???? #behindthescenes with Wealth Management Partners! Our friends Rob Ramos, Joyce Cool and Jessie Repasi traveled to Arkansas for a whirlwind visit. We introduced Jessie to the team, did a still and video shoot in our production studio and had a very well-received brand presentation! #Thankful #SowellSuccess #Freedom #Growth #Partnership
Sowell Management
金融服务
North Little Rock，Arkansas 1,200 位关注者
There for the Advisors. There for the Journey.
关于我们
Advisory Services are offered through Sowell Management, a Registered Investment Advisor. The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment. Information shared from third-party sources is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any investment or recommendation. While Sowell Management believes information derived from third-party sources to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy or reliability. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information at the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and certainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Any?testimonial?is?not?representative?of?the?experiences?of?other?clients,?and?there is?no?guarantee?of?future?performance?or?success.?
- 网站
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https://www.sowellmanagement.com/
Sowell Management的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- North Little Rock，Arkansas
- 类型
- 私人持股
- 创立
- 1995
- 领域
- Investment Management、Wealth Management、Mutual Funds、Exchange Traded Funds、Equities、Financial Services、Marketing、Compliance、Advisor Support、Back-Office Support、Financial Planning、Financial Technology、tech eco system、asset management、financial planning、OCIO、Outsourcing、Business Transitions、RIA和IAR
地点
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主要
获取路线
5320 Northshore Drive
US，Arkansas，North Little Rock，72118
Sowell Management员工
动态
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Always great to chat with Citywire! Thank you Reagan Darrah for the fun interview!
Daryl Seaton, president at Sowell Management joins audience development's Reagan Darrah to discuss the biggest changes he's seen in financial planning landscape over the last year. Daryl also shares the partner relationships he's leveraging to improve both the advisor and client experience. For more of Citywire RIA's video interviews from #SchwabIMPACT, give us a follow. #CitywireRIA Arielle Shternfeld Amelia Holland Citywire USA
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Huge thanks to Wealth Solutions Report for the amazing coverage of our recent transition of three practices with $220 million in combined client assets! Join us in welcoming Michael Ellis of Ellis Wealth Advisors, LLC, Daniel (Danny) Rivers of Rivers Investment Group and Gregg Brant, CFP? of Barclay Breland Family Office! Our value proposition is resonating with advisors across the wealth management space. These newly affiliated advisors are the latest to see Sowell as the partner to help them bridge the gap to true independence. #SowellManagement #WealthManagement #AdvisorSuccess #Independence #RIA #Freedom #Growth #Partnership https://lnkd.in/gusd6P7s
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Huge thanks to Wealth Solutions Report for the amazing coverage of our recent transition of three practices with $220 million in combined client assets! Join us in welcoming Michael Ellis of Ellis Wealth Advisors, LLC, Daniel (Danny) Rivers of Rivers Investment Group and Gregg Brant, CFP? of Barclay Breland Family Office! Our value proposition is resonating with advisors across the wealth management space. These newly affiliated advisors are the latest to see Sowell as the partner to help them bridge the gap to true independence. #SowellManagement #WealthManagement #AdvisorSuccess #Independence #RIA #Freedom #Growth #Partnership https://lnkd.in/gusd6P7s
Sowell Management Picks Up Practices With $220 Million In Assets
https://wealthsolutionsreport.com
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Welcome to the Sowell Management family!
I'm thrilled to welcome three outstanding advisors— Michael Ellis of Ellis Wealth Advisors, LLC, Daniel (Danny) Rivers of Rivers Investment Group, and Gregg Brant, CFP? of Barclay Breland Family Office—to the Sowell Management family! Together, they bring more than $220 million in client assets along with an unwavering commitment to delivering exceptional financial guidance. ? At Sowell, we’re proud to provide the resources, support, and independence advisors need to grow their businesses, build equity, and serve their clients at the highest level. On these exciting additions, our CEO and Founder Bill Sowell shared, “Sowell’s value proposition is resonating with advisors across the wealth management space. These newly affiliated advisors are the latest to see Sowell as the partner to help them bridge the gap to true independence.” ? Welcome to the team, Michael, Danny, and Gregg! Thank you, AdvisorHub, for covering this exciting news. Click below to read more… ? #SowellManagement #WealthManagement #AdvisorSuccess #Independence #RIA #Growth
Advisors with $220 million in Assets Team Up with Sowell Management
https://www.advisorhub.com
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#SchwabIMPACT at the Moscone Center in San Francisco has been amazing! Lots of great meetings with great people like Barrett Ayers CEO of Adhesion Wealth Advisor Solutions, and David DeVoe of DeVoe & Company. I had a great video interview with Citywire.?I was also a participant in the Charles Schwab TAMP roundtable moderated by Bradley Losson, VP & National Managing Director Relationship Management at Charles Schwab Advisor Services. And no conference would be complete without time with our friends Colin Falls and Jack Hannah of GeoWealth.
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AppLovin (APP) has taken the tech world by storm with its third-quarter performance report. The company pulled in $1.2 billion in revenue, a 39% year-over-year increase, and posted a net income of $434 million, a 300% growth. With a 36% net profit margin and an adjusted EBITDA margin of 60%, AppLovin didn't just meet Wall Street's expectations—it soared past them like a rocket. Investors loved it. The stock surged by over 45% post-earnings, and for the year, AppLovin's share price is up by over 615%. This growth added $27.5 billion to its market cap overnight, bringing the company's valuation to over $95 billion by the end of the week. CNBC has crowned it the best-performing tech stock in the U.S. market for 2024. At the heart of this meteoric rise is AppLovin's secret weapon: AXON 2.0, its AI-powered advertising engine. Imagine an algorithm that doesn't just learn—it self-evolves. AXON 2.0 pinpoints potential app users and those who will stick around and engage. This precision boosts ad monetization rates and keeps advertisers happy. The company revealed that eDiscovery installation rates, which grew by 17% last year, are now averaging 82%, thanks to AXON 2.0, a real game-changer. And it's not just talk. With a global network of over 1.5 billion users and integration into 60,000 mobile apps, AppLovin's programmatic ad platform is like a high-speed rail, connecting advertisers to devices worldwide. It's a real system that keeps getting smarter. Read more: https://hubs.la/Q02Yw9FB0
The Other A – Advertising
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AppLovin (APP) has taken the tech world by storm with its third-quarter performance report. The company pulled in $1.2 billion in revenue, a 39% year-over-year increase, and posted a net income of $434 million, a 300% growth. With a 36% net profit margin and an adjusted EBITDA margin of 60%, AppLovin didn't just meet Wall Street's expectations—it soared past them like a rocket. Investors loved it. The stock surged by over 45% post-earnings, and for the year, AppLovin's share price is up by over 615%. This growth added $27.5 billion to its market cap overnight, bringing the company's valuation to over $95 billion by the end of the week. CNBC has crowned it the best-performing tech stock in the U.S. market for 2024. At the heart of this meteoric rise is AppLovin's secret weapon: AXON 2.0, its AI-powered advertising engine. Imagine an algorithm that doesn't just learn—it self-evolves. AXON 2.0 pinpoints potential app users and those who will stick around and engage. This precision boosts ad monetization rates and keeps advertisers happy. The company revealed that eDiscovery installation rates, which grew by 17% last year, are now averaging 82%, thanks to AXON 2.0, a real game-changer. And it's not just talk. With a global network of over 1.5 billion users and integration into 60,000 mobile apps, AppLovin's programmatic ad platform is like a high-speed rail, connecting advertisers to devices worldwide. It's a real system that keeps getting smarter. Read more: https://hubs.la/Q02Yw9FB0
The Other A – Advertising
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I had the privilege of participating in the panel discussion, "RIA Outsourcing Navigating Solutions for Growth at Scale" at #FidelityInsideTrack in Chicago held at the iconic Willis Tower. I was joined by Fidelity Investments' George Flood and Suzanne Daly, as well as Ian Abernathy from Buckingham Strategic Partners. I also had the opportunity to catch up with Matt Victorine at Fidelity Investments. #Partnership #SowellSuccess #Outsourcing #RIA
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