Advisor Credit Exchange

Wishing everyone a happy Thanksgiving! This year, we’re grateful for the relationships that allow us to help advisors achieve their clients' financial goals. We’re excited to continue growing together and to continue offering advisors access to solutions that help support their clients.

Huge congratulations to our Regional Lending Manager, Ryan Clay, for completing the 2024 NYC Marathon! ?? Your dedication and determination are inspiring. We're so proud to have you on the team!

ACE offers access to personal loans, which provides your client a straightforward path to flexible funding without pledging collateral or enduring a rigorous approval process. These loans can provide your clients access funds swiftly and efficiently. Learn how to access personal loans and other lending & cash management solutions: https://lnkd.in/d-kQAJyM

Our Head of Sales (West), Brett Barnes, represented ACE at the Axxcess Wealth Management conference and shared insights about #lending in two panels. A big thank you to Axxcess Wealth for having us and for hosting a great conference! #Lending #WealthManagement

With the Federal Reserve's announcement to cut rates by 50 basis points, now is a great time to integrate lending solutions into your offerings. Incorporating lending solutions into your practice?can: - Help clients access liquidity while staying invested - Offer competitive financing that may help boost client loyalty - Provide holistic wealth management service by managing both sides of your client's balance sheet Contact ACE to learn how you can deliver tailored lending solutions to your clients:?https://lnkd.in/d-kQAJyM #Fed #FederalReserve #Lending

Today we honor the memory of those who lost their lives on September 11, 2001, and we express our deepest gratitude to the emergency workers and first responders who demonstrated extraordinary bravery and selflessness.

We’re thrilled to announce ACE won a "Wealthie" Award from WealthManagement.com for Technology Provider – Securities-Backed Lending. A huge thank you to our amazing team and clients for your support. Congratulations to all the other winners and finalists! https://lnkd.in/ezfB2h3u

As summer wraps up, it's a great time to explore how you can help clients optimize their education & tuition funding strategies. Whether funding their child’s school tuition or investing in advanced degrees/certifications, the ACE platform can help you meet your clients' education & career goals. Contact us today to discover how! https://lnkd.in/d-kQAJyM

Brett Barnes and Ryan Clay from the ACE team had an incredible time at the #IFGNationalConference in San Diego! We met so many great advisors and are excited to have such a wonderful partnership with a firm that values family and client relationships as much as we do. Thank you, Independent Financial Group, LLC, for hosting a fantastic event and a huge shoutout to the Nationwide Teams for an amazing sailing experience on the Bay.

Our CEO, JP Connellan, discusses the critical role of cash and credit in the financial advisory landscape in his interview with Asset TV U.S. He examines trends in the industry and offers guidance on how wealth management firms can incorporate these solutions into their practices. Contact ACE to learn more about how we can help you with your lending and banking needs. #cash #credit #lending #banking