Eight financial advisers managing almost $355 million have affiliated with Kingswood U.S., a New York-based network of two registered investment advisory firms and two broker-dealers which collectively oversee $3 billion.
The new affiliates are:
"Kingswood U.S. has built its reputation among independent financial advisors as a wealth management network with the resources and flexibility to accommodate a wide range of successful practices,” said Michael Nessim, CEO, president and managing partner of Kingswood U.S.
Advisors can set their practice apart and win more business with a powerful graphic describing their unique business and value proposition.
The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.
With $750 million in assets and plans to hire a RIA Growth Lead, Autopilot is moving beyond retail to court advisors with separately managed accounts and integrations with RIA custodians such as Schwab and Fidelity.
Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
After advising on nearly $700 million in retirement assets, 27-year veteran Greg Mykytyn is bringing his expertise in ESOP and 401(k) plans to the national RIA in Texas.
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From direct lending to asset-based finance to commercial real estate debt.