OneDigital’s Post

HR Leaders - Compliance and Regulatory news and updates is everything changing and so important… 7/10 at 1 PM CST is a great timeframe to ensure you are on track today, tomorrow and in the future. Power of One - Better Together! #onedigital #compliance #impactthatmatters #together 😎

New owners and investors were entering the picture as Flager Investment Holdings developed additional facilities and grew their business. With constant additions and changes, the company needed a platform to organize all their information and monitor upcoming compliance requirements. Find out how this national investment group used automation to effectively manage their entities: https://lnkd.in/eh6EYMHq #entitymanagement #orgchart #legaltech

Trusted advisors put their clients’ experience first. Here, Bob Oros (Hightower Advisors), Sue Oleari (Trifecta Capital Advisors) and Jack Ablin (Cresset Capital) comment on how an independent advisor-owned model helps achieve that goal. And to listen to the entire webinar here: https://lnkd.in/eqgQDZBC #DelisleAdvisoryGroup

🌟 The Strength of Being Advisor-Owned 🌟 At Fiduciary Alliance, we take pride in being advisor-owned.  Here’s why being advisor-owned matters: • Autonomy and Integrity: We make decisions based on what’s best for our clients and our community, not pressured by external investors. • Long-Term Vision: Unlike private equity-funded firms, our focus is on sustainable growth and lasting relationships, not just quick profits. • Personal Investment: Being advisor-owned means we’re personally invested in our success, aligning directly with the success of those we serve. As part of an advisor-owned network, we ensure that every decision we make is with your best interests in mind, fostering an environment where both clients and advisors thrive. Curious about the benefits of partnering with an advisor-owned firm? Let’s connect [Link in Comments]! #AdvisorOwned #FinancialServices #FiduciaryAlliance #FinancialAdvisor #FiduciaryStandard #TrustInAdvising

The partners of What’s Next sit down and talk about what they see coming in 2024 and how they think it might affect advisors. https://lnkd.in/gxr3vRiM #advisors #opportunity #change #whatsnext

"We didn't really want to be an investment option to them; we didn't want to be a product on a shelf. What we wanted was for advisors to embrace the entire process." — Steve Meehan With regulatory burdens and industry challenges on the rise, advisors have been short on their most valuable asset—time. In anticipation of a more difficult environment, Bellwether was founded on the principle of giving more freedom to industry professionals, and we've made investments in our platform so advisors don't have to. With compliance specialists, keen analysts, veteran portfolio managers, and dedicated marketing members on your side, 𝘛𝘩𝘦 𝘉𝘦𝘭𝘭𝘸𝘦𝘵𝘩𝘦𝘳 𝘓𝘪𝘧𝘦 is a simple promise: When you partner with us, you don't have to decide between reaching your goals and helping clients achieve theirs—you'll have the freedom to do both. #financialadvisors #bellwetherlife #financialservices

Activist Investor Aims to Boost Alight Solutions' Success with Board Changes #activistinvestor #activistinvestors #AlightSolutions #annualmeeting #boardofdirectors #change #collaboration #Companies #finance #growth #humanresourcesservicescompany #independentdirectors #JeffreySmith #longtermvalue #operationalimprovements #operations #Performance #PeterA.Feldman #shareholdercommunication #shareholdervalue #StarboardValue #strategicinitiatives #strategy #success #technology

Choosing "Synergy Bound Wealth Management" was driven by my passion for helping individuals and businesses through a relationship-based approach, where their best interests are prioritized. Synergy: the interaction or cooperation of two or more organizations, substances, or other agents to produce a combined effect greater than the sum of their separate effects. #SynergyBound #WealthManagement

Whether you’re a financial advisor, investment manager or industry enthusiast, you won't want to miss the upcoming Accounting Today webinar, Unleashing the Power of Tax-Intelligent Investing. Independent Avantax Financial Advisor Deanna Pickering of PMCH Wealth Advisors will join Avantax Director, Business Development Elvis R. Medica, CMFC, MBA to share how strategic tax planning intertwines with investment strategies to create a robust foundation for comprehensive advisory services. Register here: https://bit.ly/3PFcPPg #Investments #FinancialPlanning #AvantaxIntelligent

"Processes ...have been the biggest game changer." Listen in as Madeline Vinson with Freedom Investment Group Inc talks about how LeadSimple processes have enabled their team to quickly and efficiently implement small changes and improvements to their every day work. Learn more about LeadSimple Operations here: https://buff.ly/3VcDFzZ #propertymanagementtips #propertymanagementsystems