Jasmine Lambert of Fellows Financial Group is part of the LBGTQ+ community and believes that...Read More
The conflict in Ukraine could affect markets for quite some time, so it’s important to be...Read More
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.
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.
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’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.
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.
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.
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 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.
In this episode of the Advisor Spotlight, Scott Davison discusses why limiting the size of his book of business created his ideal practice.
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.
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.
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.
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.
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.
Learn more about how Dave utilizes his partnerships to add value to his growing practice.
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.
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.
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.”
Learn more about how Josh’s commitment to white glove client service has added value to his growing practice.