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We're thrilled to announce that our CEO Robert Conzo, CFP®, and President Eric Diton have been named to AdvisorHub's 2024 "200 RIAs to Watch" and "150 Advisors To Watch (Over $1B)" lists, respectively! This recognition exemplifies our dedication to providing exceptional financial guidance and client service. Disclosures: https://bit.ly/468v2f0 Eric Diton and Robert Conzo have been named to the 150 Advisors To Watch - (Over $1B) and 200 RIAs To Watch, respectively, as of June 18, 2024. The AdvisorHub ranking is based on 1) Scope of practice measured by assets, production, and level of service; 2) Growth of practice consisting of year over year growth in assets, households, and production; and lastly, 3) Professionalism which includes regulatory record, community service, and team diversity. AdvisorHub does not receive compensation from the advisors or their firms in exchange for placement in a ranking. Investment performance is not a criterion. Link: https://lnkd.in/g6mTB3Am

Our partnership with Osaic is integral to our success. The resources and support provided by Osaic empower us to build and sustain a top-performing team. Their commitment to excellence aligns with our values, enabling us to deliver unparalleled service to our clients. Together, we are not just navigating the ever-changing financial landscape; we are setting new standards for what a wealth management firm can achieve. #teamwork #partnership #financialplanning #wealthmanagement #retirementplans #groupbenefits #financialservices

One of the most exciting developments in the growing shared ownership economy is the way in which business owners are starting to use Perpetual Purpose Trusts (PPTs) and Employee Ownership Trusts (EOTs) to ensure longevity for their companies while also enshrining their purpose and values and supporting their employees. In order to help continue to grow the field, Mark C. Hand and I have worked with Natalie Reitman-White of Purpose Owned and Courtney Kemp and Stacey Smith of Project Equity to launch a database of service providers in the US who are helping companies to make these transitions. This group of lawyers, consultants, investors, etc. are great resources for businesses looking to explore this path. And if you're wondering what companies have already gone this route - we have a database of those too. https://lnkd.in/gCx3eUKZ #sharedownership #purposeownership #perpetualpurposetrusts #ppts #eots #employeeownership

🔥It may not be a hot summer in London...but our Tech team is on Fire!🔥 We could not be more excited that 500 asset managers were surveyed and as a result we are honoured to 📣 announce that #BiteStream, our configurable investor management solutions software, has been shortlisted for another two awards at the Private Equity Wire US Awards 2023 in the "Best #FundraisingSolution" and "Best #InvestorRelationsTechnology" categories! 🌟 It is great to be recognised as a leader in this space and be named alongside long established players #newkidsontheblock 🚨 For the next stage of the process, we would very much appreciate if you could show your support for Bite by voting here: https://lnkd.in/enzw5wEg - Voting closes on Friday 1st September 2023 ℹ You can do so by selecting to vote on the service provider categories (third category on the survey) and clicking "done" once you have casted your votes. Thank you to our friends, clients, prospective clients 😉, followers, and Private Equity Wire for the opportunity. Congratulations and best of luck to all the companies shortlisted! 🤞 William Rudebeck Henry Talbot-Ponsonby Henry Reynolds Tom Hamilton Charles von Moll Sean Rogers Eran Fabian Sam Wright Mel Ghadban Max Fenn Hugh Carnegie Saloni Sanghani Risi B. Benjamin Zhang Paul Le May Dayle Brearley Pavan M Haobin Song Mark E. Jennings, Jr. Justin Mason Mel Ghadban Anna Baráth, CFA Vicky Mao Anna Hellstrand Margarita Kouklaki Ntourou, MA, MCIPR Zoe Chen #alternativeinvestments #alternatives #privateequity #assetmanagement #wealthmangement #directinvestments #privateplacements #fintech #financialtechnology #fundraising #fundraisingsolution #fundraisingprocesses #fundreporting #investorrelations #KYC #AML #AMLcompliance #SaaS #digitalsolutions #technologysolutions

Many of our clients quickly discover that the scope and power of the Reporting Suite on our platform enables more informed decision-making for better business outcomes. Here's more info on the reporting capability that's achievable with valid8Me📃✅➡ Also, to hear more from Michelle McGuire, she is attending Adminovate Conference tomorrow as part of a panel discussing the implications of DORA for the Funds industry for what promises to be a great day as always🤝 #reporting #funds #valid8Me

🎙️In this clip from this conversation of The Truth About Wealth, Doug Dickey, CPA, CEPA, Manager, and Shareholder at DRDA, PLLC, sheds light on why Management Services Organizations (MSOs) aren't a one-size-fits-all strategy. It's not just about setting it up right; it's about ongoing optimization to achieve the intended benefits. Here’s more ⬇️ #TheTruthAboutWealth #WealthOptimization #MSOs

Kyle Fuller and Wade Borth talk about the overlooked concept of the cost of acquisition, its significance in business sustainability, and the effective methods Factum Financial has put in place to aid insurance agents. Factum's approach includes their franchised-like model, the Cash Flow Dashboard for wealth tracking, and educational courses for continued client learning. This system promotes efficiency and relationship-building, steering agents and clients toward success. https://bit.ly/3LHxZLj

We’re excited to announce our own Michael Faust, CFA was named #6 on the AdvisorHub's 200 RIAs to Watch the list! The list highlights the 200 advisors who have assembled efficient and productive teams that have achieved scale without compromising their level of service. Congratulations, Mike, on this well-deserved accomplishment!   You can view the full list here: https://lnkd.in/e4FuxGm4   #RIA #WealthManagement   Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees. These awards do not evaluate the quality of services provided to clients and are not indicative of Bailard’s future performance. The award was given by AdvisorHub in June of 2024. There was no cost to enter. Nominees were required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record. Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; 3) and professionalism.

"Choose Inmacs Valuers for Unparalleled Excellence: 🎯 Precision-driven assessments. 📅 Years of industry experience. A client-centric approach prioritizes your goals. 🚀 Innovative, technology-driven valuations. Your trusted partner for comprehensive and efficient valuation services. #InmacsValuers #PrecisionAssessments #ClientCentric #InnovationInValuation 💼✨ Get in touch with us today!"