The Advisor Community
Independence Doesn’t Mean Being All Alone
Being an independent business owner means you are now responsible for expenses that you were not as an employee. Managing these can be costly from both a monetary and time perspective. At NewEdge Advisors, all of our advisors, share in the costs, infrastructure, and resources required to be independent.
This unique structure allows all of us to better manage our expenses and time. This means we have more of both to invest in our businesses and clients. Additional services like cost effective portfolio management give our advisors a platform that maximizes client interaction. Ask us how at NewEdge Advisors we are increasing the quality of client service and the quality of our personal lives more so than any of us could achieve on our own.
Opportunities to Connect & Gather
AdvisorFirst Conference
We believe that some of the best ideas and lasting relationships occur organically when surrounded by your peers. Our AdvisorFirst Conference was designed specifically to create an environment for those experiences.
AdvisorFirst, our flagship event, is highly collaborative, focusing on peer-to-peer networking, advisor-led sessions, industry thought leadership, and fun social events. This invite-only conference for advisors in our network is one of many events we host around the country every year.
What’s Happening at NewEdge
Insights
NewEdge Advisors Continues Recruitment Energy in First Quarter
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 Breaks Firm Records in 2021
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.
Robert J. McCann Joins NewEdge Capital Group as Co-Chairman
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.
EdgeCo Holdings Announces Launch of NewEdge Capital Group
Launch of NewEdge Capital Group brings together EdgeCo Holdings’ wealth management companies under one brand name