Kingswood U.S., a New York-based network of registered investment advisory firms and broker-dealers overseeing more than $3 billion, has attracted firms with 15 financial advisers in the fourth quarter of 2022.
The advisers work at a practice serving high-net-worth clients in the Washington, D.C., metro area, a 20-year-old planning firm in Atlanta, Georgia, and a financial planning and consulting firm in Hawaii.
For the year, Kingswood Wealth Advisors attracted 21 advisers supervising more than $943 million in assets, the company said in a release.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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