Author: elghoulam

Wealth Enhancement Group Closes on 2 NY Acquisitions, $389M AUM

[ad_1] Minneapolis-based Wealth Enhancement Group has acquired two more firms with a total $389 million in assets, the company announced Thursday, both in upstate New York. The RIA has added Adirondack Retirement Specialists, a hybrid registered investment advisor managing about $272 million in Queensbury, New York, just south of Lake George. Related: Top RIAs on… Continue reading Wealth Enhancement Group Closes on 2 NY Acquisitions, $389M AUM

New AI Tool Aims To Be The ChatGPT Of Finance

[ad_1] RiXtrema, a New York-based technology firm specializing in artificial intelligence, launched an AI tool intended to serve the financial community more thoroughly than ChatGPT. RemAI, which launched last week, is a tool along a similar vein to ChatGPT that can help users with financial questions. It can be used by a wide… Continue reading New AI Tool Aims To Be The ChatGPT Of Finance

Making The Most of Your Retirement Assets

[ad_1] Being newly retired or approaching retirement during an inflationary period can be very difficult.  You may have found your retirement accounts, such as 401k’s, IRA, and investment accounts, have taken a hit in the last two years or so. There’s a lot of commensurating going around. Even with these hits to the market, don’t ignore… Continue reading Making The Most of Your Retirement Assets

The Art Of Winning Ultra-High-Net-Worth Clients

[ad_1] More than ever, financial advisors today want to move upmarket and attract wealthier clients. They’re fully aware that they can build highly successful practices by working with a relatively small number of very affluent clients. The trouble is, most of those advisors aren’t sure of the steps they should take to successfully… Continue reading The Art Of Winning Ultra-High-Net-Worth Clients

Online resources can help bridge gap for young investors seeking financial advice

[ad_1] TORONTO — While some financial advisers might be unwilling to take on younger clients with small accounts, experts say that shouldn’t deter young investors from beginning their financial journey and that online resources can be a good place to start learning. Karlee Vukets, a certified financial planner who works with clients aged 25 to… Continue reading Online resources can help bridge gap for young investors seeking financial advice

Edelman Financial Engines Acquires $500M AUM Mass. Firm

[ad_1] Edelman Financial Engines today announced the acquisition of PRW Wealth Management, a Quincy, Mass.-based registered investment advisor with more than $500 million in assets under management, according to a news release. This marks the fifth transaction by Edelman Financial Engines (EFE) over the past 13 months and continues the expansion of the… Continue reading Edelman Financial Engines Acquires $500M AUM Mass. Firm

Client engagement strategies, growth and retention in the down markets

[ad_1]  Gabriel GarciaManaging Director, RIA Client Experience, Business Development and Strategy The path to growth for financial advisory firms is multifaceted. It requires a keen understanding of the shifting demographic landscape, a balanced focus on client acquisition and retention, and a commitment to leveraging technology and innovation. Additionally, preparing for future challenges, such as the… Continue reading Client engagement strategies, growth and retention in the down markets

Meet the 2023 Women in Wealth Management Award Winners

[ad_1] OMAHA, Neb., Nov. 16, 2023 /PRNewswire/ — The second annual Women in Wealth Management Awards proudly unveiled its list of finalists, recognizing the exceptional women in the industry who continue to inspire others while making a significant impact on their profession and communities. The winners were celebrated today at the Excell Represent conference during… Continue reading Meet the 2023 Women in Wealth Management Award Winners