Wealthcare Insights

The Goals Driven Experience

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The Advisor Spotlight – Jasmine Lambert

Jasmine Lambert of Fellows Financial Group is part of the LBGTQ+ community and believes that...

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Featured Article

Munis improve following UST; NYC waters price

The conflict in Ukraine could affect markets for quite some time, so it’s important to be...

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Featured Article

The Advisor Spotlight – Ayad Amary

Ayad (pronounced E-Yad) Amary is Russ’ guest advisor in this month’s The Advisor...

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The Advisor Spotlight – Rick Van Zandt

Rick Van Zandt, a CPA, and Financial Advisor, with Van Zandt Financial, found that redirecting his career path mid-career was not easy but was very rewarding.  Join him and Russ Thornton as they discuss his decision in this episode of The Advisor Spotlight.

Show Notes

Rick Van Zandt
Van Zandt Financial Services
The Go-Giver, Expanded Edition: A Little Story About a Powerful Business Idea (Go-Giver, Book 1)

You’ve Decided to Go Independent. Now What?

There’s a lot to consider when starting on the path to independence, but the good news is that there are a ton of options to offer support. Our President, Matt Regan, shares insights on models of independence that advisors can choose from based on the support they need in this article from ThinkAdvisor.

The Advisor Spotlight – Russ Thornton

In this episode of the Advisor Spotlight, we’ve turned the table on our very own host, Russ Thornton. Learn more about how Russ got started in the industry and why working with women investors has led to his achievements in the industry.

Wealthcare Adds More Than Half a Billion Dollars in AUM from New Advisors in 2021

Wealthcare’s assets under management (“AUM”) for its registered investment advisors (“RIAs”) have now reached $4.8 billion in total AUM. In 2021, Wealthcare, a business unit of Financeware, a NewSpring Holdings platform company, added 18 new advisors who now have access to its robust set of tech-enabled services, bringing the firm up to more than 165 advisors in total.

Digital Marketing for the Modern Advisor

We’re sure there are advisors across the industry currently working to identify areas of their business to improve on over this year – marketing is one of those vital areas. In the 2022 WealthManagement.com Outlook, our very own Shantese Alexander explores how advisors can bring their marketing into this year and optimize their efforts.

The Advisor Spotlight – Anna Green

Anna Green is Russ’ guest advisor in this month’s The Advisor Spotlight.

Learn how the Wealthcare support team took a personalized, consultative approach to help this new advisor gain the confidence she needed to go independent and launch her practice.

New Associate Partnership: Females & Finance

Wealthcare has recently launched our Wealthcare Women’s Forum. Our mission is to bring together the women of the Wealthcare community who are like-minded but with very diverse accomplishments and provide them with a forum for the exchange of ideas and experiences. As part of this initiative, we are pleased to announce that we have joined Females and Finance™, a private, qualified community of women who work in financial services and financial technology as an Associate Partner.

Going Indie Isn’t as Scary as It Seems

Going independent doesn’t have to be a scary decision. Our president, Matt Regan, outlines some of the ways that advisors can take the challenge head-on and feel empowered by the move to independence. Click to read the full piece in ThinkAdvisor. 

The Advisor Spotlight – Scott Davison

In this episode of the Advisor Spotlight, Scott Davison discusses why limiting the size of his book of business created his ideal practice.

 

7 Best Tax-Free Municipal Bond Funds

Ron Madey, our Chief Investment Officer, had the chance to share his insights on some of the top tax-free municipal bond funds with Coryanne Hicks for US News & World Report. 

Tesla Competitors: 6 Rival Electric Vehicle Stocks

Our CIO, Ron Madey, shared some of his insights on today’s top electric vehicle stocks with Coryanne Hicks in this US News & World Report article.

Drivers of Strategic RIA Growth: Wealthcare’s Matt Regan

Listen as our President, Matt Regan, discusses Wealthcare’s growth over the last few years and what made it possible with Mark Bruno on the RIA Edge Podcast.

As Cyber Threats Mount, Advisors Have a Target on Their Backs

Cyberattacks and ransomware are, unfortunately, becoming more sophisticated by the day. It is now more critical than ever for advisors to be on high alert. Our president, Matt Regan, talked about what advisors should be looking out for with Kenneth Corbin.

How Financial Advisors are Pivoting as the COVID-19 Pandemic Stretches On

As advisors still continue to adjust working styles as a result of the pandemic, it is crucial for their practices to be flexible. Our president Matt Regan, shared his thoughts on that and how advisors can continue to meet clients’ needs through technology and virtual tools with Kate Stalter.

The Advisor Spotlight – Dave Petoskey

Learn more about how Dave utilizes his partnerships to add value to his growing practice.

School’s in Session and First Lesson Is Practice Management

Thought your years of schooling were over? Not just yet! In this piece in ThinkAdvisor,  our president Matt Regan discusses the importance of educating yourself in practice management – an area of expertise that many advisors could use some help on.

Perspectives from the President of a growing independent financial advice firm

Listen to an interview with Wealthcare’s president, Mattt Regan, and Russ Thornton of Wealthcare for Women as they discuss the  independent financial advisory industry on the Women’s Retirment Radio podcast.

 

Succession Planning – Now More Than Ever!

ICYMI: We were featured in the 2021 WealthManagement.com MidYearOutlook! In this piece our president, Matt Regan, discusses the importance of having a succession plan. “If there is one thing the pandemic has taught us, it’s that we can never be too prepared for the future.”

The Advisor Spotlight – Josh Barron

Learn more about how Josh’s commitment to white glove client service has added value to his growing practice.

We are honored… FAMagazine Ranking

As the RIA landscape continues to change and grow, we are excited to be included in the 2021 FAMagazine Annual RIA Survey and Ranking list

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