Wealth Management

FEBRUARY 15, 2024

Bob Thornton and Megan Whalen candidly discuss the fallout from First Republic Bank and building a new RIA backed by private equity firm Summit Partners.

Financial Advisor 107

Financial Advisor Banking 107

Wealth Management

MAY 2, 2023

Daniel Murphy and his team left Wells Fargo to establish Great Lakes Private Wealth with capital, resources and technology support from Summit.

124

124

NAIFA Advisor Today

DECEMBER 5, 2022

A few years later, Bontrager joined Randall Lehman, CLU ® , ChFC ® , AEP ® , RICP ® , and Rob Hayworth, CLU ® , ChFC ® , CASL ® , AEP ® , RICP ® , CFP ® , to create Summit Financial Group , a Northwestern Mutual Private Client Group. Now, Summit Financial Group has three Indiana offices in Fort Wayne, Angola, and Marion.

CFP 98

CFP Financial Advisor Sales Clients 98

Wealth Management

SEPTEMBER 23, 2022

M&A+ Succession Summit discuss the importance of seeing beyond valuations to successfully seal a deal and fuel inorganic growth. Industry leaders at the DeVoe & Co.

Valuation 98

Valuation 98

Tobias Financial

JUNE 2, 2022

On June 10 th , Tobias Financial Advisors is proud to sponsor the 2022 Women’s Leadership Summit organized by FICPA. The Summit is designed to bring together novice and experienced professionals for a day-long program of education, collaboration and inspiration.

Financial Advisor 52

Financial Advisor Communication Education 52

NAIFA Advisor Today

MAY 25, 2023

Join NAIFA’s partner White Glove at their 2023 Virtual Summit, an exciting event that sets the stage for financial professionals eager to expand their businesses. The summit will take place on Wednesday, June 7th, 2023, from 1 pm - 6 pm eastern, offering a range of insightful discussions and learning opportunities.

52

52

NAIFA Advisor Today

AUGUST 3, 2023

NAIFA's Apex East conference is a pure-play sales summit that brings together high-performing producers and their colleagues in the financial services industry, including professionals in the fields of estate planning law, accounting, financial technology, performance coaching, wellness, and others.

Sales 52

Sales Estate Planning Financial Services Accounting 52

Wealth Management

SEPTEMBER 23, 2022

M&A+ Succession Summit discuss the importance of seeing beyond valuations to successfully seal a deal and fuel inorganic growth. Industry leaders at the DeVoe & Co.

Valuation 52

Valuation 52

Indigo Marketing Agency

APRIL 10, 2023

The Kitces Marketing Summit is a virtual event happening April 27, 2023 (12:00 – 4:00 p.m. What’s The Kitces Marketing Summit About? The Kitces Marketing Summit is not a typical event. EST)—and you’re invited! The event is hosted by two of the biggest names in our industry: Michael Kitces and Taylor Schulte.

Marketing 52

Marketing Marketing Financial Planner Financial Advisor 52

Wealth Management

OCTOBER 16, 2023

Panel discussion focuses on fostering deeper relationships with clients by making them feel seen and heard.

Planning 118

Planning Clients 118

Wealth Management

OCTOBER 17, 2023

Several customization and collaboration enhancements to the Decision Center, including full, unlimited editing, are now available, with more on the way.

112

112

Steve Sanduski

MAY 2, 2023

Kenton has completed the Seven Summits , which are the highest mountains on each of the seven traditional continents, including Mount Everest. Guest: Kenton Cool, one of the world’s leading high-altitude climbers and avid adventurers. Kenton also works with corporate clients on leadership and team performance.

Clients 52

Clients Investing Investments 52

NAIFA Advisor Today

MARCH 28, 2023

Join Talent Development Center partner, Advisorist , for their Virtual Standout Summit this Thursday, March 30, from 9 am to 5 pm eastern.

Clients 52

Clients Sales Marketing Marketing 52

Indigo Marketing Agency

APRIL 12, 2022

The Kitces Marketing Summit is a virtual event happening April 19, 2022—and you’re invited! . What’s the Kitces Marketing Summit About? Kitces Marketing Summit is a four-hour event that teaches you how to use education-based marketing to showcase your (unique) expertise. . What does this mean for you?

Marketing 52

Marketing Marketing Education Clients 52

Tobias Financial

OCTOBER 28, 2022

The post CNBC Your Money – Virtual Summit – Tuesday 11/1 @ 12:00 PM ET appeared first on www.tobiasfinancial.com. She will be answering questions from the audience to help them navigate through the challenges of today and successfully plan for tomorrow. . Admission is complimentary and open to all. To join the conversation, visit: [link] .

Financial Advisor 52

Financial Advisor Planning Investing Investments 52

Indigo Marketing Agency

FEBRUARY 2, 2023

Last month, Indigo’s very own Digital Marketing Consultant, Katie Cress, was asked to speak at the Heath Walters’ Financial Innovation Summit in Tampa, Florida. The post Marketing Your Specialty As an Advisor: 3 Takeaways From Our Presentation at Heath Walters’ 2023 Innovation Summit appeared first on Indigo Marketing Agency.

Marketing 81

Marketing Marketing Financial Advisor Clients 81

Wealth Management

JANUARY 25, 2024

Chuck Cooper III, advisor and managing partner at Lee’s Summit, Mo.-based based StrongBox Wealth, provides a peek inside the $400 million RIA’s stock picking strategy within its high conviction, conservative growth model portfolio.

Portfolio 101

Portfolio Management 101

Wealth Management

DECEMBER 15, 2023

The contradictions and competing priorities that come with the "professionalization" of the independent wealth management space underscored most of the conversations at the recent MarketCounsel Summit.

Wealth Management 107

Wealth Management Management 107

Wealth Management

NOVEMBER 17, 2023

Ron Chandler, president of Summit Investment Management, provides an honest assessment of the technology tools used by the $75-million-AUM firm to work with clients and drive business.

Clients 113

Clients Management Investing Investments 113

Wealth Management

NOVEMBER 17, 2023

Also, Wealthfront grew client assets, Income Lab selects BridgeFT, Summit adds LifeYield, and AdvicePay surpasses a million transactions.

Assets 115

Assets Clients 115

Wealth Management

FEBRUARY 15, 2024

The Regal Wealth Advisors team has joined Summit Financial Networks, the OSJ run by Marshall Leeds.

Wealth Advisor 106

Wealth Advisor 106

Nerd's Eye View

DECEMBER 11, 2023

In 2024 we'll again feature our Marketing Summit (save the date for April 25th!) In the meantime, we remain committed to delivering the ongoing cadence of content that you've become accustomed to from Kitces.

Financial Advisor 196

Financial Advisor Financial Advice Ethics Financial Planning 196

Wealth Management

OCTOBER 18, 2023

Asset managers are increasingly rolling out products aimed at the wealth channel, but will advisors bite?

Assets 116

Assets Management Banking Investing 116

Wealth Management

SEPTEMBER 21, 2023

The Barclays breakaway discusses his 2015 landmark leap with five partners, three offices, and $3 billion in AUM, plus shares why he feels UHNW clients are best served in independence, what they do to drive extraordinary growth, and much more.

Clients 108

Clients 108

Advisor Perspectives

SEPTEMBER 8, 2023

Powell’s recent Jackson Hole Summit speech was mainly as expected. Well, except for the part where Powell obfuscated the truth behind the surge in inflation.

98

98

Wealth Management

NOVEMBER 7, 2023

Shaping Wealth’s inaugural BeFi Summit sought to help advisors create meaningful connections between who clients are and who they wish to be.

Clients 93

Clients 93

Nerd's Eye View

JULY 25, 2022

We’re also gearing up for our upcoming Kitces Financial Planning Value Summit, after more than 1,000 advisors registered for our first Value Summit last year! This year’s Summit will be held on Thursday, December 8 th – Save the date! A gap our Kitces Courses aim to fill!

Education 189

Education Financial Planning Estate Planning CFP 189

Wealth Management

JULY 19, 2023

Elizabeth Miller, the founder and president of Summit Place Financial Advisors is the 2024 CFP Board Chair-elect, set to take leadership for a year in 2025.

CFP 98

CFP Financial Advisor 98

Wealth Management

AUGUST 28, 2023

Summit Financial Group is departing Securian weeks after Cetera closed a deal to purchase that firm’s retail wealth business.

Retail 98

Retail 98

Wealth Management

DECEMBER 7, 2022

The wealth management industry has entered the phase where marketing must produce business results, according to speakers at the MarketCounsel Summit.

Wealth Management 119

Wealth Management Marketing Marketing Management 119

Wealth Management

OCTOBER 21, 2022

The most promising growth opportunities are not outside the doors of an advisory firm, but inside, said industry executives, speaking at Riskalyze’s Fearless Investing Summit this week.

Investing 115

Investing Investments 115

Wealth Management

DECEMBER 6, 2022

At the MarketCounsel Summit, executives with Advisor Growth Strategies questioned the certainty that rising interest rates will result in a cratering of M&A activity.

104

104

Wealth Management

OCTOBER 20, 2022

At its annual Fearless Investing Summit in Salt Lake City, CEO Aaron Klein also announced that the company would not become a turnkey asset management platform.

Assets 108

Assets Management Investing Investments 108

Advisor Perspectives

JANUARY 31, 2024

Picture the scene: Weeks after the world came together at the COP28 summit with a deal for “transitioning away from fossil fuels,” Saudi Arabia, the oil industry’s flagship producer, cancels a planned increase in its crude output capabilities. On paper, it’s the stuff climate activists dream about.

Planning 59

Planning 59

Wealth Management

DECEMBER 13, 2022

Advisors and financial services execs discuss leadership through crisis and the importance of mental health in this profession during the 2022 MarketCounsel Summit.

Financial Services 98

Financial Services 98

Wealth Management

OCTOBER 19, 2023

The Foundation for Financial Planning and the College for Financial Planning presented their Pro Bono Volunteer Training at the virtual eMoney Summit.

Financial Planning 69

Financial Planning Planning 69

Wealth Management

OCTOBER 20, 2022

At its annual Fearless Investing Summit in Salt Lake City, CEO Aaron Klein also announced that the company would not become a turnkey asset management platform.

Assets 98

Assets Management Investing Investments 98