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 Launches W2 Model That Prioritizes the Advisor-Client Relationship
NewEdge Advisors announced that it has expanded its affiliation options to include an employee model that will provide financial advisors greater flexibility — and opportunities — to pursue growth.
Wealth Solutions Report Names Neil Turner Recruiter of the Month
Neil Turner, Co-Founder, Co-CEO, Managing Partner, is named to Wealth Solution Report’s ‘Recruitment Roundup’: Recruiter of the Month.
NewEdge Advisors Appoints Former LPL Executive Vice President Steve Pirigyi to Lead Its Next Phase as President
NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today that former LPL Financial Executive Vice President Steve Pirigyi has joined the firm as President and Jeff Cutler has been appointed to the newly created Chief Experience Officer and Managing Partner role.
NewEdge Capital Group Named by Forbes to its Ranking of America’s Top RIA Firms
NewEdge Capital Group, LLC, announced today it has been named by Forbes to its ranking of America’s Top RIA Firms. This inaugural ranking of independent advisory companies is based on assets under management by the firms, revenue trends, compliance records, industry experience and other metrics.