Real Assets Adviser’s Post

Planning for the future? Don't miss our deep dive into trusts! Discover how they ensure seamless asset transfer and safeguard your wealth for generations. #EstatePlanning #Trusts https://lnkd.in/eWsCkN_6

Five Questions to ask your Financial Advisor How to interview a wealth manager: Five questions to ask your advisor and the answers you want (or don’t want) to hear. In this week's segment, Sean Wilson, of Moraine Wealth Advisory, provides a checklist of 5 questions to ask your financial advisor to help you determine if they are the right fit for you and your financial needs. https://lnkd.in/gaMpHJZZ #financialplanning #financialadvisor #ipp #individualpensionplan #businessowner #professional #corporation #retirementplanning #questions #portfoliomanager #portfoliomanagement #wealthmanagement

How do asset consultants keep advice unbiased as they expand into wealth and family offices? At bfinance, we’re committed to providing independent, conflict-free support—even as industry demands grow. bfinance CEO David Vafai recently sat down with Investor Strategy News to discuss the current scenario and explore the evolving role of consultants and why avoiding product conflicts matters now more than ever. Click to read more: https://okt.to/ufOkcR #institutionalinvestor #Consultancy #onyourside

Another win for plan fiduciaries against a claim of chasing low fees in lieu of performance. Key takeaways: - Reminder that courts use a standard that is "process-based, not outcome-based" - A Plan’s mere underperformance is not actionable so long as the fund administrators acted prudently - "As a policy matter, we want plan fiduciaries to engage in thorough comparisons without fearing liability for their due diligence" - Comparing BlackRock, Vanguard, and T. Rowe Price are not "adequate benchmarks" because they have different glidepaths, management style, etc. #prudence #process https://lnkd.in/gTeeuMmV

Succession planning remains one of the most significant challenges in the financial advice industry, with over 40% of firms lacking a nominated successor. The barriers often stem from junior staff struggling to secure financing, leaving many principals without a clear pathway to retirement. To address this gap, AWAG and TIP Group (ASX: TIP) have launched the Succession Lending Fund. This innovative fund offers financing solutions for financial planners, accountants, and insurance brokers, enabling equity transitions, fostering growth, and retaining key talent. AWAG’s Executive Chairman, Lee Iafrate, said, “This fund unlocks opportunities for juniors to step into ownership while enabling principals to achieve their succession goals and embrace the next phase of life.” Discover more about this impactful initiative and how it’s transforming succession planning in the financial services sector: https://bit.ly/4eSqgpH

"LPL Financial LLC announced today that financial advisors Tim Woodall and Dustin Raring launched a new independent practice, Highway One Capital, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. The team reported having served approximately $500 million in advisory, brokerage and retirement plan assets* and joins LPL from First Republic, now part of JPMorgan Chase." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments

# Only put off until tomorrow what you are willing to die having left undone ## Join Francisco J. Blanco at LPL Financial and Stonebrook Wealth Management to Form Stonebrook Wealth Partners 💼🌟 Financial advisor Francisco J. Blanco, previously from JP Morgan Chase, has recently merged with Stonebrook Wealth Management and joined LPL Financial, forming the powerful collaboration known as Stonebrook Wealth Partners. With a combined wealth management experience of over $200 million, this partnership aims to provide exceptional financial services in the ever-evolving investment landscape. LPL Financial LLC, a leading broker-dealer and custodial platform, welcomes Blanco into their prestigious network, offering clients an even wider range of investment opportunities and resources. This merger strengthens Stonebrook Wealth Management's commitment to providing comprehensive and personalized financial advice while leveraging LPL Financial's robust platform for enhanced support. As an experienced investment advisor, Francisco J. Blanco brings a wealth of knowledge and expertise to Stonebrook Wealth Partners. With a focus on health and wellness, Blanco encourages investors to explore the potential of Health Savings Accounts \(HSAs\) as a valuable investment tool. By utilizing HSAs effectively, investors can grow their wealth while enjoying tax advantages and securing their family's healthcare needs. Don't miss out on the opportunity to optimize your investment strategy and make the most of your HSA! 💡 Act now to avoid the Fear of Missing Out! Contact Stonebrook Wealth Partners today to learn how to maximize your HSA for a healthier financial future. 📈💰 #hsa #investing #healthcare #health #family #wellness

"Summit Financial (“Summit”)announced that advisors from three firms—SOUTHEAST FINANCIAL GROUP INC., @Radiance Private Wealth and @Silvertree Retirement Planning—have joined its network. Summit’s innovative partnership model Summit Growth Partners (“SGP”) has strategically invested in SEFG, Radiance and Silvertree, elevating its total strategic investments to 16 for the year." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

What are the most common gaps in personal finance planning? Lack of emergency funds, inadequate retirement planning, lack of life insurance, failure to manage debt properly, neglecting estate planning, and ignoring inflation and rising healthcare costs. Addressing these gaps proactively can significantly improve financial security and long-term planning outcomes. We have helped many clients of ours reach their goals. Reach out to us at RedGram Wealth Management to mitigate these risks. Our team specializes in ensuring you will retire with a desired plan and the safety of protecting your assets. https://redgram.us

At Kindred Wealth Management, we understand that wealth is deeply personal—it’s about dreams, security, and the legacy you wish to create. That’s why we don’t just provide financial services; we craft solutions that reflect your unique aspirations. In just one year, we’ve proudly achieved an AUM of ₹16 crore in the Mutual Fund industry. This milestone isn’t just a testament to our expertise—it’s proof of the trust and confidence our clients have placed in us. We’re here to guide you at every step of your financial journey, simplifying complexities and turning your goals into reality. Whether it’s building a bridge to your dreams, securing your family’s future, or innovating your approach to retirement, we bring cutting-edge strategies and a commitment to integrity that ensures your success. At Kindred Wealth Management, “Delivered with Trust” is more than a tagline—it’s the foundation of every decision, plan, and relationship we build. Ready to take your wealth journey to the next level? Let’s achieve greatness together. #KindredWealthManagement #DeliveredWithTrust #FinancialFreedom #WealthWithVision