We are thrilled to announce that ECG will be sponsoring the Family Wealth Alliance, Inc. 2024 Fall Forum that is taking place October 23rd-25th! This event brings together industry leaders and family wealth professionals to share insights, strategies, and best practices in managing and growing family wealth. As passionate advocates for fostering meaningful connections and collaboration within the family wealth community, we’re proud to support such an impactful gathering.
ECG Resources, Inc.
人才中介
New York，New York 9,702 位关注者
Specializing in Wealth Management Executive Search for over 30 years
关于我们
ECG Resources is an executive search firm focused on placing high caliber candidates in strategic roles within the Wealth Management arena throughout the United States. Our industry expertise and commitment to client success has earned us the privilege of long-term relationships spanning small boutique firms to some of the world's largest corporations. Stability. Expertise. Focus. That’s what has driven our executive search success in the Wealth Management industry for more than 30 years, and it’s what fuels our continued commitment to our clients today. Teamwork is at the heart of our philosophy, and it is what empowers us to consistently deliver what’s best for our client corporations and candidates. It is integrated into every aspect of our business, from the way in which we share resources to our compensation model which is focused on overall company success vs. individual production. This approach has created a culture that enables our team members to pool our talents together as we place the most qualified candidates into each role. We are deliberate about hiring only individuals who will embrace this philosophy of cooperation rather than competition. We then carefully nurture and encourage each person to reach their full potential. This ensures candidates find ideal Wealth Management opportunities in which they will advance their careers while clients gain a passionate, dedicated team focused on finding the professionals that will contribute to the organization’s success. Remaining true to this philosophy has served us and our clients well. We have grown steadily over the years, and have extended our reach to best serve our Wealth Management clients in locations throughout the United States. ECG Resources continues to expand in market share; adding to our staff to meet the needs of a growing number of clients.
- 网站
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https://www.ECGresources.com
ECG Resources, Inc.的外部链接
- 所属行业
- 人才中介
- 规模
- 11-50 人
- 总部
- New York，New York
- 类型
- 合营企业
- 创立
- 1981
- 领域
- Wealth Management Executive Search、UHNW Wealth Advisory、Financial Planning、High Net Worth Tax、Trust & Estate和Investment Advisory
地点
ECG Resources, Inc.员工
动态
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Happy National Financial Planning Day! At ECG Resources, we work with talented financial planners every day, connecting them with opportunities to make a meaningful impact in their clients' lives. Thank you for your expertise and dedication. We appreciate all you do to empower individuals toward financial success.
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Forbes has just released its latest list of the Top RIA Firms, showcasing the leaders in the registered investment advisory space. As the financial landscape continues to evolve, these firms set the standard for excellence and integrity. It's inspiring to see the dedication and expertise that drive success in our industry. Check out the full list here: https://lnkd.in/gyRbJuW8 Congratulations to all the firms recognized for their outstanding achievements!
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Mercer Advisors highlights that as we approach 2026, significant changes to personal tax laws are looming, with the expiration of 2017's individual tax cuts likely to increase rates for many. It’s essential to start proactive tax planning now, as this may also affect deductions and credits, influencing your financial strategies. Engaging with a financial advisor can help you navigate these changes effectively, particularly regarding capital gains taxes and investment strategies. Read more: https://lnkd.in/ednAPijw
Planning for Personal Tax Laws Changing in 2026?
https://www.merceradvisors.com
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As we celebrate Rosh Hashanah, the Jewish New Year, everyone at ECG Resources wishes you a year filled with joy, health, and prosperity. This is a time for reflection and new beginnings. Let’s embrace the opportunities ahead and continue to support one another in our journeys. Wishing you and your loved ones a sweet and meaningful year ahead.
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Exciting news in the wealth management space! Reuters features an article sharing that Creative Planning has secured a significant investment from TPG, positioning itself for continued growth and innovation. This partnership will enhance their services and expand their reach, solidifying their commitment to delivering top-notch financial strategies. For those interested in the evolving landscape of wealth management, this article highlights key insights and what it means for the future of the industry. Check out the full article here: https://lnkd.in/ecVAVBqu
TPG acquires minority stake in wealth management firm Creative Planning
reuters.com
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In a rapidly consolidating market, small RIAs are finding ways to stay competitive by leveraging their agility, strong client relationships, and unique culture. By focusing on deepening trust and offering personalized service, small firms can differentiate themselves from larger, private equity-backed rivals. Smaller RIAs also benefit from their ability to quickly adapt to market trends and maintain a close-knit team structure, allowing them to offer a more personalized client experience. Learn more about small RIAs in Diana Britton's article: https://lnkd.in/geNrwKhP
Small RIAs: ‘We Can Use Size to Our Advantage’
wealthmanagement.com
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In today’s competitive wealth management landscape, standing out means finding your niche. Specialization allows professionals to differentiate themselves, offering tailored expertise that meets the unique needs of clients. At ECG Resources, we see firsthand how professionals who specialize in areas like UHNW clients, tax strategy, or trust and estate planning build stronger client relationships, enhance their offerings, and stay ahead of market changes. Ready to take your career to the next level? Explore how carving out a niche can position you as a sought-after expert in wealth management. https://lnkd.in/eUzv-FhY
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Curious about who’s leading the wealth management industry? Barron's has just released their prestigious Top 100 Financial Advisors list, highlighting the professionals making the biggest impact in the field. This list is a great resource for anyone looking to learn from the best or stay updated on the trends shaping the future of wealth management. Click here to view the full list: https://lnkd.in/ePetTmqd
2024 Top 100 Financial Advisors Ranked by Barron's
barrons.com