InvestmentNews

?? Announcing the Excellence Awardees for InvestmentNews Women To Watch 2024! Join us in celebrating the remarkable women who have made a significant impact in the industry. Their leadership and innovation are driving change and setting new standards. Congratulations to all the awardees! Stay tuned for more updates and be part of the celebration on November 6 at Tribeca 360, New York. See the full list here: https://lnkd.in/gjQTctBu #INW2W #WomenToWatch #IndustryExcellence #CelebrateSuccess

goRIA On-Location with Dan Galli Chuck’s recording LIVE at the FPA National Conference in Columbus, OH. In this segment, Chuck catches up with the newly elected President of FPA National, Dan Galli. Together they talk about why conferences are paramount for advisors looking to go RIA ============================== #goRIA: Fueled by InvestmentNews ==============================

Burt White, CEO of Carson Group, is ready to build on the legacy of founder Ron Carson after a year of leadership transitions. With new leaders like Dani Fava and Heather Randolph Carter on board, the firm is poised for continued innovation and growth. https://hubs.la/Q02QfqxB0

As college tuition rates continue to rise, securing today’s costs with a Private College 529 prepaid plan can offer significant advantages. This unique 529 plan allows families to lock in tuition rates at nearly 300 private colleges, providing stability and tax benefits. With recent regulatory changes enhancing 529 plans, including options for K–12 expenses and student loan repayment, it’s an essential tool for managing future education costs. Discover how this prepaid plan can protect your savings and support your college funding strategy. https://hubs.la/Q02PS5C00 #529Plans #EducationSavings #FinancialPlanning #TuitionInflation

Wells Fargo Financial Network (FiNet) expands its independent advisor channel with the addition of the Verismo Financial Team, previously with Morgan Stanley. Managing nearly $1.8 billion in assets, the team, led by Frank Devincentis, Craig Eyler, and Molly Girard, brings over 40 years of collective experience. https://hubs.la/Q02Q5Ywn0

Dharmesh Vora of Vora Wealth Management has been barred from the industry for at least three years by the SEC, following client losses of $89 million tied to equity-linked notes. This decision comes after the firm failed to adequately inform clients about the risks. https://hubs.la/Q02QfzVq0

LPL Financial welcomes Kultar "Sid" Bindra CFP? and Steven Alvarez from Truist Financial, bringing $300M in assets to their employee advisor channel, Linsco by LPL Financial! This move expands LPL’s footprint in Florida and offers the team greater flexibility and control. https://hubs.la/Q02Q5-B70

iCapital is partnering with Advisors Asset Management, Inc. to give investors more access to the Avenue Sports Opportunities Fund. From golf clubs to football teams, explore exciting sports investment opportunities with enhanced tools and a smoother process. https://hubs.la/Q02P-4JH0

Ares Wealth Management Solutions (AWMS) and their FAST Team provide an in-depth look at the industrial real estate sector, suggesting that current conditions present the most compelling entry point for value investors since the Great Financial Crisis. As the third-largest U.S. industrial real estate operating platform, Ares is poised to capitalize on these opportunities. Discover their strategic insights in the latest Private Market insights. https://hubs.la/Q02Q366x0 #IndustrialRealEstate #ValueInvesting #AWMS #AresManagement #MarketInsights

At the forefront of operational growth, enhancing client experience is critical for RIAs. Alison Burkett, COO at Snowden Lane Partners, and Michael Robinson from Synchronize emphasize that optimizing time spent with clients and integrating technology are vital. Discover more at the RIA Activate California event in November. https://hubs.la/Q02Q5MQP0