TAG Associates的动态

We're proud to announce that Adero Partners has been named among the Top 100 RIA firms by Barron's for 2024! Thank you to our dedicated team and wonderful clients for all that you do. Here’s to continued success! Read the full list and learn about the ranking methodology here:? https://lnkd.in/eCP8fPjB #AderoPartners #Top100RIA #Barrons2024 #FinancialServices -- Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. The Firm makes no representation that the rating is representative of any one client’s experience. Neither the Firm nor its representatives paid a fee to participate in any survey. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Investment performance generally is not a criteria for an award. Moreover, with regard to all performance information contained herein, directly or indirectly, if any, note that past results are not indicative of future results. Please see above for a more detailed description of the criteria used with respect to the awards and recognition granted to the Firm or the Firm’s individual employees.

Congratulations to the top 100 Barron's List RIA firms! These leaders are driving impressive growth through investments in strategic tech platforms. We are thrilled to share that 10 of the top 50 firms on the 2024 list have partnered with InvestorCOM to drive significant asset growth leveraging our Rollover Growth platform. Several case study highlights include: + 30% year-over-year AUA growth on IRA rollovers + 2.5 X annual growth on rollover transaction volume + $8.2B in new IRA assets | $115M in fees | across 739 advisors...3X industry average Looking forward to seeing these firms continue to prosper! Bob Oros Hightower Advisors Frank Smith Private Advisor Group Marty Bicknell Mariner Fielding Miller CAPTRUST Peter Mallouk Creative Planning Jeffrey Dekko Wealth Enhancement Group Jay Shah Edelman Financial Engines Burt White Dani Fava Carson Group Kurt Miscinski Cerity Partners Dave Welling Mercer Advisors Jeff Concepcion STRATOS Adam Birenbaum Buckingham Strategic Wealth Hy Saporta Steward Partners Paul Saganey CFP? Integrated Partners Rob Sechan NewEdge Wealth Shannon Eusey Beacon Pointe Matt Regan Wealthcare Michael LaMena https://lnkd.in/ghMb5bbe

??We’re excited to announce that Integrated Partners has been named to the 2024 Barron's Top 100 RIA Firms, coming in at 26! This marks a significant leap for our team from last year’s ranking and we couldn't be prouder. The #Top100RIA list shines a spotlight on the nation’s best independent advisory companies while aiming to raise industry standards. This is Barron's eighth annual ranking and is based on assets under management, growth, technology spending, succession planning, and other metrics. ?? A huge thank you to the #Integrated management team, our advisors and their teams for helping us reach this milestone! #Congratulations to all who were recognized! Be sure to check out the full list here: https://lnkd.in/evcPfj3H ___________________________________________________________________________________ #IntegratedPartners #Barrons #RIA #wealthmangement #advisoryfirm #wealthmanager #advisor #finance #financialservices #clientservices #advisory #wealth #partnership #financialadvisor #fintech #financialplanning #advisoryservices #growth #wealthadvisor #independentadvisor #financialadvisors #WeBelieveInAdvisors

Exciting news! NewEdge Capital Group has soared to #5 on Barron’s 2024 Top 100 RIA Firms list! A huge leap from #13 just last year ???? I couldn’t be prouder to be part of such an incredible team. This achievement is a testament to the hard work, dedication, and trust from our clients and partners. With over $50B in AUM, we’re just getting started. Here’s to an even brighter 2025! #wealthmanagent #legacyplanning #exitplanning #investmentmanagement

We are excited to share that BBR is ranked number 20 in Barron's 2024 Top RIA Ranking! https://lnkd.in/gH3CpR7m Methodology: BBR Partners was ranked #20 in Barron’s “Top 100 RIA Firms”. Barron’s is a weekly magazine/newspaper published by Dow Jones & Company, a division of News Corp. It is a leading source of financial news. In order to qualify for this ranking, firms met the following criteria: 1) The firm is a formal legal entity [Corporation, LLC or LLP] and employs a formal CEO, along with other C-suite executives. 2) The firm’s advisors are client-facing representatives who provide fee-based investment advice and financial planning services. 3) The firm’s advisors are formal employees of the firm, not consultants or affiliates. 4) The firm’s advisors report their regulatory assets under management through the firm’s corporate ADV. 5) The firm provides advisors with technology, compliance and investment resources that foster a consistent client experience throughout the firm’s individual advisory practices. 6) The firm serves primarily private-wealth clients. Specifically: a majority [over 50%] of the firm’s regulatory assets under management should be attributable to some combination of these three categories of client: (1) individual investors [including mass affluent, HNW and UHNW] (2) charitable organizations/foundations (3) endowments. Advisors who wish to be ranked fill out a survey about their practice. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then they apply their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories we do multiple subcalculations.

?? Only a few days left! ?? Join us for the ??????????-???????????????? ?????????????????????? on 11th September 2024, 12:00 PM - 2:00 PM AEST. Learn from industry and multi-partner experts ???????????? ??????????????, ?????????? ??????????????????, ?????? ???????????? ?????????????? as they share key strategies on scaling your firm, leveraging partnerships, and building long-term client relationships. ???????? ???? ?? ????????-???????????? ?????????? ?????? ??????????-?????????????? ?????????? ?????????? ????: ? Apply leading growth & succession strategies ? Create a growth engine from stagnation ? Dilute equity to young talent ? Roll out advisory services ? Embrace leading-edge technology and AI It may surprise you how many of the AFR top 100 firms have at some point worked with us and learned how to apply these strategies. Don’t miss out! Check link below - register now ???? https://lnkd.in/gs4eSjT5 #FREEMasterclass #MultiPartner #BusinessGrowth #ElevateYourBusiness #ProfessionalDevelopment

Did you know that Integrated Partners’ top 40 advisors and advisory teams have grown year-over-year at an average rate of 17% since 2020? So what are these advisors doing to buck the industry-wide growth plateau? Check out our Organic Growth Toolkit for 4 techniques to cultivate highest-net-worth clients: https://lnkd.in/ge8KbnRT

Empower your strategic decision-making with the 10th edition of our market-leading Global M&A Intelligence Report. Our comprehensive report, launched today, analyses over 5,500 private M&A transactions unique to DLA Piper over the last decade. What you’ll find in the report: ?? In-depth analysis of key global terms ?? Trends and dealmaking considerations in key markets ?? Insight into how current market trends are impacting M&A Click on the link to request access to the report, unravel the complexity and navigate the future of deals with confidence here: https://lnkd.in/ebZyHRGs DLA Piper Denmark #GlobalMAIntelligenceReport #MarketAnalysis #TransformingTomorrow #BusinessFirst

DLA Piper Denmark Empower your strategic decision-making with the 10th edition of our market-leading Global M&A Intelligence Report. Our comprehensive report, launched today, analyses over 5,500 private M&A transactions unique to DLA Piper over the last decade. What you’ll find in the report: ?? In-depth analysis of key global terms ?? Trends and dealmaking considerations in key markets ?? Insight into how current market trends are impacting M&A Click on the link to request access to the report, unravel the complexity and navigate the future of deals with confidence here: https://lnkd.in/ebZyHRGs #GlobalMAIntelligenceReport #MarketAnalysis #TransformingTomorrow #BusinessFirst

DLA Piper Denmark Empower your strategic decision-making with the 10th edition of our market-leading Global M&A Intelligence Report. Our comprehensive report, launched today, analyses over 5,500 private M&A transactions unique to DLA Piper over the last decade. What you’ll find in the report: ?? In-depth analysis of key global terms ?? Trends and dealmaking considerations in key markets ?? Insight into how current market trends are impacting M&A Click on the link to request access to the report, unravel the complexity and navigate the future of deals with confidence here: https://lnkd.in/ebZyHRGs #GlobalMAIntelligenceReport #MarketAnalysis #TransformingTomorrow #BusinessFirst