilities. Historically, advisors have been hindered by a lack of access to timely and reliable liability data for their clients. Originally published on PR Newswire on December 5, 2023. Read full article here. Equita Financial Network (Equita) announced that co-founders Bridget Venus Grimes and Katie Burke have been named finalists in the Industry Transformer category by the Women in Wealth Management Awards. The award, being handed out this week at Excell Represent, honors women who are driving transformation and innovation in wealth management through programs, products, or services they’ve created or led. Burke and Grimes are being recognized for their creation of Equita and the network’s growth and impact on women financial professionals. Originally published on Agility on November 14, 2023. Read full article here. |
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