Two wealth managers who managed $260 million at Wells Fargo Advisors have joined Kingsview Partners to open a new office in Roseville, Minnesota.
Sally Oradei and John Hanselman have a combined 50 years of industry experience and say they were attracted to their new firm by its unwavering commitment to acting as fiduciaries.
"Our clients' financial well-being has always been paramount," commented Oradei. "Kingsview's dedication to prioritizing clients' needs aligns perfectly with our values.”
Oradei says that one of the skills she learned while studying at the University of Wisconsin has proven to be invaluable as a wealth manager, active listening. Gaining a deep understanding of her clients’ goals, dreams, and concerns helps her become a confidant to those she works with and means that most of her business comes from referrals.
"I believe that's because I work to empower my clients with the knowledge and understanding that is key to their financial success,” she explained. “I aim to keep us on the same page, working together toward their goals and making informed decisions that align with their unique financial journeys."
Meanwhile, John Hanselman, CFP, has been an advisor since 1999 when he joined Dean Witter moving to Wells Fargo Advisors in 2015.
He has a particular interest in hearing how clients are enjoying their retirement years.
"Hearing the stories of exploration, newfound passions, and the joy they experience in this new chapter of life is incredibly rewarding,” he said. “It reminds me of the true impact of my work and motivates me to continue guiding others towards their own extraordinary retirement
adventures.”
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.
Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.
Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
