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Kingswood U.S. Recruits $295 Million in Total Client Assets with Addition of Seven Independent Financial Advisors and Practices

Michael Nessim, CEO, President and Managing Partner of Kingswood U.S., said, "The recruiting momentum continues at Kingswood, as we bring aboard these seasoned financial professionals from across the country. That we could attract this diverse collection of advisors is a testament to the flexibility of our platform and our overall value proposition for them. The word is spreading around the advisor community that Kingswood is a name they should consider, and our success in recent years is testament to that fact."

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Brokerages Can Still Offer More Than Custodians

CEO Michael Nessim authored this article on why it would be a mistake to write off the brokerage model as a way for financial professionals to serve clients. Brokerage remains as relevant a way to meet specialized needs of some investors as fee-based service, even if its days as the dominant wealth management model are in the past.

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Kingswood U.S.: Small Market Vibe, Institutional Resources

“We believe we have a pretty solid value proposition in the in the industry. I think we can offer a small broker dealer field with large institutional type of resources right because our parent company is a publicly traded entity,” says COO Val Peters Rayevskiy. “We're able to offer a wide range of custody options. And we're able to support numerous types of business models. And I think in terms of timing, I think right now is a good time because we're seeing a lot of industry consolidation, where broker dealers are being squeezed out of the industry for one reason or another.”

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