International news editor at Pensions & Investments newspaper, director of programming at WorldPensionSummit
Big news today from BNY! The firm has named Jose Minaya, former CEO at Nuveen, a TIAA company, as global head of its investments and wealth units. He'll succeed Hanneke Smits when she retires after years at the helm of BNY Investments and, prior to that, its affiliate Newton. Read more on the move at https://bit.ly/3XMSywQ
Four Points Group at Morgan Stanley Named to Barron's 2024 List of Top 250 Private Wealth Management Teams — MediaContacts.co — Morgan #Stanley #Wealth #Management a #global #leader provides #access to a #wide #range of #products and services FREDERICK, #Md #June #13 #2024 #Morgan Stanley #NYSE #MS announced #today that Four #Points #Group at Morgan Stanley has been named to Barron's #list of America's #Top #250 #Private Wealth Management Teams. The "Barron's Top 250 Private Wealth Management #Teams is a #select group of wealth management teams that focus on serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. "As a firm, we take pride in the integrity and professionalism of our Private Wealth Advisors and we congratulate Four Points Group on being named to this prestigious list," commented Elchin Bagirov, Manager of Morgan Stanley Wealth Management's Frederick, MD office. "As a firm, we take pride in the integrity and professionalism of our Private Wealth Advisors and we congratulate Four Points Group on being named to this prestigious list," commented Elchin Bagirov, Manager of Morgan Stanley Wealth Management's Frederick, MD office. "The listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional services." Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. Morgan Stanley
Four Points Group at Morgan Stanley Named to Barron's 2024 List of Top 250 Private Wealth Management Teams — PRBuzz.co — Morgan #Stanley #Wealth #Management a #global #leader provides #access to a #wide #range of #products and services FREDERICK, #Md #June #13 #2024 #Morgan Stanley #NYSE #MS announced #today that Four #Points #Group at Morgan Stanley has been named to Barron's #list of America's #Top #250 #Private Wealth Management Teams. The "Barron's Top 250 Private Wealth Management #Teams is a #select group of wealth management teams that focus on serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. "As a firm, we take pride in the integrity and professionalism of our Private Wealth Advisors and we congratulate Four Points Group on being named to this prestigious list," commented Elchin Bagirov, Manager of Morgan Stanley Wealth Management's Frederick, MD office. "As a firm, we take pride in the integrity and professionalism of our Private Wealth Advisors and we congratulate Four Points Group on being named to this prestigious list," commented Elchin Bagirov, Manager of Morgan Stanley Wealth Management's Frederick, MD office. "The listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional services." Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. Morgan Stanley
Stifel Financial Corp.'s expansion continues with three advisory teams and $673M AUM joining their ranks! Exciting times for the wealth management industry as Stifel Independent Advisors grows stronger. https://hubs.la/Q01-4WdY0 #WealthManagementExpansion #FinancialAdvisors #InvestmentGrowth #AUMBoost #WealthManagementIndustry
Empowering Financial Advisors to Achieve Great Heights | Visionary Leader in Strategy, Marketing, & FinTech | Passionate about Fostering Innovation & Excellence in Wealth Management
Navigating UHNW Wealth Transference with Finesse In my latest article, "Wealth Transference Mastery: UHNW Strategies," I examine the complexities and nuances of managing wealth transfer for ultra-high-net-worth individuals. This isn't just about financial transactions; it's about understanding the stories, values, and legacies intertwined with this wealth. At Centura Wealth Advisory, we've honed a holistic approach, helping to work towards ensuring seamless wealth transition and enduring legacy planning. 🔗 To explore our tailored strategies, cutting-edge tools, and collaborative ecosystem designed for UHNW wealth transference, visit our full article here: https://lnkd.in/gxdYrG3i #WealthManagement #UHNWStrategies #LegacyPlanning #CenturaWealthAdvisory
"LPL Financial LLC announced today that financial advisors Tim Woodall and Dustin Raring launched a new independent practice, Highway One Capital, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. The team reported having served approximately $500 million in advisory, brokerage and retirement plan assets* and joins LPL from First Republic, now part of JPMorgan Chase." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments
The bank owned brokerages served a significant purpose in the Canadian investment industry. Early infrastructure, training, branding, product creation….. no question it’s a major chapter in the history of the financial services business. Like all things, the industry has evolved. While the banks hold the majority of the investment capital in Canada investors advisors now have options that are robust, deeply capitalized and carry powerful long term brands. Have you explored what your options look like? You should! Costs you nothing to learn. Whether you’re a client looking for an advisory option or an advisor questioning your current employer, drop me a line, I’d love to talk. #choices #wealth #advice #RichardsonWealth Kish Kapoor
Fidelity's entry into wealth management is good news for the Canadian independents. It validates our opinion that advisors are seeing what we see – a viable alternative for transitioning practices from the traditional channels particularly with the aging demographic of advisors who will be retiring in the next ten years. Kish Kapoor, President and CEO of Richardson Wealth spoke to Investment Executive about Fidelity’s announcement stating “It just raises the bar for all of us and certainly creates awareness of options for every one of us relative to working at a bank.” https://lnkd.in/gkNwdw75
CFP® | Senior Portfolio Management Director | Alternative Investments Director | Senior Vice President | Financial Advisor with The Lighthouse Group at Morgan Stanley
Whether it is building an investment portfolio, buying a car, choosing among insurance options, or planning for retirement, The Lighthouse Group at Morgan Stanley believes in having a comprehensive wealth management strategy to assist clients in pursuing their individual financial goals. I invite you to learn more about our team philosophy, services, and values through our newly revamped website and connect with us. #wealthmanagement #values #goals https://lnkd.in/eTwSWXVT
Forbes-ranked Merrill Lynch Next-Gen advisor Michael Shalhoup, CRPC™ believes that "[f]or anyone starting in [the wealth management] industry, understanding how to communicate your value is the single most important thing to master," and that it is "not just about stocks, bonds and investments.” https://bit.ly/3PbYKIN #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor #nextgen #ForbesTopAdvisor
VISION by Protiviti sat down with OneTeam Financial's Principal and Founding Member Gregory Dillon, CFA, CFP on the future of wealth management, money, debt and the digital dollar. Watch now! Protiviti
After it agreed to be acquired by Creative Planning, Goldman Sachs Personal Financial Management quietly dropped out of the RIA referral program run by Fidelity Investments. Here’s a look at the available information about one overlooked aspect of the giant pending deal, with insights from Michael Watson of Axos Advisor Services and Rick Rummage of The Rummage Group. #mergersandacquisitions #fidelity #custodians #wealthmanagement #rias #goldmansachs #growthstrategies #practicemanagement #referrals #leadgeneration
