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Adhesion Wealth® Reports Over 60% AUM Growth for Second Year Straight

Adhesion Wealth® Reports Over 60% AUM Growth for Second Year Straight
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CHARLOTTE, N.C., Feb. 17, 2021 /PRNewswire/
Adhesion Wealth®, a Vestmark company, today announced that its discretionary assets under management (AUM) grew by 61% in 2020. This is the second consecutive year the company has achieved AUM growth over 60%. The company also grew its advisory client base and discretionary accounts by 23% and 26%, respectively, and added 42 new asset managers to the Adhesion Wealth Manager Exchange over the same period.
After a tumultuous year for the markets, it s rewarding to see the positive impact that Adhesion Wealth s flexible, scalable solutions continue to have on the RIA community, said Barrett Ayers, President of Adhesion Wealth. Our growth this year was really a testament to our advisory firm partners. In 2020, we had the good fortune of meeting more amazing advisors who embrace a client first philosophy ....

United States , Barrett Ayers , Siobhan Nolan , Vestmark Inc , Adhesion Wealth , Adhesion Wealth Manager Exchange , Using Adhesion , Wealth Manager Exchange , Direct Indexing , Manager Exchange , Best Model Marketplace , Adhesion Wealth Manager , ஒன்றுபட்டது மாநிலங்களில் , பாரெட் அயர்ஸ் , ஶ்ம்‌பெந் நோலன் , செல்வம் மேலாளர் பரிமாற்றம் , மேலாளர் பரிமாற்றம் , சிறந்தது மாதிரி சந்தை ,

Chris Ollendike Joins Advisor360° as SVP, Head of Sales

Chris Ollendike Joins Advisor360° as SVP, Head of Sales
Mr. Ollendike will lead Advisor360° s next stage of growth as the WealthTech company executes its go-to-market sales strategy
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WESTON, Mass., Jan. 27, 2021 /PRNewswire/ Advisor360°, provider of an integrated suite of productivity tools for advisors, clients, and broker-dealers, announced today that Chris Ollendike has joined the team as SVP of Sales. In collaboration with the leadership team, Mr. Ollendike will develop the partner ecosystem and acquire new broker-dealer clients.
Mr. Ollendike has over 20 years of experience providing bank trusts, broker-dealers, and registered investment advisers with the ability to strategically create WealthTech solutions. His most recent position as EVP, Director of Sales was at InvestEdge, which sold to Featheringill Capital in 2020. Prior to that role, Mr. Ollendike ....

Siobhan Nolan , Commonwealth Financial Network , Business Development , Unified Data Fabric , ஶ்ம்‌பெந் நோலன் , காமன்வெல்த் நிதி வலைப்பின்னல் , வணிக வளர்ச்சி , ஒருங்கிணைந்த தகவல்கள் துணி ,

Baldwin & Clarke Advisory Services, LLC Partners with Proteus to Gain Access to Alternative Investment Solutions

Baldwin & Clarke Advisory Services, LLC Partners with Proteus to Gain Access to Alternative Investment Solutions
With Proteus, Baldwin & Clarke Advisory Services, LLC enhances ability to construct alternative investment portfolios for accredited investors
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INDIANAPOLIS, Jan. 7, 2021 /PRNewswire/ Proteus, an RIA, alternative investments and private funds platform, today announced an agreement with Baldwin & Clarke Advisory Services, LLC ( BCAS ), an independent wealth management firm based in Bedford, NH, to provide the firm s high-net-worth investors access to alternative asset classes, portfolio construction tools and education. The Proteus platform will enable BCAS to sort and search managers and investments, review due diligence materials, model, back-test and construct alternative/private fund portfolios. By partnering with Proteus, BCAS s offerings will expand to include alternative asset classes suc ....

Chuck Baldwin , Eric Knauss , Siobhan Nolan , Baldwin Clarke Advisory Services , Clarke Advisory Services , New England , Registered Investment Advisor , சக் பால்ட்வின் , எரிக் க்னௌஸ்ஸ் , ஶ்ம்‌பெந் நோலன் , புதியது இங்கிலாந்து ,