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The Equita Network is the focus of this Advisor Perspectives article by Marie Swift in which she discusses the ways the network supports women in the financial services industry and how the co-founders and members are forging the path ahead to ensure women advisors have the resources they need to succeed. Originally published on PR Newswire on May 17, 2023. Read full article here. Advyzon Releases Asset Allocation White Paper Showing ETFs Are Now More Popular Than Mutual Funds12/28/2023
Advyzon released “The New Diversification: Asset Allocation Into 2023”, a white paper that looks at how advisors have invested client funds over the past five years, with a particular focus on the shifts made during 2022. Among the highlights: The amount of money in alternative investments jumped more than 400% compared to previous years; advisors pulled money out of equities; cash equivalents and individual bonds benefited from higher yields; and ETFs dethroned mutual funds as the top investment vehicle for financial advisors. Originally published on PR Newswire on July 12, 2023. Read full article here. Equita Financial Network (Equita) announced that Modern Family Finance, led by Lisa and Jennifer Dazols, 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 April, 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 Agility Newsroom on June 27, 2023. Read full article here. Amy Braun-Bostich, Founding Partner and CEO of Braun-Bostich & Associates was named to America’s Top Women Wealth Advisors Best-In-State list for 2023 by Forbes. In Forbes’ seventh annual Top Women Wealth Advisors list, which included 1,697 women advisors from across the country, Braun-Bostich ranked #26 in the state of Pennsylvania. This is the second consecutive year that Braun-Bostich was included in this prestigious list after coming in at #31 in the state of Pennsylvania in last year’s rankings. Originally published on PRNewswire on June 1, 2023. Read full article here. Executives at Blue Chip Partners Named to Forbes’ 2023 List of Best-In-State Wealth Advisors12/11/2023
Blue Chip Partners had two executives named to Forbes’ 2023 list of Best-In-State Wealth Advisors. In the 2023 rankings, CEO Robert Steinberg, JD, CPA, CFP® and Managing Partner Dan Seder, CFA®, CMT, CFP® were both listed, ranking #17 and #18 respectively in the state of Michigan. Forbes’ rankings, developed by SHOOK Research, are one of the only advisor rankings with a focus on quality, including surveying and interviewing advisors in-person and virtually. Originally published on PRNewswire on May 25, 2023. Read full article here. AXG Advisors, a boutique insurance brokerage serving ultra-high net worth individuals, will look opportunistically for buys for similar companies that would enhance its existing offerings, said George Papanier, principal and co-founder. AXG could buy as many as five companies in the next few years, but the firm plans to be selective and would be happy with fewer acquisitions that fit well. AXG believes consolidation in insurance distribution has taken out prospective independent competitors and opened up a growth opportunity for those with its focus. Originally published by Mergermarket on February 27, 2023. Read full article here. Ever wonder whether the firm down the street is experimenting with how it charges clients? Bob Veres of Inside Information takes a look at the state of the profession’s revenue model via the 2022 Billing and Fee study from Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers. Bottom line: Nearly all firms are charging some of their clients based on something other than AUM, but nearly all are charging AUM for most of the people they work with. In addition, nearly 40% of advisors offer some form of flat-fee option. Originally published by Inside Information on January 29, 2023. Read full article here. Senior Research Manager Juan Pablo Villamarin at San Antonio-based Intercontinental Wealth Advisors wrote this bylined article on semi-liquid funds. The article includes information on interval and tender-offer funds, and explains why they've become such a popular way to access private offerings. Originally published by Advisor Perspectives on October 31, 2022. Read full article here. |
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