Our latest announcements and interviews.
CEO Michael Nessim writes about how financial advisors are witnessing a surge in charitable giving, and it’s becoming increasingly evident that aligning financial goals with philanthropic endeavors is not just a trend but a fundamental aspect of modern wealth management.
The award, presented by USA Today and Statista Inc., honors the top registered investment advisory (RIA) firms in the U.S. based on recommendations from financial advisors, clients and industry experts, as well as firm growth.
Recently, Alternatives Watch gathered a group of industry leaders to discuss their outlook for alts throughout 2024, including Douglas Blake, our managing director of Investment Solutions. He notes that “the case for Alternative Investments among retail investors is as strong as ever [as…] volatility has reached extreme levels in both the stock and bond markets.”
David Braccia, Braden Ferrari, Jacob Wilson and Evan Wynn Bring Impressive Talents And Expertise to Growing Business
Craig Kaufman, managing director of Kingswood Capital Partners recently spoke with FAMagazine about how offering Investment Banking services enhances value for financial advisors and their clients.
CEO & Managing Partner Mike Nessim spoke with AdvisorHub about things advisors need to keep in mind when creating a succession plan for their firm, and how partnering with the right firm can help.
