GeoWealth’s Post

Exploring independence in the financial advisory realm? The allure of higher payouts and flexibility draws many advisors away from wirehouse settings. According to recent Cerulli data, RIAs are the game-changers, set to challenge wirehouses' dominance. If you're eyeing an RIA or Hybrid RIA move, consider Great Valley Advisor Group. With over 170 advisors, our vibrant culture fosters growth for each professional, empowering businesses to thrive. Learn more about joining a community that champions your success. #FinancialAdvisory #RIA #IndependentAdvisors #GreatValleyAdvisorGroup https://lnkd.in/eHBC2eku

We’re thrilled we could step in and successfully close the deal for our investor. 🏡 Dealing with unexpected lender changes is never easy, but with Wildcat, you can always rely on us to step in and make things right! 💰 📲Contact Juan Paulino if you’re closing deals in the HTX Market – we’d love to fund them for you!  #WildcatLending #RealEstate #HardMoney #RealEstateInvesting #RealEstateTips

#FASuccess Ep 354: We talk about how Grier Rubeling helps with advisor transitions, and how her own entry into the realm of financial advisors was intrinsically tied to transitioning custodians, where she discovered she had a special knack for the systems and processes and making sense out of chaos, and how she has learned to navigate the unique differences between transitions. https://bit.ly/3rzvjbM

The murders of Cloete and Thomas Murray sent shockwaves through the business rescue and liquidation professions. It has been just over a year since the brutal murders. The barbaric act had a poignant impact on the liquidation space as it was believed that the pair were possibly in the process of a high-profile liquidation when the murder took place. This is the focus of todays featured article. Click on the link below to access these insights. #businessrescue #businessturnaround #liquidation

Our forecast for 2024? Many more financial advisors will leave big wirehouses for independent RIAs. Some feel that within the next 5 years, the RIA space will outpace wealth management in house at big firms. The number one reason for the exodus? Best interests of clients. #wealthmanagement #financialadvisors #strategy #independence

It's proxy season...here is a top 10 list of Bad Things Boards and Activist Do 1. Entrenchment attitude and conduct 2. Defensive private placements 3. Empty voting 4. Thwarting meeting requisitions 5. Scurrilous proxy circulars and content 6. Fake news 7. Meeting mischief 8. Hidden ownership and securities lending 9. Wolfpack behaviour 10. Non-compliant proxy solicitation #investorrelations #proxyseason #AGMs #capitalmarkets #activistinvesting

KiwiSaver is like a collection of various types of investments (typically cash, bonds, and equities (shares)). When our dollars go to work through #KiwiSaver, it helps to imagine they move though the financial system like a fluid, through valves and holding tanks – checks and balances, policies and procedures keep our investments 'safe', with the help of regulators, custodians and trustees. We'll always have volatility (ups and downs in value), but... Watch full episode here: https://bit.ly/4alZEuG Thanks to David Callanan from Public Trust for taking the time to speak with me on this one.

In the midst of the industry's "Great Recalibration," this #NICFall23 session will feature several industry insiders sharing how valuations are being determined and the turbulent capital market conditions are being navigated. Speakers include: Zach Bowyer, MAI of Cushman & Wakefield, Inc., Ben Firestone of Blueprint, Arick Morton of NIC MAP Vision, Lundat Kassa of Bellwether Enterprise, and Nicole Sermier of EOS Investors LLC. https://bit.ly/45AnVLp