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TechDay United Kingdom
TechDay United Kingdom @techday_uk ·
LGT Wealth Management UK has tapped Addepar to upgrade client reporting and portfolio data for advisers managing more complex, cross-border assets. #WealthManagement #Addepar #ClientReporting #PortfolioData #UK techday.co.uk/story/lgt-weal…
LGT Wealth Management UK picks Addepar for client data

LGT Wealth Management UK taps Addepar to upgrade client reporting and portfolio data for advisers handling more complex, cross-border assets.

From cfotech.co.uk
Santosh Nikam
Santosh Nikam @SantoshNikamSN ·
Replying to @SantoshNikamSN
जेव्हा तो परत माझ्याकडे आला… त्याने विचारलं नाही: “कोणता stock घ्यावा?” त्याने विचारलं: “हे पुन्हा होणार नाही याची खात्री कशी करायची?” #SmartMoney #WealthManagement #Risk
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SN WEALTH
SN WEALTH @snwealth ·
Replying to @snwealth
HNIs retail investors सारखे विचार करत नाहीत. ते विचारत नाहीत: “कोणता stock double होईल?” ते विचारतात: “जे build केलं आहे ते protect कसं करायचं?” #HNIs #SmartMoney #WealthManagement
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Financial Planning
Financial Planning @finplan ·
Tax Day is less than a month away, and with deadlines closing in, advisors who offer tax planning may be seeing increased workload. Here’s how they say fellow advisors can reduce headaches during this time of year. #tax #taxseason #wealthmanagement bit.ly/4tgva7r
Tax planners share tips for making April more bearable

Tax planning is becoming a more popular holistic offering for financial advisors, but tax time can become hectic.

From financial-planning.com
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Wealth Management
Wealth Management @wealth_mgmt ·
How can RIAs reduce admin burden and elevate client experience? Sara Clark of @MissionWealth shares how automation, AI tools and workflows are freeing advisors to focus on clients. Read more: spr.ly/6014B69B3r #RIA #WealthManagement #AdvisorTech
Q&A: Mission Wealth’s Sara Clark on Rethinking Advisor Workflows

The RIA uses automated workflows, AI tools and service models to reduce administrative burdens and boost client experiences.

From wealthmanagement.com
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Wealth Management
Wealth Management @wealth_mgmt ·
Deals & Moves: Beacon Pointe Acquires Two RIAs with $695M in AUM In addition, Americana Partners bought NRT Consulting, Cyndeo added a Merrill team soon after Rise Growth investment, and Raymond James’ institutional unit made moves. spr.ly/6016B6gI7I #WealthManagement
Deals & Moves: Beacon Pointe Adds Two RIAs With $695M

In addition, Americana Partners bought NRT Consulting, Rise-backed Cyndeo added an advisor from Merrill, and Raymond James’ institutional unit made moves.

From wealthmanagement.com
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