We are thrilled to share that Alli Jordan has been named an InvestmentNews 2024 Rising Stars Award Winner! Alli was chosen for her strong leadership, overseeing our firm’s growth, and her innovative approach to navigating the changing wealth management industry. Congratulations on this prestigious award! https://lnkd.in/gkFJrTMg
关于我们
With deep experience helping over 40 independent, growth-oriented RIAs address their business needs with technology, LibertyFi is the industry leader in outsourced middle-office services. We provide outsourced technology expertise and help RIAs choose, implement, run, and customize Envestnet’s financial wellness ecosystem and other wealth management solutions. Through our partner, Aptus Capital Advisors, we also provide outsourced asset management. We believe that RIAs who embrace technology and outsourcing can scale their businesses, grow faster, and provide better, more personalized client experiences.
- 网站
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https://www.LibertyFi.com
LibertyFi的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Birmingham，Alabama
- 类型
- 私人持股
- 创立
- 2017
地点
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主要
获取路线
LibertyFi员工
动态
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Aptus Capital Advisors' ETFs are built to improve investment allocations while minimizing risk. Founder and CIO JD Gardner, CFA, CMT, connected with Investor's Business Daily for a Q&A to discuss why?advisors should consider the benefits of portfolio protection and how Aptus can help improve allocations. Take a look!? https://lnkd.in/eEtTyMuz
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What is LibertyFi's main value-add for independent advisors? According to Davis Priester, it's the deep experience our team offers. The advisors we work with have peace of mind and can feel confident knowing that we set up and optimize their tech and the Envestnet platform for their business needs.
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In the current economic climate, managing risk is more crucial than attempting to predict market movements. While John Archbold, CFA believes the classic 60/40 stock-and-bond portfolio remains prevalent among investors, he also feels advisors and investors need to think differently to mitigate volatility while capturing market growth.
"We're not in the prediction business; we're in the risk management business." This quote from John Archbold, CFA, Client Portfolio Manager at Aptus Capital Advisors, encompasses what Aptus represents. He connected with InvestmentNews News to share how evolving market dynamics are reshaping traditional portfolio strategies and offered three potential scenarios that could unfold in the coming years, favoring a greater allocation to stocks. It's this innovative thinking that makes Aptus such a valuable partner for LibertyFi, LLC and our clients. https://lnkd.in/ekQQMMjn
Are put options the new bonds?
investmentnews.com
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When independent advisors DIY their fintech solutions, the end result can be a mismatched, ineffective monster. We're here to make it less scary.
It’s spooky season, and what could be scarier than the FRANKENSTACK??? We see it all the time. Independent advisors creating their own tech stacks that grow more unwieldy and less compatible over time. It quickly becomes a monster that demands more and more attention and gives less and less value. By contrast, when you work with LibertyFi, LLC to customize and implement your tech solution, you access one holistic, customized platform using state-of-the-art, holistic tools. It means less time maintaining and keeping up your tech — and more time with clients and focusing on your business. https://libertyfi.com/
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Bad news/good news for advisors: ?? Bad news: If you’ve been outsourcing Charles Schwab’s popular Institutional Intelligent Portfolios solution, it’s sunsetting in 2025. ?? Good news: LibertyFi has you covered! We recently worked with an RIA who used Schwab’s IIP and found themself in need of a replacement. LibertyFi is a fully automated, outsourced solution that offers: ? Easy transition, allowing former Schwab clients to keep the same account number ? A robust offering with all account types available ? Ability to cover quarterly client fees with manageable cash requirements Let’s connect and explore how we can help you transition to a tailored, lasting solution. https://lnkd.in/e98AHPrh
Charles Schwab Corp. sets 2025 to shut down RIA robo-advisor, will stop onboarding RIA clients in November 2024, offering legacy TD Ameritrade software as replacement | RIABiz
riabiz.com
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See how our Customized Asset Management Platform (CAMP), developed in partnership with Aptus Capital Advisors, can help advisors stay independent but get the support they need.
Being independent presents a unique challenge: balancing growth with the demands of middle- and back-office tasks. That’s where LibertyFi’s Customized Asset Management Platform (CAMP) comes in. It’s designed to help advisors focus on what they do best — serving clients — while we take care of functions like technology, Outsourced Chief Investment Officer solutions, and investment management along with Aptus Capital Advisors. See why CAMP is the advantage independent advisors need to scale and grow their business. https://lnkd.in/eKfZS_Jz
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Great post from Aptus Capital Advisors. Click through and see why they believe it would be hard to argue that this economy is not different from the 2019 economy.
As we navigate the latest Fed rate cut, I want to share some commentary from Aptus Capital Advisors on the subject. ? Despite the 50bps cut earlier this month, the Fed could take a while to return monetary policy to neutral. ? The Fed expects to lower the federal funds rate by 200 basis points through the end of 2025. However, the market anticipates a 250 basis point reduction over the same period. ? Today, the 10-year yield is 3.80%, about 80 basis points below where history would imply. This discrepancy indicates the market is pricing in an even more aggressive easing than the Fed’s current projections. For a deeper dive, visit https://lnkd.in/eDr-AQ6V.
The Fed’s Recalibration - Aptus Capital Advisors
https://aptuscapitaladvisors.com
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Get the scoop on how advisors can maximize client time by outsourcing middle-office operations from Aptus Capital Advisors Founder JD Gardner, CFA, CMT.
#ENVElevate: JD Gardner, CFA, CMT, Founder of Aptus Capital Advisors, shared how advisors can break into the high-net-worth market by outsourcing middle-office operations. By freeing up time for client relationships and focusing on a unified investment philosophy, advisors can enhance both their efficiency and client satisfaction. Learn more about the strategies that can elevate your practice! https://hubs.la/Q02R9PJr0
Envestnet Elevate 2024 - Outsourcing middle-office ops can help advisors crack high-net-worth market, says Aptus Capital founder
investmentnews.com
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It's #InternationalPodcastDay! Celebrate by checking out our podcast, "Secrets to Scale," where Alli Jordan, Co-Founder and President, connects with industry leaders on how to grow and scale your RIA. https://lnkd.in/eVrTyjFB
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