How much time and eﬀort have you put into building someone else’s business? Our firm was built to make advisors more profitable, not to profit from advisors. The big firms have had their time, now it’s yours.
The Five Myths of Advisor Independence
Several myths prevent some advisors from making the move to independence. We aim to present the facts — facts learned from our own trials and tribulations — about the realities of going independent.
There are hidden costs
The allure of the “90% Payout” is certainly a strong reason to go independent. Is it real?
Compliance is going to be restrictive
Compliance could be the reason you’re seeking to make a change, but will it change?
Technology will be lacking
FIN-Tech is opening the door for RIA’s to find new and different ways to drive growth.
The transition process will be a nightmare
I’ll have to do it all on my own
Now it’s your turn
The NewEdge Advisors Experience
At NewEdge Advisors, we do things a little differently. We bring together already successful financial advisors — over 240 independent advisors nationwide — who embrace the entrepreneurial spirit, are thought leaders and problem solvers within the industry, and believe that sharing resources, experiences, and best practices with other like-minded professionals contributes to increased success for everyone.
While each advisory practice at NewEdge Advisors operates as an independent team, our platform encourages a culture of peer-to-peer collaboration and idea-sharing.
While the industry is deploying technologies that disconnect the advisor from the client relationship, our technology was built by advisors, for advisors. Our aim is to help advisors run their practice more efficiently so they focus more on what they do best — working with existing clients while attracting new ones.
Creating Value from Your Practice
Our Advisor Succession Program (ASP) allows advisors to extract value out of their business, including monetizing part of their revenue while maintaining autonomy and control, acquiring other advisor books, or fully transitioning their book to another advisor when they are ready to retire.
About NewEdge Advisors
NewEdge Advisors is a firm built by advisors for advisors — designed from the ground up to make independence easier, more fun, and ultimately more successful. We don’t teach advisors how to be successful, we partner with those who already are, providing the cutting-edge tools and resources they need to run their practice so they can focus on what they do best — care for their clients.
Latest News & Events
New Orleans, LA based NewEdge Advisors announced today that five new advisory groups, with ten advisors and $1 billion in assets under advisement, joined the platform in the first quarter of 2022.
NewEdge Advisors, a leading New Orleans-based RIA supporting over 200 independent financial advisors nationwide, added 12 advisors across five teams with $834 million in assets under advisement in the fourth quarter of 2021 alone.
NewEdge Capital Group, LLC announced today that Robert J. McCann has joined the firm and will serve as an active Co-Chairman. With four decades of experience, Mr. McCann’s proven track record of executive leadership and delivering organic growth will propel NewEdge Capital Group’s mission of supporting successful advisors in the pursuit of the optimal client experience.