The esteemed author Helen Keller once said, “Alone we can do so little; together we can do so much.”
InvestmentNews celebrates the leading financial firms extending their hands and working with financial advisors nationwide.
The Fastest-Growing Employers of 2024 is a collective of firms across the US attracting advisors with their range of services and outstanding expertise. On the other side, advisors get the chance to tap into an impressive depth of resources to drive them on to new levels. It’s a relationship that combines synergy, strategy, and economies of scale.
This year’s list of prominent industry players includes Commonwealth Financial Network and Portside Wealth Group. The awardees are making a lasting connection, crafting blueprints for success, and ensuring longevity to attract advisors and race to the top.
Click here to meet the firms growing fast and steady in America’s financial landscape.
LifeMark Securities has faced scrutiny in the past for its sales of GWG L bonds.
New data from F2 Strategy shows 95% of RIAs are using AI - four times the adoption rate of banks. Trust companies account for 90% of firms not using AI, raising alarms about their ability to stay competitive.
The ex-registered broker facilitated a series of transactions, including nine trades totaling nearly $130,000 and eight withdrawals amounting to $85,000, for a fourteen-month period after the client's death.
The wealth tech giant is offering advisors a natural, intuitive way to use AI through its new business intelligence and insights engine features.
Sometimes letting clients lead conversations, rather than having all the answers, can be the most powerful trust-builder.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
